Accounting
Clean books, smarter taxes, reporting clarity, and better financial decisions.
Elevate combines accounting, team training, operations, and marketing into one coordinated system so private dental practices can grow with more control, better margins, and less chaos.
Most vendors optimize one lane. Elevate is designed as a coordinated growth suite so your numbers, people, systems, and marketing reinforce each other.
Each topic has its own identity and value proposition, while still fitting inside one integrated product family.
Clean books, smarter taxes, reporting clarity, and better financial decisions.
Role-specific training, accountability, leadership, and performance discipline.
Scheduling, systems, patient flow, and operational consistency across the office.
Patient acquisition, conversion, retention, reviews, and local growth systems.
This page ties the four service lines together as a unified product suite while preserving clear topic-level identity for each one.
If you do not know your numbers, you are guessing. Elevate helps practice owners understand financial health, avoid cash flow surprises, track dental-specific KPIs, and grow with more confidence.
Replace uncertain reporting and reactive decisions with clean books, proactive planning, and financial clarity built for dental practices.
Caught up, cleaned up, and always accurate.
Timely, integrated, and dependable payroll support.
Proactive planning to help you keep more of what you earn.
Monthly KPI visibility and better business decision support.
Accounting is strongest when it gives the owner clarity, discipline, and better decisions.
Your practice cannot grow beyond your team. Elevate helps you train, develop, and lead a team that executes consistently, improves patient experience, and drives production.
Inconsistent training leads to inconsistent performance. Without systems, teams rely on personality instead of process, which limits growth and creates burnout.
Phones, scheduling, and patient communication training.
Clinical efficiency, communication, and case support.
Patient education, consistency, and production optimization.
Doctor and manager leadership development systems.
Replace inconsistency with systems and build a team that executes at a high level every day.
Most practices are inefficient, reactive, and doctor-dependent. Elevate helps you install systems that create flow, capacity, consistency, and a stronger patient experience.
No systems means chaos. Inefficient schedules, bottlenecks, and wasted chair time limit growth long before marketing does.
Fill the schedule efficiently and protect productive time.
Reduce bottlenecks and improve treatment room throughput.
Standardize operations so performance is less owner-dependent.
Strengthen the patient journey while keeping the office on time.
Identify inefficiencies, waste, bottlenecks, and missed opportunities in the current workflow.
Install systems, standards, and accountability around the highest-leverage operational gaps.
Create more capacity and more consistency without increasing chaos for the owner or team.
Operations is the bridge between team performance and owner freedom.
Most practices rely on inconsistent referrals and reactive promotion. Elevate helps you build more predictable patient acquisition, stronger conversion, and better retention.
No system means inconsistent growth. Marketing works best when acquisition, conversion, and retention are designed together.
Referrals, reviews, and in-practice growth systems.
Ads, SEO, and local visibility that drive patient acquisition.
Improve how leads become appointments and appointments become treatment.
Increase loyalty, reactivation, and long-term patient value.
When acquisition, conversion, and retention work together, growth compounds.
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, 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 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 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.