Dental CPA

Name

Dental CPA

Legal name

Dental CPAs

Website

https://dentalcpas.com

Company type

Private

Founded year

1956

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Dental Practice Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)

Keywords

• Dental accounting services
• Tax preparation services
• Practice bookkeeping services
• Dental practice valuation
• Dental practice transitions

Headquarters

HQ city

Sparks Glencoe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Ongoing CPA Services: Recurring advisory, accounting, and income tax services to dental practices. Includes bookkeeping, tax preparation, financial consulting, and practice performance assessments. Fixed-price engagements available for select services allowing unlimited client contact.
2. Bookkeeping and Accounting Services: Complete bookkeeping service including bank reconciliations, payroll entries, financial reporting, outsourced bill pay, and QuickBooks setup/training. Offered as ongoing service.
3. Tax Services: Business and individual tax preparation, income tax planning, fixed asset records maintenance, 1099 preparation, and IRS/state audit representation.
4. Financial Consulting: Practice performance assessments, income tax planning conferences, pre-conference analysis, operational evaluations, and practice benchmarking against industry norms.
5. Dental Practice Buyer Representation: Due diligence review, price/performance analysis, lender proposal review, income tax advice, entity selection, accounting system setup, and post-closing consulting for dental practice acquisitions.
6. Dental Practice Seller Representation: Practice sale price development, performance analysis, buyer package creation, sale consultation, negotiation assistance, and income tax advice for sellers.
7. Dental Practice Start-Up Services: Business plan development, cash flow projections, lender proposal review, entity selection, EIN applications, bookkeeping setup, payroll service selection, and income tax projections for new dental practices.
8. Dental Practice Brokerage Services: Listing dental practices for sale and finding buyers through NL Transitions affiliate.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Dental CPA is a US-based CPA firm that exclusively serves dental practices with bookkeeping, tax preparation, financial consulting, and dental practice transition services. The firm helps dentists with practice start-ups, ongoing accounting and tax compliance, performance benchmarking, and practice sales, mergers, and acquisitions. It serves clients across at least 40 US states using a dental-specific chart of accounts in QuickBooks Online and partner-led advisory engagements.

Product overview

Dental CPA is a specialized CPA firm serving dental practices exclusively, offering a comprehensive suite of accounting and financial services. The firm's core offerings include Bookkeeping & Accounting Services (full-service bookkeeping, QuickBooks Online setup/training, and outsourced bill pay), Tax Services (income tax preparation, planning, and IRS representation), and Financial Consulting (practice performance analysis, KPI benchmarking, and strategic planning). These core services are supported by specialized transition services including Buyer Representation (practice acquisition support, due diligence, and entity selection), Seller Representation (sale price development, buyer package creation, and transaction support), Start-Up CPA Services (business planning, lender review, and initial setup), and Dental Practice Transition Services (mergers, partnership structuring, and DSO advisory). The firm also offers dental practice valuation using multiple industry-standard methodologies. All services are tailored specifically to dental practices whether general dentistry or specialty practices (Ortho, Perio, Pedo, Endo, Oral Surgery).

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping & Accounting Services Comprehensive bookkeeping and accounting services for dental practices, including maintenance of accounting records, complete monthly bookkeeping, bank and payroll entries, financial reporting, outsourced bill pay, bookkeeping cleanup, and QuickBooks Online setup and training. Targeted at dental practice owners who want to outsource their day-to-day accounting and bill pay functions.
• Tax Services Business and individual income tax preparation and planning services for dental practices, including year-end accounting, partnership/corporation/S-corporation tax return preparation, fixed asset records maintenance, 1099 preparation, and IRS and state audit representation. Designed for dentists and dental practice entities.
• Financial Consulting Practice management and financial consulting for dental practices, including income tax planning conferences with pre-conference analysis, ongoing operational assessments, dental-specific practice performance reporting with KPI benchmarking, and financial review and goal setting. Used by dentists to optimize profitability and operational efficiency.
• Buyer Representation End-to-end CPA support for dentists acquiring a dental practice, including price and performance analysis, acquisition consultation, due diligence review, lender proposal review, income tax advice, entity selection, and post-closing accounting system setup. Built for first-time and experienced dental practice acquirers.
• Seller Representation CPA representation for dental practice owners selling their practice, including sale price development, performance analysis, profile and buyer package development, sale consultation, negotiation support, and income tax advice for sellers. Supports transactions including DSO sales.
• Start-Up CPA Services CPA services for dentists starting a new dental practice, including business plan and cash flow projections, lender proposal review, entity selection, EIN applications, payroll service selection, bookkeeping setup, and income tax projections. Geared to first-time practice owners.
• Dental Practice Transition Services Comprehensive dental practice transition advisory covering practice mergers, partnership buy-ins, and DSO sales advisory, in addition to buyer, seller, and start-up support. Designed for dentists executing ownership or structural changes to their practice.
• Dental Practice Valuation Dental practice valuation services applying multiple industry-standard methodologies, including capitalized excess earnings, asset-based, annual net receipts, and average annual earnings approaches. Used by buyers, sellers, lenders, and partners needing an independent dental practice valuation.

Quantifiable outcome

• Practice overhead optimization through staffing adjustments and vendor negotiations
• +1 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

One partnership is on record.

• NL Healthcare Advisory, Accounting & Tax, LLCcoreOthersDental CPAs is an affiliate of NL Healthcare Advisory, Accounting & Tax, LLC, providing a broader network of healthcare-focused financial services including dental practice brokerage services through NL Transitions.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Cain Watters & Associates: A Texas-based CPA and wealth advisory firm that has specialized exclusively in serving dentists and dental practices for decades. Highly comparable to Dental CPAs in vertical specialization, recurring tax/wealth management offerings, and dental-specific benchmarking expertise.
• Dental Accounting Specialists (Paragon): Paragon's dental accounting practice provides accounting, tax, and consulting services dedicated to dentists and DSOs. Direct peer operating in the same dental-niche financial services category with national reach.
• McGill & Hill Group: An accounting and advisory firm focused on the dental industry, providing tax, accounting, practice management consulting, and transition services. Direct competitor in the same niche with a similar target customer and service suite.
• ProFiTax Plus: A dental-specific tax and accounting firm serving dental and orthodontic practices across the US. Direct peer delivering comparable bookkeeping, tax, and consulting services to dental professionals.

Broad incumbents

• RSM US: Major national accounting firm with a healthcare and dental industry group providing audit, tax, and consulting to dental practices and DSOs. Comparable in dental practice expertise but competes at much larger scale and broader scope.
• Baker Tilly US: Large US advisory, tax, and assurance firm with a dedicated dental industry practice serving practices and DSOs. Comparable in dental-specific expertise but offered within a much larger, multi-industry firm.
• Plante Moran: Large US accounting and advisory firm with an active dental and healthcare practice serving DSOs and large dental groups. Comparable in target customer and service mix, but competes from a much broader generalist position.
• Wipfli: A Top-25 US accounting and advisory firm with a dedicated healthcare and dental practice serving dental groups, DSOs, and individual practitioners. Comparable dental accounting capability but offered as part of a much broader multi-industry portfolio.

Others

• Intuit QuickBooks: Core accounting technology platform on which Dental CPAs builds its dental-specific chart of accounts and bookkeeping workflows. Indirect ecosystem participant whose product roadmap and AI features materially affect Dental CPAs' service delivery economics.

Emerging players

• Henry Schein Professional Practice Transitions: Practice brokerage arm of Henry Schein that lists dental practices for sale and matches buyers. Overlaps with Dental CPAs' transition and brokerage services (especially via NL Transitions affiliate), but focused on broker-of-record rather than full CPA services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/dentalcpas
• Facebookfacebook.com/DentalCPAs
• LinkedInlinkedin.com/company/dental-cpas
• Pinterestpinterest.com/dentalcpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 CPA