Accounting and Tax Service Plan

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.

In order 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 your practice’s direction. During your bi-annual meetings with the Trident team, we will also share dental business insights based on our experience working with hundreds of other dentists, as well as 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.

Virtual CFO Advisory Service

With our expertise in accounting and tax services, our team at Trident CPA Services is uniquely positioned to increase your profitability while saving you money. Our Virtual CFO (VCFO) Advisory Service is ideal for results-driven, forward-thinking practice owners who want to scale their practice to the next level.

Our goal is to guide you through the entire process of developing a financial and strategic plan to meet your short-term and long-term objectives.

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.

Our VCFO Advisory Service is suitable for practice owners who are:

  • Interested in establishing a long-term relationship with an advisor 
  • Adaptable to new ideas and eager to learn 
  • Future focused 
  • Forward thinking 
  • Focused on goals 
  • Action-driven
  • Recognize the value of professional services 
  • Committed to maximizing efficiency and profitability 
  • Seeking accountability while working towards financial goals

Schedule your consultation with Jim Zenk and the Trident team, today.

Side by Side Comparison

  Accounting & Tax Service Plan VCFO Advisory Service Plan
Bookkeeping Account Reconciliations every 60 days Account Reconciliations every month
Individual and Business Tax Returns
Other Entity Tax Return
Sales & Use Tax Filings
Business Personal Property Tax
Tax Planning
Tax Projection Meetings 2 Per Year 2 Per Year
Yearly Budget NA
Production Targets by week by provider NA
Forecast for Collections and key expenses NA
Incentive Plan Development NA
Monthly Analytics Dashboard NA
Quarterly Financial Performance Meetings NA
Decision Support & Performance Coaching NA