Dental-specific bookkeeping, tax, and overhead benchmarking, plus the financial decisions in between. Three engagement tiers to support independent dental practices.
Clean books and tax filings, dental specific.
Optimize fees, overhead, and tax positioning.
Strategic decisions, audit defense, deep coordination.
Each month, transactions are reconciled, the books are closed, and a monthly P&L with dental-specific key metrics is prepared. You receive a clean financial picture of where the practice stands.
Quarterly federal and state tax estimates are prepared and filed. A quarterly check-in covers what's changed in the practice and what's coming up.
Annual tax returns prepared and filed. Year-end close and financial statements. For Select and Plus clients, the annual UCR fee schedule analysis, overhead benchmarking, and forward-looking tax planning meetings happen here.
Hiring an associate, financing equipment, evaluating a PPO drop, opening a second location. When something material comes up, you reach a CPA who knows your practice.
Pricing is a flat monthly fee, sized to your practice's complexity and the tier you select. Your engagement letter spells out exactly what's covered and what the fee is. There are no add-ons, hidden tiers, or surprise invoices.
Specific pricing is shared on a discovery call once we understand your practice. Each tier is priced separately, and you can move between tiers as your practice and what you want from your CPA evolves.
Onboarding takes two to three weeks. We migrate your bookkeeping, restructure your chart of accounts to dental categories, clean up any prior-period issues, and set up the monthly reporting cadence. By the end of week three, you have a clean opening balance sheet and a financial review meeting on the calendar.
We work with practices on Dentrix, Eaglesoft, Open Dental, and Curve, among others. The accounting work happens in QuickBooks Online. We handle the integration of practice management data with bookkeeping, so production and collections data flows correctly into your financial reporting.
Yes. Pact's ongoing engagement is for the business entity. Your personal return is separate. Some clients prefer to keep an existing personal tax relationship; others move both to Pact for coordination. Either works.
Straightforward. Many practices start with Core and move up to Select as the practice grows or as the owner wants more strategic involvement. Some move further to Plus when financial leadership becomes a daily need. Tier moves are a fee adjustment in your engagement letter, not a re-onboarding.
Yes. Many independent practices have multiple entities — a practice PLLC, a real estate holding company, a management company. Pact handles the bookkeeping, tax planning, and inter-entity coordination across the structure.
A 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.