Trident is uniquely positioned to address the challenges faced by dentists today. In addition to being experts in the field of Accounting and Tax, our team also specializes in understanding the dental industry. Our team possesses the experience, knowledge, and tools to provide guidance on optimizing your practice’s financial performance. We are dedicated to helping you build a highly profitable and sustainable dental practice that not only supports your financial goals but also enhances your overall quality of life. Trident’s fixed-fee service model includes three key components – Accounting, Tax, and Advisory – to help you create a thriving dental practice that paves the way for an exceptional quality of life.
Accounting
Keeping accurate financial records is essential to the success of any dental practice. As part of our services, we maintain your books in a manner that is specifically designed to meet the needs of a dental practice. With our Quickbooks Online platform, you will be able to access your financial information at any time.
Schedule your consultation with Jim Zenk and the Trident team, today.
Tax Planning & Preparation
To provide the best possible service, we customize our tax planning services to each client. We will prepare a tax projection for your practice twice a year, and we will meet with you twice a year to review the projections and discuss tax positions that are applicable to your practice.
There is nothing more frustrating than a tax surprise. At Trident CPA Services, we have developed an efficient method for helping dentists manage their taxes throughout the year. With our help, you will be able to streamline your dental practice’s cash flow and avoid penalties and interest associated with tax underpayments. We strive to make tax preparation as easy as possible for you. As a result, we collect client tax documentation in February and schedule the preparation of your tax returns well in advance. Our goal at Trident CPA Services is to only extend tax returns when necessary or at your request.
Schedule your consultation with Jim Zenk and the Trident team, today.
Advisory
In addition to our expertise in accounting and tax, our team members have had various experiences in key financial roles such as CFO & Controllers in small businesses. Our advisors guide you through the entire process of developing a financial and strategic plan to meet your short-term and long-term objectives. We analyze your practice’s performance, identifying areas of improvement and offering tailored solutions to increase efficiency, streamline operations, and maximize profitability. Our advisors empower you to create the financial margin necessary to achieve your personal and professional goals.
All financial aspects of your business are addressed, including:
- Budgeting and Forecasting
- Productivity goals for each provider on your team
- Monthly Dashboard to track financial results and KPIs
- Quarterly meetings for the purpose of reviewing more detailed reports, providing in-depth analysis of results, and consulting on actions to improve performance against your goals and targets.
Trident is the ideal advisory firm for dental professionals who are results-driven, forward-thinking practice owners who want to scale their practice to the next level.
Schedule your consultation with Jim Zenk and the Trident team, today.
