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
Accounting, Payroll, & Tax Filings
Financial Planning
Monthly Boardroom Calls
Online Dashboards
7 Custom Systems + Training
Elevate Community + Discounts
Build Your Online Presence