New Practice Start-Up Support
Your Focus is Clinical.
Our Focus is Financial.
Opening your own practice is one of the most exciting things you will ever do. It is also one of the most financially complex, and we are here to ensure you start on solid ground. Whether you just graduated, are leaving an associateship, buying an existing practice, or building something new from the ground up, the financial decisions you make in the first year will echo for a long time. Setting up the wrong business entity, underestimating startup cash flow, or skipping proper bookkeeping from day one are mistakes that are easy to make and surprisingly expensive to fix. We know exactly what a new practice needs to build a financially strong foundation.

START-UP ADVISORY
Wherever You Are Starting From. We Have You Covered.
New practice owners come to us from very different places. What they have in common is that they are about to take on more financial responsibility than ever before. Dental school prepared you to care for patients, but it did not prepare you to structure a business entity or build a financial model. Whether you are transitioning from an employee to an owner, acquiring an established practice, or taking on the total financial exposure of a de novo build, we help you make that transition without the financial surprises.
Financial Infrastructure for New Practices.
Starting a dental practice is not just a clinical endeavor. It is the launch of a business. Our startup support services are designed to give you the exact financial infrastructure you need from day one, in a sequence that actually makes sense.
Startup Financial Projections
Before you sign a lease or apply for an SBA loan, you need a realistic picture of what your practice will cost to open. We build comprehensive month-by-month cash flow projections and revenue ramp models based on realistic patient volume.
Business Entity
Setup
The structure you choose depends on your state, your income projections, and your long-term goals. We help you understand the financial implications of each structure and recommend the right approach to prevent costly mistakes in taxes and flexibility.
Early Stage Cash Flow Planning
The gap between opening day and profitable operation is real. We build a cash flow plan that covers operating reserve requirements and expense timing strategies to protect your cash during the initial ramp-up period.
Day One Bookkeeping Setup
Setting up your accounting system properly from day one creates a foundation that serves you for the entire life of the practice. We design a chart of accounts specifically for dental practice financials and integrate it directly with your practice management software.
Proactive Tax
Strategy
The moment you own a practice, your tax life looks completely different. We build an estimated tax payment schedule, structure owner compensation efficiently, and set up retirement accounts that reduce your taxable income from the very start.
Financing & Lender Readiness
Taking on equipment financing or conventional practice debt requires preparation. We prepare lender-ready financial packages and understand exactly what financial institutions look for when financing a dental acquisition or a new build-out.
Client Insights
Endorsements of Excellence.
Shannon’s attention to detail and deep knowledge of accounting principles have helped us navigate complex financial situations with confidence and clarity. She is exceptionally organized, prompt, and thorough in her work, ensuring that nothing is overlooked and that we are always in compliance with current regulations.
Beyond her technical skills, Shannon is a true partner to her clients. She takes the time to understand our unique goals and challenges, and she always goes the extra mile to offer proactive solutions and sound advice. Her calm demeanor, clear communication, and genuine care for our success have made her an indispensable part of our team.
If you are seeking an accountant who combines professional excellence with a personal commitment to her clients’ best interests, I wholeheartedly recommend Shannon Duke. She has earned our complete trust and highest regard.

The Strategic Advantage of Partnering With a Dental-Specific CPA
Discover why transitioning from a general accountant to a specialized dental CPA provides the strategic insight and proactive tax architecture necessary to scale your practice confidently.
Strategic Insights, Delivered.
Join a private network of practice owners receiving our monthly tax and operational briefings.

A Financial Partner Who Already Knows Dentistry.
General accountants and bookkeepers can set up a business, but they may not know that dental practices have unique insurance reimbursement cycles that affect cash flow. They may not understand production-to-collection ratios or why hygiene department revenue is tracked differently than provider production.
Precision Dental Accounting works exclusively in dentistry. Every projection we build, every bookkeeping system we set up, and every financial structure we recommend is designed for a dental practice specifically. We do not adapt generic small business templates.
When you work with us, you are not educating your accountant about your industry. We already know it. That lets us move faster, catch things a generalist would miss, and give you advice that is actually relevant to what you are building.
Ready to Build a Strong Foundation?
The best time to get your finances right is before you open. The second best time is right now. Whether you are still in the planning phase or you have already opened your doors and realize you need better financial systems, we would love to talk.
Schedule a free consultation and let us talk through where you are, where you are headed, and what it would take to build the financial foundation your practice deserves.