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Westfront is a CPA for dentists who need reliable financials, strong compliance, proactive tax planning, and the visibility to stay on top of profitability and cash flow as the practice grows more complex.
Westfront works best with dental practices earning $500K to $10M a year that want reliable financials and a CPA involved throughout the year. Some practices come to us for clean bookkeeping and compliance. Others need tax planning and deeper financial visibility as the practice grows more complex.
Understand profitability by provider. We bridge production and collections data from your practice management software (PMS) with QuickBooks to show you the margins behind each provider.
Equipment purchases are easy to get wrong when all you see in the books is an expense. Purchases that qualify under the $2,500 de minimis safe harbor should be expensed accordingly, while larger equipment purchases must be reviewed for capitalization rather than simply recorded as an ordinary business expense. We request receipts whenever supporting documentation is needed to keep you audit-ready.
Larger equipment purchases are often financed, making them easier to get wrong. We make sure the asset purchase includes what you put down and what was financed. As payments go out, we separate principal from interest so your assets, liabilities, and interest expense stay accurate.
Taking the largest deduction available today is not always the best strategy. We coordinate Section 179 and depreciation with the broader tax picture so deductions are timed for when they create the most savings. At the same time, larger purchases stay properly documented and organized without crowding the balance sheet with a long list of old assets.
Collections left after provider compensation and direct costs.
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Bottom line remaining before taxes.
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Adjusted production successfully converted into collections.
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How long collections should remain outstanding on average.
Hygiene share of total practice net production.
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Annual growth in new patients for a healthy practice.
Source: American Dental Association (ADA) benchmark data and industry guidance.
Growth often brings more financial complexity before it brings better visibility. What once felt easy to stay on top of grows harder to understand and faster than the time you can dedicate to it.
With more going on, understanding what’s happening financially can easily fall through the cracks. More collections, more compensation, more staff, and more moving pieces to stay on top of.
Collections look strong, but cash feels unpredictable.
Equipment purchases create messy tax implications.
Costs keep growing, and it only gets harder to tell if profit is keeping up.
Taxes keep surprising you and getting harder to manage.
Monthly pricing shown. Billed weekly. Price moves with the scope of services, financial complexity, and the level of reporting and guidance your business needs. Month-to-month, cancel anytime.
Monthly bookkeeping, reconciliations, financial statements, compliance, annual tax returns.
Everything in Essentials plus tax visibility, payroll oversight and a CPA strategy call each quarter to tax plan.
Plus profitability by provider, practice benchmarking, scenario modeling, cash flow structure, bi-monthly performance reviews.
Cleanup of prior periods is quoted separately, typically $750–$3,000 one-time.
What should a dental practice look for in a CPA?
Look for a CPA who becomes the bridge between your PMS and QuickBooks, stays ahead of the practice, and doesn’t need to be managed or chased down. As the practice grows, your CPA should grow with it so financial complexity doesn’t outpace visibility and control.
Can you work alongside an office manager or internal staff?
Yes. We often work alongside an internal AP or AR person. They can continue handling day-to-day entries while we review their inputs in QuickBooks to make sure everything is correct and aligned with the financials.
Do you offer tax planning or just tax filing?
Annual tax filing is available with any of our three offers, but it’s optional. Some clients keep their legacy CPA for personal tax filings and engage us solely for the business. Tax planning starts with Business GPS (Tier 2), giving you monthly tax visibility and quarterly CPA meetings to evaluate opportunities as the practice grows.
What is it like working with you?
You receive monthly reporting and an annual January check-in. Business GPS (Tier 2) adds quarterly CPA strategy calls, while Fractional CFO (Tier 3) moves to bi-monthly performance reviews. The CPA stays directly involved throughout. No handoffs or layers of people to work through.
Thirty minutes, no charge, and you leave with at least one thing to change whether or not you hire us.
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