Dr. Alicia Valentini, D.D.S, M.S., is a highly-recognized dental practice owner in the Heights area of Houston. Dr. Valentini sought better information to help grow her practice. She specifically was looking for support from a specialized dental CPA that could provide tailored business advisory, outsourced accounting, and tax compliance services for dental practices. Our CPA firm engaged Dr. Valentini to provide her with monthly services, as well as timely support applying for a PPP loan during COVID-19 in 2020.

Optimized business processes for a dental practice.

Helped organize the practice’s accounting books and financial reports.

Provided tax support to create clarity around tax obligations.

Created a monthly P&L statement to track profitability.

Set up payroll for her practice.

Identified areas for improvement delivered through monthly reports.