Spotlights > Dental Practice Services

Services for Dental Practices

Most dentists would rather focus on the health of their patients than the worries of running a business. Whether it’s questions of tax liability, transitional issues, retirement, or quality of life issues, business concerns can become overwhelming and take time away from the dental operatory.

The Bonadio Group (TBG) is the “dental practice specialists” of upstate New York. We have over 50 years of experience advising dentists across a broad spectrum of business and financial issues, and bring extensive industry knowledge and resources to the table regardless of size of practice. From sole practitioners to partnerships, from limited liability companies to corporations, TBG will safeguard and promote your business interests.

We have the knowledge and expertise to help you increase your productivity and profitability, add value to your practice, and enhance the quality of your life. With the aging of practitioners, we have also developed a specialty for helping you sell your practice, complemented by succession and estate planning so that your assets enjoy both growth and protection.

Whether its brokerage services, practice valuation, transitional issues, ongoing business management or financial planning, TBG employs the skills and experience we possess to obtain the best business outcome for our doctors.

For further information on our dental practice services, call us at (800) 487-7624 or contact us.


Services we provide to dental practices include:

Accounting and Tax Planning

  • Pre year end tax planning advice
  • Tax return preparation and compliance
  • Cash flow analysis and budgeting
  • Bookkeeping consulting
  • Transactional tax planning (i.e. divorce, real estate)
  • Outsourced bookkeeping

Practice Valuation

  • Fair market valuation of dental practices

Fraud Prevention and Investigation

Transitional Issues

  • Practice sales, acquisitions and mergers
  • Creation of mutually beneficial agreements between partners, associates and principals
  • Introducing prospective practice buyers and sellers
  • Streamlining the transition of separate practices into a new entity
  • Financial consulting for practice acquisitions

Personnel Issues

  • Supply staffing in an emergency or transitional situation
  • Staff recruitment services
  • Employee manuals
  • Human resources issues
  • Employee incentive plans
  • Retirement planning services
  • Comprehensive retirement and insurance solutions with cost effective administration

Financial and Clinical Consulting Engagements

Analysis of a practice’s performance with emphasis on the following areas:

  • Effective marketing
  • On-site practice evaluation in the areas of financial policies, team development and operational policies
  • On-site workshops/team seminars to motivate the team, address concerns, and identify goals and priorities to improve the operation of the practice
  • Follow-up support
  • Collection policies
  • Overhead control
  • Doctor and hygiene production
  • Treatment planning
  • Team building, training and managing an effective staff
  • Software selection and utilization
  • Efficient scheduling

Business Analysis and Benchmarking

  • Statistical survey and comparison of local area practices
  • Business planning and financial forecasting
  • Fee schedule analysis
  • Pay statements
  • Financial planning
  • Comprehensive personal financial planning
  • Investment advisory services
  • Insurance consulting/strategies
  • Trust and estate planning
  • Employee benefit planning


The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.