Medical & Dental

Serving patients. Relentless marketing. Controlling costs. There’s plenty to do running a medical or dental practice before worrying about the books. That’s where we come in. As the premiere CPA and financial consulting firm in the Pacific Northwest, we know the challenges of hanging onto the income in high-revenue businesses like yours. Whatever financial complications you’re facing, we’re sure to be able to come up with a treatment plan.

Common Services We Offer Medical and Dental Practices

Client Accounting Services

Keep your books solid throughout the year with expert accounting help. We can work directly in your Quickbooks or Xero account, too.

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Consulting & Management Advising

Determine your short-term direction and long term strategy with help from our expert financial consultants. We assist with everything from forming entities to planning exit strategies.

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State & Local Taxes

Stay on top of your tax obligations, and those of your business, nonprofit, or other organizations. We’ll walk you through and help you avoid audits and overpaying.

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Tax Planning & Preparation

Set yourself up for success with our approach that uses a rigorous eye to help you get the greatest advantage from your income tax situation.

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Why Us for Medical and Dental Practices

Trusted Partnership

Since 1972 we’ve been here in Portland, working to better our community. Our philosophy says we only succeed when you succeed, and only you can define what that means. Throughout it all, we’ll be there for you.

Bringing Our Best

We operate a small team where our top people, including the partners, are the ones handling your sensitive financial situations.

A Diverse Team

Diversity, equity and inclusion has been a core value of the firm since the beginning and is at the center of who we are and how we work.

Medical and Dental Practices Experts