SlideShare une entreprise Scribd logo
1  sur  4
Télécharger pour lire hors ligne
Dental Accounting for the
 unique needs of today’s
  Dental Professionals.




Certified Public Accountants & Financial Consultants
A few reasons some Dental Professionals are smiling . . .
      When you work with the Dental Division of              • Advisement regarding the purchase of assets to take            • RiskManagement
      WCS, you will find our approach is to provide          advantage of tax deductions
      a personal, flexible engagement tailored to                                                                             Dental Accounting Services  Tax Planning
                                                             • Preparation of budgets as changes in the practice occur
      meet your practice’s specific needs.                    such as hiring an associate, expanding the practice and         •ProactiveBusinessPersonalTaxPlanning
      Even our typical engagement is not so typical.          purchasing additional offices                                   •Preparation of Individual, Corporate, Partnership,
      It involves a financial check-up of your practice      • Assistance in determining when retirement is feasible           andPersonalPropertyTaxReturns
      twice a year. The financial check-up consists           based on personal and business goals
      of reviewing various financial reports such as                                                                          •FinancialPlanningServicesincludingPersonaland
      Cash Flow, Overhead/Profit of the practice and
                                                             • Facilitation of the financial transition that occurs when       EstateRetirement
                                                              buying or selling a practice
      Compensation/Benefits of the owner. We then                                                                             •IRSRepresentation
      compare these reports to industry averages to          Tax planning is a very vital component of our services
      determine the ‘wellness’ of the practice.              throughout the year and during the life of the business.         About Us
                                                             We build strategies to benefit the owner and minimize
      Having a financial check-up of your practice                                                                            Since its inception the Dental Division ofWeyrich,
                                                             the tax burden.
      allows us to help you monitor expenses,                                                                                 CroninSorra,Charteredhasbeenavaluedresource
      improve revenue and generate discussions               Management Advisory Services                                     todentalpracticesinMarylandandthesurrounding
      concerning current practice management and             • Practice Start-up Assistance                                   states. Dental professionals rely on our competent,
      long term goals for you and your practice.                                                                              efficient and proactive staff to provide them with
                                                             • Guidance for Practice Expansion
      Some examples where we have helped our                                                                                  servicesspecificallyrelatedtodentalpractices.
                                                             • Assistance with changes in Partner Arrangements
      clients are:                                                                                                            LedbyHelenConnolly,CPA,ourstaffofprofessionals
                                                             • Accounting Software Training  Consulting
      • Selection of appropriate funding for                                                                                  maintainthehighestlevelofreliabilityandintegrity.
        expansions or initial purchase of a practice         • Technology and Systems Consulting                              When needed, we have resources available within
      • Determination of the type of pension plan            • Litigation Support/Forensic Accounting                         Weyrich,CroninSorraallowingustouse‘largerfirm
        that fits the practice and when it should be         • Planning and Review of Benefits and Compensation               talent’allwithoutcompromisingtheClosePersonal
        started                                               Policies                                                        Attentionthatsetsusapartfromotherfirms.


We started a dental practice from scratch 13 years ago and   to explain items to ensure that we fully understand accounting   move to a new location this year. Helen assisted us in finding
have been working with Helen Connolly almost since day       terms, issues, and outcome of decisions.                         funding sources as well as evaluating the best financing
one. It has been wonderful to work with an accountant                                                                         package to meet our needs for this new venture. We would
                                                             Prior to the end of the year, we sit down with Helen for a tax
and accounting firm with so much dental knowledge                                                                             highly recommend Helen Connolly and Weyrich, Cronin
                                                             planning meeting. That way we know what to expect and what
and experience. Helen and her staff are always available                                                                      and Sorra.
                                                             changes need to be made before the years end. We have seen
to answer questions when you call. They take the time        our practice grow and we are planning to expand our office and   • Drs. Karen Roschella and Ann Zinger


                                       A Firm That Provides Close Personal Attention
What Your Peers are Saying
about the Dental Division
of Weyrich, Cronin  Sorra
I h av e b e e n a s s o c i a t e d
with Helen Connolly since
1996, when I first purchased
my prac tice in southern
Maryland.
I have been blessed to have her
and her firm to help organize
and guide me in both business
and personal matters. I trust
her and recommend her
highly to anyone searching
for a superb accountant. Her
unending attention to detail
is very much what I need.
• Mark Hochman, D.D.S.                 Helen Connolly is an expert in the accounting and
                                       management of dental practices. With over 10
                                       years in the dental accounting industry, she has
It is my great pleasure to             proven to be a leader that dentists turn to as their
                                       trusted advisor.
recommend Helen Connolly,
CPA . I have worked with
her on both personal and               for the past seven years. It is
business accounts for eight            extremely comforting to me
years. Helen has always                to know that Helen oversees
displayed a high degree
of integrity, responsibility,          the financial well-being of
and consistency. She is very           my dental practice. There are
conscientious of her work              many great things that I can
and it is always delivered             say about Helen - her expertise
promptly. In addition to               and knowledge of accounting,
her friendly demeanor, she             and specifically how it relates
has proven herself to be               to dentistry, her promptness
accurate and trustworthy.
She is very thorough with her          in answering or returning
work and asks appropriate              my phone calls, as well as
questions. She is also a most          her guidance in prioritizing
dependable team player. Her            financial decisions.
good judgment and mature
outlook ensure a logical and         Most important to me, though,
practical approach to her            is the simple knowledge that
endeavors.                           Helen truly cares about the
Helen is an asset to me, and success of my practice and
I am happy to give her my about me, as an individual. I
wholehearted endorsement. would never want to manage
• Suresh Pattanashetti, D.M.D., P.A.
                                     my dental practice, without
                                     knowing that Helen had my
                                     back.
I have had the privilege of
working with Helen Connolly • Paul Schwartzman, D.M.D., P.A.
The Dental Division of
   Weyrich, Cronin  Sorra, Chartered

 Certified Public Accountants  Business Consultants


     1301 York Road, Suite 800
       Lutherville, MD 21093
           410.339.6464
         410.339.7272 fax
       800.394.4995 toll free

   139 N. Main Street, Suite 201
        Bel Air, MD 21014
           410.838.2237
         410.893.9527 fax
      866.212.2237 toll free

            155 E. High Street
            Elkton, MD 21921
               443.485.6315                            Members of the AICPA, MACPA,
             410.893.9527 fax                           NACVA  the Maryland State
                                                             Dental Association
    www.wcscpa.com/dent al



A Firm That Provides Close Personal Attention

Contenu connexe

Tendances

How to Build a Booming Dental Business in the New Economy
How to Build a Booming Dental Business in the New EconomyHow to Build a Booming Dental Business in the New Economy
How to Build a Booming Dental Business in the New Economyomacomp
 
ADPM Article - So you're thinking of buying a dental practice...
ADPM Article - So you're thinking of buying a dental practice...ADPM Article - So you're thinking of buying a dental practice...
ADPM Article - So you're thinking of buying a dental practice...Julie Parker
 
Insperity Brochure
Insperity BrochureInsperity Brochure
Insperity BrochurePaul Jach
 
Overview of Services (shared using http://VisualBee.com).
Overview of Services (shared using http://VisualBee.com).Overview of Services (shared using http://VisualBee.com).
Overview of Services (shared using http://VisualBee.com).VisualBee.com
 
Company Profile
Company ProfileCompany Profile
Company Profileherstel289
 
How We Balance Work and Life at Carlisle & Gallagher Consulting Group
How We Balance Work and Life at Carlisle & Gallagher Consulting GroupHow We Balance Work and Life at Carlisle & Gallagher Consulting Group
How We Balance Work and Life at Carlisle & Gallagher Consulting GroupNTT DATA Consulting, Inc.
 
MSC Consultancy Brochure
MSC Consultancy BrochureMSC Consultancy Brochure
MSC Consultancy BrochureMSC Consultancy
 
Creating a Culture of Service Excellence
Creating a Culture of Service ExcellenceCreating a Culture of Service Excellence
Creating a Culture of Service Excellencetheojamison
 
HR Outsourcing - A Primer (And Look Back)
HR Outsourcing - A Primer (And Look Back)HR Outsourcing - A Primer (And Look Back)
HR Outsourcing - A Primer (And Look Back)Mark Stelzner
 
Financial Education At Work 2014
Financial Education At Work 2014Financial Education At Work 2014
Financial Education At Work 2014James Ker-Reid
 
Wealth Management
Wealth Management Wealth Management
Wealth Management Ianharrison
 
ACCE ICMI Presentation
ACCE ICMI PresentationACCE ICMI Presentation
ACCE ICMI Presentationaslough
 
Pazel conroy consulting firm profile uganda
Pazel conroy consulting firm profile ugandaPazel conroy consulting firm profile uganda
Pazel conroy consulting firm profile ugandaDerick Twinamasiko
 
Ags Group Benefits Consulting 2011
Ags Group Benefits Consulting 2011Ags Group Benefits Consulting 2011
Ags Group Benefits Consulting 2011mjgion
 

Tendances (18)

How to Build a Booming Dental Business in the New Economy
How to Build a Booming Dental Business in the New EconomyHow to Build a Booming Dental Business in the New Economy
How to Build a Booming Dental Business in the New Economy
 
ADPM Article - So you're thinking of buying a dental practice...
ADPM Article - So you're thinking of buying a dental practice...ADPM Article - So you're thinking of buying a dental practice...
ADPM Article - So you're thinking of buying a dental practice...
 
Crown Support Brochure [on website]
Crown Support Brochure [on website]Crown Support Brochure [on website]
Crown Support Brochure [on website]
 
Insperity Brochure
Insperity BrochureInsperity Brochure
Insperity Brochure
 
Overview of Services (shared using http://VisualBee.com).
Overview of Services (shared using http://VisualBee.com).Overview of Services (shared using http://VisualBee.com).
Overview of Services (shared using http://VisualBee.com).
 
Ag July 2009
Ag July 2009Ag July 2009
Ag July 2009
 
Company Profile
Company ProfileCompany Profile
Company Profile
 
How We Balance Work and Life at Carlisle & Gallagher Consulting Group
How We Balance Work and Life at Carlisle & Gallagher Consulting GroupHow We Balance Work and Life at Carlisle & Gallagher Consulting Group
How We Balance Work and Life at Carlisle & Gallagher Consulting Group
 
MSC Consultancy Brochure
MSC Consultancy BrochureMSC Consultancy Brochure
MSC Consultancy Brochure
 
Creating a Culture of Service Excellence
Creating a Culture of Service ExcellenceCreating a Culture of Service Excellence
Creating a Culture of Service Excellence
 
HR Outsourcing - A Primer (And Look Back)
HR Outsourcing - A Primer (And Look Back)HR Outsourcing - A Primer (And Look Back)
HR Outsourcing - A Primer (And Look Back)
 
Financial Education At Work 2014
Financial Education At Work 2014Financial Education At Work 2014
Financial Education At Work 2014
 
Wealth Management
Wealth Management Wealth Management
Wealth Management
 
ACCE ICMI Presentation
ACCE ICMI PresentationACCE ICMI Presentation
ACCE ICMI Presentation
 
Pazel conroy consulting firm profile uganda
Pazel conroy consulting firm profile ugandaPazel conroy consulting firm profile uganda
Pazel conroy consulting firm profile uganda
 
Payroll outsourcing company in pune
Payroll outsourcing company in punePayroll outsourcing company in pune
Payroll outsourcing company in pune
 
Ags Group Benefits Consulting 2011
Ags Group Benefits Consulting 2011Ags Group Benefits Consulting 2011
Ags Group Benefits Consulting 2011
 
Heat recruitment-company-brochure-2012
Heat recruitment-company-brochure-2012Heat recruitment-company-brochure-2012
Heat recruitment-company-brochure-2012
 

Similaire à Dental Accounting for Today's Professionals

Independent executives consultants
Independent executives consultantsIndependent executives consultants
Independent executives consultantsPaul Rigby
 
Passion for excellence
Passion for excellencePassion for excellence
Passion for excellencedanielle9692
 
HR Proposal Powerpoint Presentation Slides
HR Proposal Powerpoint Presentation SlidesHR Proposal Powerpoint Presentation Slides
HR Proposal Powerpoint Presentation SlidesSlideTeam
 
HR Proposal PowerPoint Presentation Slides
HR Proposal PowerPoint Presentation SlidesHR Proposal PowerPoint Presentation Slides
HR Proposal PowerPoint Presentation SlidesSlideTeam
 
Spera group Introduction
Spera group IntroductionSpera group Introduction
Spera group IntroductionSunil Miyala
 
Bridestones HR Brochure 2010
Bridestones HR Brochure 2010Bridestones HR Brochure 2010
Bridestones HR Brochure 2010Neilouzman
 
Proposal For Human Resource PowerPoint Presentation Slides
Proposal For Human Resource PowerPoint Presentation SlidesProposal For Human Resource PowerPoint Presentation Slides
Proposal For Human Resource PowerPoint Presentation SlidesSlideTeam
 
Factual hr company profile
Factual hr   company profileFactual hr   company profile
Factual hr company profileCaroline Kimani
 
SFR Corporate Brochure 2016 Master Copy
SFR Corporate Brochure 2016 Master CopySFR Corporate Brochure 2016 Master Copy
SFR Corporate Brochure 2016 Master CopyDan Thompson
 
Accountants are not created equal
Accountants are not created equalAccountants are not created equal
Accountants are not created equalmichaelschwartz44
 
Accountants are not created equal.
Accountants are not created equal.Accountants are not created equal.
Accountants are not created equal.HelenConnolly
 
Alliance Resource Group Corporate Brochure
Alliance Resource Group Corporate BrochureAlliance Resource Group Corporate Brochure
Alliance Resource Group Corporate BrochureJoseph Ruiz
 
Alliance Resource Group Corporate Brochure
Alliance Resource Group Corporate Brochure Alliance Resource Group Corporate Brochure
Alliance Resource Group Corporate Brochure Joseph Ruiz
 
The Fully Funded PeopleSoft Project : Funding your ERP Project with Non-Labo...
The Fully Funded PeopleSoft Project  : Funding your ERP Project with Non-Labo...The Fully Funded PeopleSoft Project  : Funding your ERP Project with Non-Labo...
The Fully Funded PeopleSoft Project : Funding your ERP Project with Non-Labo...Huron Consulting Group
 
1015 CV Enzo Capretta
1015 CV Enzo Capretta1015 CV Enzo Capretta
1015 CV Enzo CaprettaEnzo Capretta
 
Corporate Profile 01
Corporate Profile 01Corporate Profile 01
Corporate Profile 01zakk_kima
 

Similaire à Dental Accounting for Today's Professionals (20)

Independent executives consultants
Independent executives consultantsIndependent executives consultants
Independent executives consultants
 
Passion for excellence
Passion for excellencePassion for excellence
Passion for excellence
 
HR Proposal Powerpoint Presentation Slides
HR Proposal Powerpoint Presentation SlidesHR Proposal Powerpoint Presentation Slides
HR Proposal Powerpoint Presentation Slides
 
HR Proposal PowerPoint Presentation Slides
HR Proposal PowerPoint Presentation SlidesHR Proposal PowerPoint Presentation Slides
HR Proposal PowerPoint Presentation Slides
 
Spera group Introduction
Spera group IntroductionSpera group Introduction
Spera group Introduction
 
Bridestones HR Brochure 2010
Bridestones HR Brochure 2010Bridestones HR Brochure 2010
Bridestones HR Brochure 2010
 
Proposal For Human Resource PowerPoint Presentation Slides
Proposal For Human Resource PowerPoint Presentation SlidesProposal For Human Resource PowerPoint Presentation Slides
Proposal For Human Resource PowerPoint Presentation Slides
 
Joanna Barry C.V. 15.08.16
Joanna Barry C.V. 15.08.16Joanna Barry C.V. 15.08.16
Joanna Barry C.V. 15.08.16
 
Factual hr company profile
Factual hr   company profileFactual hr   company profile
Factual hr company profile
 
SFR Corporate Brochure 2016 Master Copy
SFR Corporate Brochure 2016 Master CopySFR Corporate Brochure 2016 Master Copy
SFR Corporate Brochure 2016 Master Copy
 
Accountants are not created equal
Accountants are not created equalAccountants are not created equal
Accountants are not created equal
 
Accountants are not created equal.
Accountants are not created equal.Accountants are not created equal.
Accountants are not created equal.
 
Keith Millward CV
Keith Millward CVKeith Millward CV
Keith Millward CV
 
Alliance Resource Group Corporate Brochure
Alliance Resource Group Corporate BrochureAlliance Resource Group Corporate Brochure
Alliance Resource Group Corporate Brochure
 
Alliance Resource Group Corporate Brochure
Alliance Resource Group Corporate Brochure Alliance Resource Group Corporate Brochure
Alliance Resource Group Corporate Brochure
 
The Fully Funded PeopleSoft Project : Funding your ERP Project with Non-Labo...
The Fully Funded PeopleSoft Project  : Funding your ERP Project with Non-Labo...The Fully Funded PeopleSoft Project  : Funding your ERP Project with Non-Labo...
The Fully Funded PeopleSoft Project : Funding your ERP Project with Non-Labo...
 
Perspect Services Overview 2016
Perspect Services Overview 2016Perspect Services Overview 2016
Perspect Services Overview 2016
 
1015 CV Enzo Capretta
1015 CV Enzo Capretta1015 CV Enzo Capretta
1015 CV Enzo Capretta
 
Osam Khairi-Resume 1
Osam Khairi-Resume 1Osam Khairi-Resume 1
Osam Khairi-Resume 1
 
Corporate Profile 01
Corporate Profile 01Corporate Profile 01
Corporate Profile 01
 

Dental Accounting for Today's Professionals

  • 1. Dental Accounting for the unique needs of today’s Dental Professionals. Certified Public Accountants & Financial Consultants
  • 2. A few reasons some Dental Professionals are smiling . . . When you work with the Dental Division of • Advisement regarding the purchase of assets to take • RiskManagement WCS, you will find our approach is to provide advantage of tax deductions a personal, flexible engagement tailored to Dental Accounting Services Tax Planning • Preparation of budgets as changes in the practice occur meet your practice’s specific needs. such as hiring an associate, expanding the practice and •ProactiveBusinessPersonalTaxPlanning Even our typical engagement is not so typical. purchasing additional offices •Preparation of Individual, Corporate, Partnership, It involves a financial check-up of your practice • Assistance in determining when retirement is feasible andPersonalPropertyTaxReturns twice a year. The financial check-up consists based on personal and business goals of reviewing various financial reports such as •FinancialPlanningServicesincludingPersonaland Cash Flow, Overhead/Profit of the practice and • Facilitation of the financial transition that occurs when EstateRetirement buying or selling a practice Compensation/Benefits of the owner. We then •IRSRepresentation compare these reports to industry averages to Tax planning is a very vital component of our services determine the ‘wellness’ of the practice. throughout the year and during the life of the business. About Us We build strategies to benefit the owner and minimize Having a financial check-up of your practice Since its inception the Dental Division ofWeyrich, the tax burden. allows us to help you monitor expenses, CroninSorra,Charteredhasbeenavaluedresource improve revenue and generate discussions Management Advisory Services todentalpracticesinMarylandandthesurrounding concerning current practice management and • Practice Start-up Assistance states. Dental professionals rely on our competent, long term goals for you and your practice. efficient and proactive staff to provide them with • Guidance for Practice Expansion Some examples where we have helped our servicesspecificallyrelatedtodentalpractices. • Assistance with changes in Partner Arrangements clients are: LedbyHelenConnolly,CPA,ourstaffofprofessionals • Accounting Software Training Consulting • Selection of appropriate funding for maintainthehighestlevelofreliabilityandintegrity. expansions or initial purchase of a practice • Technology and Systems Consulting When needed, we have resources available within • Determination of the type of pension plan • Litigation Support/Forensic Accounting Weyrich,CroninSorraallowingustouse‘largerfirm that fits the practice and when it should be • Planning and Review of Benefits and Compensation talent’allwithoutcompromisingtheClosePersonal started Policies Attentionthatsetsusapartfromotherfirms. We started a dental practice from scratch 13 years ago and to explain items to ensure that we fully understand accounting move to a new location this year. Helen assisted us in finding have been working with Helen Connolly almost since day terms, issues, and outcome of decisions. funding sources as well as evaluating the best financing one. It has been wonderful to work with an accountant package to meet our needs for this new venture. We would Prior to the end of the year, we sit down with Helen for a tax and accounting firm with so much dental knowledge highly recommend Helen Connolly and Weyrich, Cronin planning meeting. That way we know what to expect and what and experience. Helen and her staff are always available and Sorra. changes need to be made before the years end. We have seen to answer questions when you call. They take the time our practice grow and we are planning to expand our office and • Drs. Karen Roschella and Ann Zinger A Firm That Provides Close Personal Attention
  • 3. What Your Peers are Saying about the Dental Division of Weyrich, Cronin Sorra I h av e b e e n a s s o c i a t e d with Helen Connolly since 1996, when I first purchased my prac tice in southern Maryland. I have been blessed to have her and her firm to help organize and guide me in both business and personal matters. I trust her and recommend her highly to anyone searching for a superb accountant. Her unending attention to detail is very much what I need. • Mark Hochman, D.D.S. Helen Connolly is an expert in the accounting and management of dental practices. With over 10 years in the dental accounting industry, she has It is my great pleasure to proven to be a leader that dentists turn to as their trusted advisor. recommend Helen Connolly, CPA . I have worked with her on both personal and for the past seven years. It is business accounts for eight extremely comforting to me years. Helen has always to know that Helen oversees displayed a high degree of integrity, responsibility, the financial well-being of and consistency. She is very my dental practice. There are conscientious of her work many great things that I can and it is always delivered say about Helen - her expertise promptly. In addition to and knowledge of accounting, her friendly demeanor, she and specifically how it relates has proven herself to be to dentistry, her promptness accurate and trustworthy. She is very thorough with her in answering or returning work and asks appropriate my phone calls, as well as questions. She is also a most her guidance in prioritizing dependable team player. Her financial decisions. good judgment and mature outlook ensure a logical and Most important to me, though, practical approach to her is the simple knowledge that endeavors. Helen truly cares about the Helen is an asset to me, and success of my practice and I am happy to give her my about me, as an individual. I wholehearted endorsement. would never want to manage • Suresh Pattanashetti, D.M.D., P.A. my dental practice, without knowing that Helen had my back. I have had the privilege of working with Helen Connolly • Paul Schwartzman, D.M.D., P.A.
  • 4. The Dental Division of Weyrich, Cronin Sorra, Chartered Certified Public Accountants Business Consultants 1301 York Road, Suite 800 Lutherville, MD 21093 410.339.6464 410.339.7272 fax 800.394.4995 toll free 139 N. Main Street, Suite 201 Bel Air, MD 21014 410.838.2237 410.893.9527 fax 866.212.2237 toll free 155 E. High Street Elkton, MD 21921 443.485.6315 Members of the AICPA, MACPA, 410.893.9527 fax NACVA the Maryland State Dental Association www.wcscpa.com/dent al A Firm That Provides Close Personal Attention