Dental CPAs & Financial Advisors

Everything for your practice & personal financetogether

We know you don't want to be the quarterback between all of your advisors, accountants, and financial providers. We make it EASY by having dental CPAs, Certified Financial Planners, and wealth managers handle it all for you. One contact, one team, all under one roof.

Tired of juggling finances across multiple advisors?

Unlike other dental CPA firms, we handle every piece of the financial puzzle—from debt management to tax strategy onto exit strategy and retirement planning—to help you make the best 360°decisions for both your personal life and dental practice.

Dental CPA

Build wealth for your  practice and future self

Are your business & personal finances handled by different people? Even separate firms? We bring everything under one roof to maximize your dental practice & personal wealth, together.

Dental CPA Team

Back yourself with specialized expertise

At Core Advisors, we’ve been guiding dentists for more than twenty years. You can count on our experienced, dedicated team members to support you in every facet of your finances.

Dental CPAs

Save thousands of dollars across your portfolio

Different strategies across your taxes, practice, and retirement can leave a lot of money on the table. We make sure every financial decision for your dental practice benefits your personal wealth, and vice versa.

Throw out the old way of dental accounting

Traditionally, as a dentist, you act as the quarterback of your personal and business finances. Juggling multiple people, firms, and decisions across your personal taxes, business taxes, payroll, property taxes, debt management, investment strategies, retirement contributions, bookkeeping, budgeting & forecasting, acquisition planning, personal financial planning... and more.

Dental CPAs_Core Advisors

We build your personal and dental practice wealth, together.

At Core Advisors, we set out to change that. We handle everything for you under one roof. From bookkeeping and tax strategy, onto financial planning and debt management, we bring your finances full circle. You’ll never have to stress about whether or not you’re making the best financial decisions for yourself, or if your growth plans aren’t on track. That sits with our experts now.

One team of dental CPAs, certified financial planners, & wealth advisors

Here are just a few of the services we handle for you:

Practice Accounting

Accounting software, monthly reports, compliance. Save hours of in-house work each month by outsourcing your tedious, boring yet essential accounting to Core Advisors.

Payroll

Never dread another payroll run again. With Core Advisors, managing employee time off, pay stubs, employee benefits, and payroll tax is all off of your plate now.

Tax
Services

From high net worth tax strategy to tax preparation and filing, our team of specialized dental tax accountants make sure you never pay a dollar more than you legally owe.

CFO
Services

We help you build a dental practice you’re proud of. From KPI setting, to financial projections, onto budgets & revenue strategies, we look ahead for you to maximize profitability and growth trajectories.

Retirement
Planning

While you’re busy running your practice, we’re busy planning for life after it. We make sure your investments, debt management, and exit plans are set up and thriving, so you can look forward to life after work.

Wealth
Management

Never worry about the future with Core Advisors. Our experienced wealth management advisors ensure your portfolio is well-balanced to match your risk and growth needs.

Just a few of our happy clients

Dr. Thomas Edmonds
Dentist
Laura Alexandra
Dentist
Laura Alexandra
Dentist
Laura Alexandra
Dentist

Why dentists love working
with our dental CPAs

Listen to our Founder, Thomas Gore, talk through a few of the reasons why dentists love working with Core Advisors.

Here’s what to expect once you’re onboard

Getting set up with us is easy! Here's what you can expect when we kick off:

Set Priorities

You'll meet with your dedicated team to discuss your priorities. Practice growth? Debt pay off? Exit planning? We'll build a plan together.

Accounting Takeover

Our team will get to work on every aspect of your business: daily bookkeeping, monthly payroll runs, and more. It's our responsibility now!

Personal Financial Planning

Next, we'll take a look at your personal financial planning. Are you paying yourself enough each month? On track for retirement? We'll align your personal & business goals.

KPI, Tax, & Business Planning

We'll take a look at your business growth goals vs. progress. What goals are you trying to reach? What KPIs should you be tracking to get there? We'll plan your tax & profit strategy for the year.

Investment Strategy

Finally, we'll tailor your wealth & investment portfolio to your individual level of risk and reward. We'll take into consideration your tax strategy, asset management, and long-term goals to design a custom plan for you.

We're more than a dental CPA. We're a financial partner.

Is it time to try a new way of handling your dental accounting & personal wealth? Book a call with one of our team members to get started: