• Accounting, Payroll, & Tax Filings

    • Complete monthly reconciliations of your bank and credit card accounts
    • Online access to Quickbooks – works on any device
    • Financial statements completed within 10 days of month end
    • Paperless bill pay system with online access to all of your bills
    • Bi-weekly payroll and quarterly filings
    • Tax optimization strategies and entity structure
    • Tax
    • Tax
    • Collaborate with Office Manager, Doctor, and Lead Assistant for accurate tracking to keep expenses in line with industry standards
    • Proper entry of all transaction information into your QuickBooks

  • Financial Planning

    • Cloud-based financial planning software to monitor your goals
    • Competitive rates for dentists on life and disability insurance
    • Estate, investment, and retirement planning

  • Monthly Boardroom Calls

    • Monthly “Boardroom” calls with an Elevate Practices Expert
    • In-depth review of key metrics and performance action plan
    • Identify problems and fix them quickly

  • Online Dashboards

    • Custom dashboards work on any device
    • Real-time access to key metrics for your team
    • Team members can know whether they are hitting their goals

  • 7 Custom Systems + Training

    • Online intranet with 7 proven systems' manuals covering every aspect of your practice
    • Online training platform so your team is clear on what their roles are
    • Access to 3 in-person leadership trainings per year
    • Live monthly training webinars

  • Elevate Community + Discounts

    • Give your team members virtual access to all other Elevate offices
    • Take advantage of Elevate bulk supplier and lab discounts
    • Online project management to achieve your objectives and key results

  • Build Your Online Presence

    • Get found online through our comprehensive social media program
    • Consistent updates to Facebook, Pinterest, Instagram, YouTube, Google Plus, and more
    • Grow your brand through a focused online strategy