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about us
A combined 50+ years of experience in Accounting, Tax, and Consulting
DrillDown Solution helps dentists reach the best financial position possible. We use our combined 50+ years of experience in Accounting, Tax, and Consulting to help dental practices ACT and enjoy the outcome they want, even if they don’t have time.
Since our doors opened in 2004, we made it our mission to help small business owners and dentists grow their businesses to maximize profitability. Whether you need tax help, bookkeeping, or consulting, we have a successful solution to help you achieve your best financial position and your best life.
Our Mission, Vision & Values:
01. Our Mission
02. Our Vision
03. 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.
16+ Years Experience of Business
Accounting
We have excellent accountants who provide not only accurate accounting but also visuals and reports, all to help you manage your practice efficiently and effectively.
Bookkeeping
At DrillDown Solution, we provide dental practices with accurate and effective bookkeeping services to help you make real-time decisions that accelerate growth.
Business Consulting
We are here to help with custom plans to resolve blocks and grow profits. We look at your goals and metrics to turn plans into results.
Tax Preparation & Planning
Our tax planning solutions are custom-made based on the individual needs, wants, and goals of your dental practice or small business.
How we work:
The DrillDown Process
DrillDown is a full-service accounting, consulting, and tax firm. We designed our process to give you exactly what you need.
Step 1 — Discovery
The first step is to reach out and set up a call. We will ask questions about your needs, goals, and challenges. Our objective is to help fill your needs, attain your goals, and overcome your challenges.
Step 2 — Benchmarks
We will look at your records to create a baseline of where your financials are currently. Our team’s expertise in working with this sensitive information helps you experience peace of mind. You are probably doing better than you think but, we’ll compare your current situation with industry benchmarks and show you what you can achieve.
Step 3 — Catalyze
DrillDown Solution goes beyond defining a plan (but we will do that too). We will draw upon our 15-year history as a CPA firm to help you along the way. Whether you need a little tax help or a fractional CFO, we’ll proactively help you to achieve your best financial position possible.
Blog
Read our latest news
To further achieve our mission, we regularly post information to empower our clients to achieve their best financial position. Check back often to enjoy timely Drill Bits of business knowledge.
