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 practice’s 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 dentists grow their practices to maximize profitability. Whether you need a little tax help or want to join our Dental Business Masterclass, we have a successful solution to help you achieve your best financial position and your best life.
The process from here
We have a full suite of services. Our process is built to give you exactly what you need.
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 but, we can’t until we know what they are.
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.
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.
Stories of awesomeness
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 an opportunity he had not heard before. He was skeptical at first, but we worked diligently to ensure the process addressed his needs.
He now relies on us to help put money in his pocket so he may invest in his business and personal growth. It gives us at DrillDown Solution great gratification to benefit our clients with our success framework.
-Anthony Litchfield, Tax Specialis
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 were happy to partner with her form a lucrative practice. We implement monthly financial services, a performance metric dashboard, and our DrillDown CFO support. Dentist income increased 324 percent to $325,000 almost double the 172 percent revenue growth of $950,000. DrillDown systems educate dentists to increase revenue while reducing expenses without losing patient treatment time.
-Ed Gabriel, President/Profit Consultant
We had a client wrestling with constant struggles with cash flow despite an income of $80,000 a month. They were submerged and felt that they were digging a hole that they would never be able to recover from. They mentioned frequently that they didn’t have any guidance from their accountant. We promptly employed our vigorous approach to bookkeeping, quarterly planning, and tax preparation. We drilled down to the data needed to construct successful solutions. We first built a system to steer spending to promote growth. Then we held their feet to the fire with quarterly planning and accountability. The frequent contact provided them with an awareness of their financial situation for the upcoming months. The client benefits from a sense of control over their finances, and peace of mind knowing their bookkeeping and tax returns are accurate.
–Ryan Pearson, Tax Manager
"I like that my business is set up correctly right from startup."Curtis Fullmer
“DrillDown Solution, you’re awesome. You’re so different than any other CPA because you’re forward-thinking.”Dr. Stanton AllenABC Pediatric
“You have taken great care of us – form 5471 – we didn’t even know we needed it.”John Carlson
“Thank you, Ed, for all you have already done for us – our financial future is much brighter!”Julie Mohr
"Since you’ve taken over the financials, I haven’t had to worry about them getting done and I understand them better. I feel like I’m more in control of my future and I have more peace of mind."Mike Griffith
“DrillDown Solution has provided me tax strategies that have saved me tens of thousands of dollars annually.”Dr. Sheldon Peck
"Thank you so much, DrillDown Solution. Lately, we've been hit with many 'hard' things, so in the midst of all the hard stuff, you are a bright light! Thank you so much for all you do for us."Kris Nelson
Meet the Team
MBA, CPA Partner and President
MBA, CPA Partner, and Vice President
MBA, CPA Partner and Chief Executive Officer
Billing and Tax Processing Manager
MBA Accounting Manager
Payroll and Bookkeeping Manager