Most CPAs serve dentists the same way they serve law firms and restaurants. Pact specializes in independent dental practices. Here's how we work, and why it produces different results.
Tax planning is dental-specific: equipment depreciation, R&D credit, etc. We set up your accounting around dental practice economics. You see how your practice is doing, benchmarked against the dental industry, not a general small business.
A generalist CPA's chart of accounts uses generic small-business categories: "wages," "office supplies," "professional services," "cost of goods sold." The numbers add up. But there's no way to compare your lab spend to the dental industry standard, because lab spend isn't broken out as its own line. There's no way to see if your hygienist labor is in line with peers, because clinical labor is bundled with admin. Your KPIs become unreadable.
Hiring an associate. Financing a CBCT. Bringing in a partner. Opening a second location. Evaluating a PPO drop. Buying the building. We're in those conversations, not just the one in April when the tax return is due.
A practice owner is offered a vendor financing package on a $400K equipment purchase. Vendor financing typically prices 1-2 percentage points above a practice line of credit for the same borrower. Before they sign, we model the alternatives and review the contract terms: prepayment penalties, equipment liens, balloon payments. The right structure for this practice saves five-figure interest costs over the life of the loan.
Pricing and scope of engagement are known before any work starts. Your follow-up questions won't start a billable hour clock or generate additional invoices. You pay for the outcome, a well-run finance operation for your practice, not for billable hours.
Your engagement letter spells out exactly what's covered and the flat fee for it. If something requires significant additional work, like a deep evaluation of opening a second location, we scope it as a separate project with its own flat fee. Either way, you know the cost before any work starts.
When you reach out, you get a substantive response from a CPA who knows your practice. Between conversations, we keep you informed with real clarity on how the practice is doing, what's working, what isn't, and what to pay attention to.
Your monthly financial review comes with a one-page summary: where the practice is performing well, where it's slipping versus benchmarks, what's coming up that needs attention. If hygiene production drops 6% in a month, you hear about it from us, before you'd notice yourself.
An ongoing partnership for the monthly financial work of running a practice, plus project-based support for major decisions and transitions.
Monthly bookkeeping, tax, overhead benchmarking, and financial advisory — your CPA partner as you run a practice.
Learn morePre-ownership planning for associates working toward their first practice, plus financial due diligence, deal support, and post-close setup when the deal happens.
Learn moreA chance for us to understand your current setup, your practice, and where you want to take it. And a chance for you to see whether Pact is the right fit.