The Role of Your CPA in a Thriving Practice

with Haden Werhan

Your advisory team should include a CPA and Financial Planner that has experience working with Dental Clients. Dentists have some unique challenges that are best navigated by a team of advisors that have experience with Dentists and understand the unique needs of the dental profession.

 

Running Time: 45:13 minutes

In this Thriving Dentist Show, Gary interviews his friend Haden Werhan on the role of a CPA in a Thriving Practice. In this Show, Gary and Haden discuss; why Haden started working with Dentists, why it is important to work with a CPA who has experience with Dentists, why tax planning and financial planning need to be coordinated, the future of section 179 deductions, wealth protection strategies, the Academy of Dental CPA’s, and why Haden finds so much fulfillment working with the Dentists. This will be the most interesting interview you will ever hear on the topic of accounting!

Haden’s website: www.twdadvisors.com

Haden’s email address: haden@twdadvisors.com

Haden’s Blog: www.wealthextractions.com

The Most Important KPI’s in a Dental Practice

with Rob Bay

TDS Logo 600X600Gary uses the concept of Key Performance Indicators (KPI’s) to help his clients better understand what is actually happening in their practice. I have often heard Gary say, “the data never lies’ and he is absolutely right. You may have the perception that a particular area of your practice is doing very well, but when you actually produce the hard data you discover that there is considerable room for improvement.

Running Time 37:23

On this show we are very fortunate to have an expert in the area of Key Performance Indicators for Dentists as a special guest. Mr. Rob Bay is a Principal in the Tax, Accounting and Financially Advisory firm called ProCore located in Provo, UT. If you are concerned about this show being…shall we say…boring…Not to worry! Rob shares Gary’s passion for helping Dentists develop a practice that is as profitable and enjoyable as possible. ProCore takes a proactive approach with their clients, where they help Dentists develop a strategy to produce the desired result rather than simply reporting what happened.

Contact Rob Bay:
rob@procorecpa.com
Phone: 855-PROCORE

Green Dental Conference:

We are thrilled to announce the first Green Dental Conference sponsored by the Eco-Dentistry Association May 3-4, 2013 in Sundance, Utah. Gary will be one of the featured speakers along with a host of other outstanding speakers.

Visit www.ecodentistry.org for more info.

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