When it comes to your investments - whether it is for a comfortable retirement or funding your child's education - you need a financial advisory firm that is looking out for your best interests. Our team not work on commissions - we work for you, and we make sure you're happy. We adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first.
If you are preparing to sell your practice or group of practices within the next 24 months, our firm can help position you to receive the maximum value for your practice or group. We take a hands on approach to cleaning up your financials and data plus we help implement key systems and processes that in our experience, have a major impact on your valuation.
We offer a full range of accounting services using cloud based technologies so that you have full access to your books 24/7. We generate monthly financials with industry benchmark data metrics so you can see how you stack up to the competition. Our financials are easy to read and actionable so you can focus your attention on solving your biggest challenges.
If you are preparing to sell your practice or group of practices within the next 24 months, our firm can help position you to receive the maximum value for your practice or group. We take a hands on approach to cleaning up your financials and data plus we help implement key systems and processes that in our experience, have a major impact on your valuation.
We offer a full range of accounting services using cloud based technologies so that you have full access to your books 24/7. We generate monthly financials with industry benchmark data metrics so you can see how you stack up to the competition. Our financials are easy to read and actionable so you can focus your attention on solving your biggest challenges.
Services
Wallace Accounting and Advisory was founded in 2014 by seasoned dental professionals.
Not just accountants or consultants, but people that had run and owned dental practices.
They had experience in one the largest public accounting firms in the state of Texas and as a dental industry consultant looking to start a new dental management company.
While working together on a project for a dentist client, they recognized that the dental industry, and all other provider driven healthcare companies, was becoming more complex and competitive.
Not just accountants or consultants, but people that had run and owned dental practices.
They had experience in one the largest public accounting firms in the state of Texas and as a dental industry consultant looking to start a new dental management company.
While working together on a project for a dentist client, they recognized that the dental industry, and all other provider driven healthcare companies, was becoming more complex and competitive.
If you need personal accounting or business consulting, please contact us for a custom quote.
We offer free consultations for all our services and will explain all pricing up front before you make your decision.
Please be as detailed as possible so we can be fully prepared for our first meeting.
If you need immediate assistance, please call us at (214)-741-6721 to be connected right away.
Otherwise, expect us to reach out to you within 1 business day.
Please do not share any confidential or sensitive information in your message.
We offer free consultations for all our services and will explain all pricing up front before you make your decision.
Please be as detailed as possible so we can be fully prepared for our first meeting.
If you need immediate assistance, please call us at (214)-741-6721 to be connected right away.
Otherwise, expect us to reach out to you within 1 business day.
Please do not share any confidential or sensitive information in your message.
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