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De Novo Services

Accounting. Team. Operations. Marketing.

One system. One partner. 100% independent.

Accounting

  • Maximize Profit​
  • Entity formation (LLC, Corporation, S-Corp election) & EIN
  • Startup budgeting & cash flow forecasting
  • Lease review & purchase consulting
  • Malpractice, liability, and property insurance consulting
  • Assist with employment and associate contracts
  • Build Equity
  • Banking & merchant services setup
  • Payroll setup and employee onboarding
  • Bookkeeping
  • Monthly financial reporting & benchmarking (specialized for dental practices)
  • Past due accounts receivable assistance
  • Fee schedule negotiations
  • Retirement plan consultation (401k, SEP IRA, profit-sharing)
  • Protect Cash
  • Tax strategy & tax filings 
  • Adding associates and/or partner(s)
  • Practice valuation & transition planning
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Team

  • Onboarding & Training
  • Structured onboarding systems & role clarity scorecards
  • Elevated Patient Experience system training
  • Hygiene, assistant, and front office systems
  • Team Handbook creation
  • People & Compliance
  • Recruiting & hiring for all roles (clinical & admin)
  • HR setup & compliance (payroll, benefits, OSHA, HIPAA)
  • Legal document drafting (contracts, consents, NDAs)
  • Culture & Growth
  • Core values, purpose, and vision alignment
  • Daily huddle training, weekly solutions meetings, quarterly meetings
  • Performance metrics & accountability systems
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Operations

  • Deliver Value
  • Leadership coaching for doctors & managers
  • Case acceptance training that gets to “yes”
  • Objection-handling and patient communication skills
  • Patient experience systems that create 5-star service
  • Optimize Flow
  • Scheduling mastery: pre-blocks, recall, emergencies
  • Standardized hygiene, perio, and procedure workflows
  • Assistant and specialist checklists
  • Lab partnerships and supply controls that cut waste
  • Improve Systems
  • Practice management software setup & optimization
  • Leadership meetings and quarterly goals
  • Weekly team trainings
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Marketing

  • Attract New Patients
  • Branding & logo design
  • Website design, SEO, & Google Business optimization
  • Paid advertising (Google, Meta, YouTube, LinkedIn)
  • Community outreach & referral programs
  • Build Patient Trust
  • Reputation management & review generation
  • Social media content & campaigns
  • Photography & videography (tours, testimonials, case studies)
  • Grow Loyalty and Lifetime Value
  • In-house membership plan creation
  • Loyalty & rewards programs
  • Patient satisfaction surveys & feedback systems
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Insurance

  • Verification of Benefits
  • Insurance benefits verified for all new patients 2 days out
  • Insurance coordination with the front office team
  • Benefits entered into the practice management software
  • Patient Aging
  • Follow-up on outstanding balances over 30 days
  • Statements, texts, and emails to follow up
  • Software updated with collections efforts
  • Insurance Aging
  • Resubmitting and updating claims
  • Ensuring the office is collecting on outstanding claims over 30 days
  • Insurance training to maximize collections
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How Elevate Can Help You

"I’ve worked with Elevate Practices for over 10 years. They’ve been in the details of all 4 practice acquisitions, staff training and day-to-day operations. Accounting is efficient and very organized. We weekly use their training material for our team solutions' meetings. Most of all, my office managers love the support that is offered."
Clayton Cook, DMDOwner, 4 Practices
Clayton Cook, DMD

LACY HILL

DIRECTOR OF ACCOUNTS RECEIVABLE

Lacy Hill brings over 13 years of experience in the dental field, with specialized expertise in insurance aging and doctor credentialing. Her attention to detail and deep understanding of dental office operations make her an invaluable asset to the practice. Lacy is proud to serve her community with integrity and professionalism.

Outside of work, she enjoys spending time with her husband and their three children. Lacy is also actively involved in her church’s youth program, where she is passionate about mentoring and supporting young people.

MASON GARDNER, CPA

DENTAL ACCOUNTANT

Mason Gardner, CPA, CMA, CFM, is a seasoned financial executive with over 25 years of experience in both public and private accounting. As a former Chief Financial Officer and a licensed CPA, Mason has built a career distinguished by strategic leadership, operational excellence, and financial integrity. He also holds credentials as a Certified Management Accountant (CMA) and is Certified in Financial Management (CFM), bringing a comprehensive approach to corporate finance and strategic planning.

In addition to his extensive accounting background, Mason has significant experience in real estate.  He regularly advises clients on entity structuring, tax planning, and business acquisitions, helping entrepreneurs and business owners make sound financial decisions that consider tax optimization as they align with long-term goals.

Mason is an accomplished entrepreneur, owning and operating multiple businesses, including successful dental practices. His hands-on business ownership experience gives him a unique understanding of the operational and financial challenges faced by growing companies.

Outside of his professional endeavors, Mason enjoys spending time with family, boating, adventure biking, mountain biking, ranching, and working on home improvement projects.

JOSH HURST, CPA

DENTAL ACCOUNTANT

Josh Hurst holds a Bachelor of Science and a Master’s Degree in Accounting with honors, as well as a Master’s in Business Administration. A licensed Certified Public Accountant in the state of Utah, Josh brings over nine years of experience in public accounting, having advanced to the role of manager at Hinton Burdick, the largest CPA firm in Southern Utah.

Josh specializes in tax planning and entity structuring strategies that legally minimize tax liabilities. He also has deep expertise in business valuation and litigation support services. His work spans a wide range of industries, including construction, retail, real estate, manufacturing, and professional services.

In addition to his accounting practice, Josh is a serial entrepreneur who owns and operates three other businesses, providing him with firsthand experience and unique insight into the challenges and opportunities faced by business owners.

He is an active member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA).

DAVID GERTSCH, CPA

DENTAL ACCOUNTANT

David Gertsch earned both his Bachelor of Science and Master’s Degree in Accounting with honors from Southern Utah University. With over nine years of experience as a Certified Public Accountant, David began his career at Deloitte & Touche—one of the prestigious “Big Four” accounting firms—where he quickly rose to the position of manager.

Throughout his career, David has provided auditing and accounting services to major resort and casino operations across Nevada, Pennsylvania, Missouri, Louisiana, and California. His expertise extends to internal control evaluations, SEC audits and reviews, IPO readiness, budgeting, financial statement preparation, business planning, and general management consulting.

David has worked with a wide range of clients including casinos, hotels, gaming manufacturers, REITs, medical and dental practices, retailers, law firms, pharmaceutical companies, and other diverse businesses. His experience spans organizations of all sizes—from Fortune 500 companies to local governments and small businesses.

As the founder of HGG Advisors, David now focuses his practice on serving professional service firms. He is a licensed CPA in both Nevada and Utah and is an active member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA).

In addition to his client work, David regularly leads internal trainings and workshops at Deloitte, HintonBurdick, and HGG Advisors. Committed to both professional excellence and community service, he looks forward to building trusted partnerships and delivering impactful results for your organization.