We are a boutique Tax and Consulting firm dedicated to serving the unique needs of dental practitioners. We also have select clients in the medical, construction, and sales industries, as well as families who desire a more integrated approach to their tax and financial planning.
A dental practice is unique among small businesses. A successful practice employs multiple people, invests a large amount in equipment, and produces significant income for the dentist. Each of these factors presents special challenges and opportunities for the dentist and dental practice. Making informed, rational decisions regarding these issues is at the heart of creating financial efficiency in your practice and your related personal financial plan.
As a self-employed dental practitioners, you are the CEO of your practice. Unfortunately, you are probably also the bookkeeper, human resource manager, purchaser, etc. You wear many hats, but you don’t need to; and if you want to create real efficiency, you should delegate those items that distract you from the most important part of your business--practicing dentistry at a high level! That’s where Rubicon Consulting & Management, LLC comes in.
Whether you are just starting out in practice or have been practicing for decades, we work with you to eliminate all of the financial “noise” so that you can develop a customized financial strategy that truly meets your goals and objectives ... not the objectives of a salesperson. A self-employed health professional--Dentist or Physician--has unique needs when it comes to developing and executing a comprehensive tax and financial strategy. There are so many, often conflicting, voices in the financial industry that it can be a daunting task just determining a course of action that works for you. That is where Rubicon Consulting and Management, LLC comes in. Please take a moment to explore our website to see if we are the right Tax Advisor for you.
Even though most dentists wear many hats in their practice, they also develop different professional relationships along the way: a CPA, insurance agent, investment professional, etc. The natural fallout from having many professional relationships is varying degrees of financial noise--conflicting financial recommendations that arise because your current “advisors” are not communicating with each other and many times, their recommendations are laced with their own self-interests instead of your own.
Moreover, we have found most dentists manage their practices by monitoring the checking account balance and watching collections activity. While this may feel appropriate, it is no way to run a significant business like a dental practice. We provide real financial tools to manage your practice monthly, quarterly and annually, but the best part is, you don’t have to be bogged down in the details!
As your CFO, we condense the numbers into a usable report that you can review in 15 minutes to begin making better decisions regarding your day-to-day operations as well as your long-term financial objectives. We will be able to make recommendations that help you be a better CEO, not recommendations that are based on a salesperson’s self-interest. We then help you implement the recommendations you feel need action today.
We empower dentists to reach their financial goals by remaining aware of their practice benchmarks and accountable to their financial goals and objectives.
Please contact one of our associates to see how we can integrate one of our financial service levels into you your practice.