Purchasing or starting a new practice?

We'll get you started on the right foot, with confidence!

Incorporation Guidance- We'll guide you to complete all required steps for establishing your new corporation for the best value! This includes your Articles of Incorporation, Bylaws, Organizational Meeting Minutes, initial Statement of Information filing, EIN assignment, and S-Corporation election filing with the IRS.
FREE Bookkeeping Set-up- We'll get your new accounting system all set-up, complete with the best dental industry chart of accounts.
FREE Payroll Set-Up- We'll file with the IRS & CA EDD, collect information from your employees, assist with employee on-boarding, and have everything ready on Day 1!
UNLIMITED Office Visits- We will meet with you and visit your office as many times as required until you're comfortable with everything in your new office!
UNLIMITED Staff Training- We'll work directly with your office staff to ensure everyone is comfortable with all aspects of your accounting, payroll, and time-tracking systems.
Vendor Recommendations- We will assist in providing a recommendation of low-cost vendors to help get your practice started. (Note: we make zero commission.)
Loan Assistance- Let us help with submitting loan applications, recommending lending options, and working with your lenders on projections.
Purchase Evaluations- If you're considering purchasing a practice, we can help evaluate the financials and the practice valuation to determine if it's a good deal.
Cash Flow Projections- Let us help you develop cash flow projections to understand what you can afford, how much cash you'll need, and the tax ramifications.
Pre-Incorporation Expenses- We'll help you track all of the pre-incorporation expenses to ensure everything is accounted for and properly deducted.
Seamless Transition- Whether you're purchasing a practice, opening a new location, or starting a new practice from scratch, we'll work ahead of time to ensure everything is in place by Day 1. Let us take the stress off your plate!
FREE INITIAL CONSULTATION.
You've got nothing to lose!
Schedule a Free, No Obligation Consultation!

PLEASE NOTE: if you're trying to schedule an appointment, this below is the wrong form! Instead, please find an available time and then click "Next" on the right side of the page to finish scheduling the appointment.

To request more info, please complete the following form:

Contact Info

508 2nd St., Ste 107B

Davis, CA  95616

Email: dsholer@cpa.com

Tel: (530) 231-5286

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