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We are dedicated to the highest standards in the industry to position our clients in the best and the most advantageous financial position possible.

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We turn your numbers into insights. Our dental accounting goes beyond accuracy — providing clear visuals and management reports that help you control costs, boost profitability, and run your practice with confidence.

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At DrillDown Solution, we provide dental practices with accurate and effective bookkeeping services to help you make real-time decisions that accelerate growth.

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We create tailored financial plans that remove obstacles to growth and improve profitability. By aligning with your practice goals and tracking the right metrics, we help turn your vision into measurable results.

We combine expert compliance with innovative tax planning to minimize your tax burden and maximize practice growth.

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About Us

We deliver accurate and effective accounting services that accelerate growth.

Partnering with DrillDown Solution is like having a CFO right down the hall — thanks to video conferencing and screen-sharing. With roots in dental practice accounting since 2004, we specialize in helping practices and small businesses grow their profitability. Our accounting, tax and advisory services are designed to help your practice make smarter decisions, increase revenue, and keep more of what you earn.

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Years in Business

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Typical Tax Savings

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Happy Clients

mission

Our Mission

Empowering business owners to achieve greater wealth and more freedom.
vision

Our Vision

Be a trusted partner to our clients and offer innovative and effective business solutions.

value

Our Values

  • Instill confidence in our team members and clients.
  • Live with integrity in all that we do.
  • Value continuous learning to drive growth and excellence.
  • Innovate to improve processes and outcomes.
  • Serve our clients and communities with dedication.
  • Collaborate as a team to achieve shared success.
  • Adapt to challenges with resilience and agility.
  • Communicate openly and effectively to build trust.

Why Choose DrillDown Solution?

The primary goal of our accounting, bookkeeping, consulting, and tax planning services is to help your business make and keep more money!

  • At DrillDown Solution, we provide businesses big and small with accurate and effective accounting services to help them make real-time decisions that accelerate growth. Our accounting services reduce your administrative and bookkeeping burdens and provide you with valuable specific financial information for your particular business.
  • Our tax preparation and planning solutions help you proactively plan your business growth. Your company will benefit from our dedicated team of tax experts who work to quickly and efficiently maximize your business and tax planning results. At the core of our tax planning services is the promise that we will devise a tax strategy aimed at reducing your liabilities and optimizing profits for your business.

At DrillDown Solution, we place a strong emphasis on delivering unparalleled value. Gone are the days of billing by the hour, making your fiscal enhancements more efficient while bringing optimal value to your company.

We invite you to learn for yourself how knowledgeable, responsive and skilled our team is at improving your business' financial position. DrillDown Solution uses a combination of technology and personal care to deliver the best experience and results to our clients.

Our Work

See Our Case Studies

See for yourself how each of our time-proven business services will save you time and money and help your small business spur unstoppable growth!

Case Study — Former Tax Specialist

Case Study — Former Tax Specialist

Before partnering with us, a client believed he had identified all the financial strategies that were possible. He is educated in the employable options and didn’t expect anyone could do more for him. We went through our 32-point planning assessment and created a financial projection. We discussed ideas and found...
Case Study — Young Dentist Practice

Case Study — Young Dentist Practice

A young dentist in a rural town opened an office and was referred to us by another client. She was eager to learn and grow her practice. We implemented monthly financial services, a performance metric dashboard, and our DrillDown CFO support. Revenue increased 172 percent to $950,000 and the dentist’s...
Case Study — 401K Plan Strategy

Case Study — 401K Plan Strategy

Recently I had a new client with a profitable business come to us who had been using a 401k plan for years in addition to making annual profit-sharing contributions for owners and employees. In a recent year, the total company contribution was $51,000. Of that amount, $31,000 goes to the...

Client Testimonials

DrillDown Solution - Dental CPA

4.9Out of 5 stars

Overall rating out of 38 Google reviews

J Brad Morgan
3 months ago

I have been using the DrillDown team for 15+ years and they have always been amazing to work with and very professional.

DeVon Banks
3 months ago

I cannot say enough about the patience, expertise and ethics shown by Steve at his team at DrillDown! I am in such a better position now and have a clear understanding of where my business is going. Thank you to the entire team!!

Benton Perry
3 months ago

They are wonderful and saved me sooo much in taxes!!!

Vivek Kinra
4 months ago

I'm not an easy client to please especially because I'm fairly savvy and love the financial side of things. I struggled with finding a company that can handle my 3 businesses with one undergoing a sale, another a C corp, and then an LLC. All 3 in the dental industry. We started off a bit choppy but more I got to know Stephen and his team, more I respect them for doing things just right. Because I'm savvy enough to be dangerous, I've sometimes not understood why they do what they do but as I learn it's always exactly the way it should've been done. I went through tax planning as well and they are very methodical and often tell me what's ok and what documentation I need. Just an overall very tight shop now that we've caliberated and I know their team well! I can sorta go on and on but very strong with communication and I sleep easy knowing that there's a strong team by my side!

Naveen Chennupati
9 months ago

Ed and team have been handling my personal and dental practices tax filings for more than 2 years now. They are so knowledgeable, quick to respond to any queries, proactive and are on top of things always. They have a deep understanding of tax strategies and provide a variety of other services like bookkeeping, payroll which is so convenient. Knowing my taxes are handled by this team is a peace of mind and I can focus on patient care and growing my business. I highly recommend them. Thank you Drilldown Solutions!

Great team with plenty of experience! Always willing to take the time to answer questions or concerns that I have and have been very easy to work with!

All the people I work with to get my taxes done are knowledgeable, interested, helpful, listen to my concerns and answer all my questions. they take the time to review the draft with me. I really appreciate their service!!

Dino Gharibian
a year ago

We have been working with Stephen Nance and Drill Down for the past few years. They are very knowledgeable and helpful whenever we have questions. We have had a great experience here and would highly recommend then. Stephen always goes above and beyond to help answer any questions and gives good guidance and advice. I would highly recommended them!

Stephen has been an incredible advisor to me these past few years. He comes with a deep knowledge of tax strategy and personalized service that has helped me structure my businesses in a tax efficient way. I was referred to Stephen by dentist in our area, and I now refer him to others looking for the same!

Jodee Harris
4 years ago

I have been a client of Drill Down Solutions for the last 8 years and worked with Ed on taxes. This last year I added working with Melanie Hall to do my business bookkeeping in addition to my typical tax planning. It has been a fantastic experience. Aligning myself with their expertise and skill has made me more profitable, organized, prepared, and worry-free.

Alex Martinsen
3 years ago

I’ve been a happy client of Drill Down Solution for over 9 years. They take care of my tax planning/strategy as well as my bookkeeping and payroll. Karl and his team are very knowledgeable about the most recent updates to the tax laws, which has been particularly relevant during all of the COVID-19 related changes. Their advice has proven useful and accurate time and time again.Melanie Hall takes care of my bookkeeping/payroll and always overdelivers. Countless times I have been in a pinch and needed a very specific report or document and she has been super responsive!!For me, working with Drill Down Solution = peace of mind! 🙌

David Ferguson
5 years ago

My business has used DrillDown Solution for many years for my accounting needs. Shaylin and Cole have been fantastic to work with in helping me with business finances, handling taxes, tax planning, and keeping things work smoothly. With the CARES act they were on top of providing information before the bill was even finalized to help us prepare quickly and offered excellent advice. I have interacted with Melanie for years to handle my payroll and book keeping. She is always pleasant to interact with as she explains things in a way I can understand and also gets changes made very efficiently.

Julie Mohr
4 years ago

We have always been very pleased with the services we receive from DrillDown and especially from Ed Gabriel. They do a fantastic job preparing our taxes and helping us plan throughout the year with tax saving strategies. The price of their services are easily returned in the taxes we have saved especially compared to previous accounting firms we have used.

Meet Our Team

Connect with our experts today.

We invite you to meet the savvy, skilled professionals at DrillDown Solution who will each play a valuable role in helping your dental practice or business grow and be successful beyond your dreams!

Discover our expertise

We are a Dental Intelligence Partner.

Our customized accounting, consulting, and tax solutions maximize the success of your business. At DrillDown Solution, we place a strong emphasis on delivering unparalleled value to help your business make and keep more money to safeguard your financial future and enjoy the lifestyle you deserve!

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Accounting

Leveraging a dental CPA who knows the industry may not only save you money but help you avoid critical mistakes and opportunities for growth that a general-focus CPA may miss.

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Bookkeeping

Our expert accountants will accurately track revenue, and monitor overhead, all as we help your dental business become more profitable.

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Business Consulting

You will enjoy access to professional CPAs and business dental consultants to address the priority challenges unique to the moment in your business, allowing you to refocus on being a dentist and lead with confidence.

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Tax Prepration

Our clients do more of what they love by letting us do what we do best to leverage technology and our superior client care to make tax preparation accurate, timely, and as simple as possible. We're here when you need us. Connect in person or virtually year-round.

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Tax Planning

The DrillDown multi-year tax solution maximizes deductions, manages risk, and keeps more of your hard-fought financial resources in your pocket.