Dental Accounting Pros

What Dental Accounting Pros does

Dental Accounting Pros, operating as Dental Accounting Group (legal entity DG Accounting Professionals LLC), is a US-based CPA firm founded in 1990 and headquartered in Bellevue, Washington, that exclusively serves dental practice owners. The firm delivers a vertically integrated stack of accounting, tax, and advisory services—Acquisition Advisors, BeyondBookkeeping (monthly cloud bookkeeping), PracticeStartup, and TaxServices—packaged into three subscription tiers ranging from $550/month (Starter) to $1,085/month (Essential) to custom-priced Advisory Plus engagements, with add-ons for personal tax filing, payroll, and bill pay.

Underlying the service delivery is a cloud-based technology stack centered on QuickBooks Online for bookkeeping, Fathom for financial reporting and AI-assisted revenue forecasting, Canopy for client portal and onboarding, Keeper App for client communications, Gusto for payroll, and TaxCaddy for tax document collection. The firm has built three proprietary benchmarking tools—the DAG Financial Survey Dashboard (covering 184 general and 77 specialty practices), the DAG Payroll Analytics Dashboard (covering 3,047 Washington dental employees), and the DAG Goal Planner—that convert firm-accumulated data into client-facing analytics. These tools are powered by proprietary datasets built over 600+ practice acquisition transitions since 1990.

The go-to-market motion is consultative and sales-led, led by partner Kevin Bray via online-calendar discovery calls, followed by a QuickBooks-based accounting review and a service-level agreement proposal within 1-2 weeks. Marketing combines content (Learning Library blog, quarterly Successful Dentist newsletter), social channels, in-person and webinar CDE programs, ADCPA event sponsorship, study club presentations, and a podcast partnership. All staff are 100% US-based W-2 employees with no outsourced bookkeeping, and revenue is generated through recurring subscriptions plus professional services fees.

Name

Dental Accounting Pros

Legal name

DG Accounting Professionals LLC

Website

https://dentalaccountingpros.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Dental Accounting Pros (DBA Dental Accounting Group) is a Bellevue, WA-based CPA firm founded in 1990 that exclusively provides subscription-based accounting, tax, and advisory services to US dental practice owners, supported by proprietary benchmarking dashboards built from 600+ practice transitions.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Subscription-Style Accounting Services: Fixed-fee monthly subscription plans for bookkeeping, tax, and advisory services. Plans scale from Starter ($550/month) to Essential ($1,085/month) to Advisory Plus (custom pricing). All plans include cloud-based bookkeeping, dedicated support team, and financial insights.
2. Professional Services and Add-ons: Additional fee-for-service offerings including personal 1040 tax filing (starting at $1,500/year), payroll processing (starting at $250/month), bill pay services, 1099 filings, B&O/sales tax filings, and business personal property affidavit filings.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels13 records

Core offering

Dental Accounting Pros delivers specialized accounting, tax, bookkeeping, payroll, and bill-pay services exclusively to dental practice owners, paired with dental-vertical advisory such as practice acquisition diligence and startup consulting. Offerings are packaged into tiered monthly subscriptions (Starter at $550/month, Essential at $1,085/month, Advisory Plus custom) plus standalone personal 1040 tax filing and practice-acquisition advisory. Client deliverables are supported by dental-specific KPI dashboards (e.g., DAG Financial Survey Dashboard, DAG Payroll Analytics Dashboard) and a goal-planning tool.

Product overview

Dental Accounting Pros operates as a specialized accounting firm serving exclusively dental practices, offering a layered portfolio of service tiers and digital tools. The core service stack comprises four main offerings: Acquisition Advisors (practice acquisition and expansion consulting), BeyondBookkeeping (ongoing cloud-based bookkeeping with monthly financial statements), PracticeStartup (new practice launch consulting), and TaxServices (tax preparation and strategic planning). These are delivered through three subscription tiers — Starter ($550/month), Essential ($1,085/month), and Advisory Plus (custom) — plus add-on services for personal tax filing, payroll processing, and bill pay. The firm also provides three proprietary digital tools: the DAG Financial Survey Dashboard (184 GP + 77 specialty practice benchmarks), the DAG Payroll Analytics Dashboard (3,047 WA employee payroll benchmarks), and the DAG Goal Planner (interactive practice goal modeling calculator). Client education is delivered through the quarterly The Successful Dentist newsletter and CDE programs. The product ecosystem is supported by integrations with QuickBooks Online, Fathom (reporting), Canopy (client portal), Keeper (communication), TaxCaddy (document collection), and Gusto (payroll data).

Differentiator

Problem solved

Functional benefit

Products and services

• Acquisition Advisors Standalone advisory engagement for dentists pursuing practice acquisitions, providing deal-related diligence, valuation input, and transaction support alongside the firm's core accounting services. Intended for dentist-buyers and dentist-sellers.
• BeyondBookkeeping Recurring, dental-specialized bookkeeping service for dental practice clients, delivered as part of the firm's monthly accounting engagements rather than as a one-time cleanup.
• PracticeStartup Consulting service aimed at dentists planning to open a new dental practice, supporting startup-stage accounting, entity setup decisions, and early-stage financial planning.
• TaxServices Tax preparation and tax planning services for dental practices, delivered as a recurring service line aligned with the firm's dental-specialized accounting practice.
• Starter Plan Entry-tier monthly subscription plan ($550/month) that packages core dental-practice accounting deliverables for solo and small dental practices.
• Essential Plan Mid-tier monthly subscription plan ($1,085/month) that extends the Starter offering with additional dental-practice accounting scope for growing practices.
• Advisory Plus Plan Top-tier, custom-priced subscription plan for dental practices that need expanded advisory services beyond the fixed-scope Starter and Essential tiers.
• Personal 1040 Income Tax Filing Standalone personal federal 1040 income tax return preparation service offered to dentists and dental practice owners as an add-on to the firm's dental-practice services.
• Payroll Processing Services Recurring payroll processing service for dental practices, deliverable as a standalone engagement or as an add-on to the firm's subscription plans.
• Bill Pay Services Recurring bill payment / accounts-payable service for dental practices, deliverable as a standalone engagement or as an add-on to the firm's subscription plans.
• CDE Programs Continuing Dental Education (CDE) programs delivered by the firm to dental audiences for continuing-education credit.

Quantifiable outcome

• Helped more than 600 practice owners navigate the process since 1990
• +4 more outcomes

Named customers11 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

Ten partnerships are on record, tiered core, preferred and minor.

• QuickBooks OnlinecoreTechnology or IntegrationPrimary bookkeeping and accounting platform integration. The firm sets up and trains clients on QuickBooks Online, uses it for monthly bookkeeping, and requires temporary client access for initial accounting reviews. QuickBooks setup and training is included in all service tiers.
• FathomcoreTechnology or IntegrationFinancial analysis and reporting integration providing monthly Financial Pulse Reports and Practice Analysis Reports. Fathom Practice Analysis includes AI-powered revenue forecasting and KPI benchmarking against like-kind practices.
• CanopycoreTechnology or IntegrationClient portal and practice management platform used for onboarding new clients with detailed questionnaires and document collection. Clients receive Canopy portal invites as part of the discovery process.
• Keeper AppcoreTechnology or IntegrationSecure communication platform for client communications, particularly with bookkeeping clients. The firm uses Keeper as their primary communication channel for bookkeeping clients (425) 600-9100 is their no-reply text number.
• GustocoreTechnology or IntegrationPayroll processing platform providing data for the firm's proprietary Washington Dental Practice Payroll Analytics Dashboard. The dashboard analyzes Gusto payroll records covering 3,047 employees across 18 Washington counties.
• CRC TechnologiespreferredImplementation/ SI/ Consulting PartnerManaged IT services provider serving over 375 dental practices across the Pacific Northwest. CRC collaborates with DAG to keep clients informed on cybersecurity threats. They are DAG's preferred vendor for dental practice IT services, providing security protections, monitoring for ransomware, trojans, and spyware, and helping validate suspicious software requests.
• BEST for DentistryminorStrategic or Co-development PartnerPartnership highlighted in client communications for helping independent dental practices reduce operating expenses. DAG features BEST as a partner solution for operational cost savings.
• Helsell Fetterman LLPpreferredImplementation/ SI/ Consulting PartnerSeattle-based law firm providing legal guidance to dental practices. DAG shares Helsell Fetterman's content on Washington noncompete agreements and other legal topics relevant to dental practice clients. Tyler Jones at Helsell Fetterman advises on employment agreements, noncompete provisions, practice acquisitions, and healthcare law.
• Laughing My Gas Off PodcastminorGTM or Marketing PartnerPartnership with Dr. Brady Smith's dental-focused podcast. DAG is trusted by Dr. Smith for bookkeeping, tax planning, payroll, and practice growth support. The partnership features client testimonials and dental-specific accounting content.
• Washington State Board of Accountancy (WBOA)coreOthersRegulatory body with which the firm is registered as a CPA firm. Establishes professional and ethical expectations for Certified Public Accountants including standards related to confidentiality and responsible handling of information.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/DentalAcctPros
• YouTubeyoutube.com/channel/UCu0-dG7av0eHpTjXYbdSldw
• Facebookfacebook.com/dentalaccountingpros
• LinkedInlinkedin.com/company/dental-accounting-group
• Instagraminstagram.com/dentalaccountinggroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dental Accounting Pros