✓ Why they passed vetting
They run both halves. Monthly accounting, bookkeeping, payroll and tax planning for the practice, then financial advising, investments, wealth management and retirement planning for you. Dentists only, so the benchmarks they compare you against and the questions they ask are the ones a practice actually runs into. Their free valuation calculator tells you what the practice is worth before you ever get on a call with them. One team across the practice and the personal side, so nothing falls into the gap between your accountant and your advisor.
