Take advantage of unlimited phone and email support for all of your business needs. You and your staff get as much help and advice as you need without having to worry about hourly billing! Your phone calls, emails, and text messages are answered quickly, with guaranteed response times. All typical business filings are included with our monthly service.
Instead of utilizing multiple service providers for your bookkeeping, payroll, tax returns, and tax planning, let us do it all! You'll likely save big for better service! We'll work together throughout the year to find opportunities for tax planning and business growth! You'll receive attentive care, specifically tailored to your business' needs. With a purposeful, exclusively-low number of clients, you'll receive exceptional, personalized care.
Instead of utilizing multiple service providers for your bookkeeping, payroll, tax returns, and tax planning, let us do it all! You'll likely save big for better service! We'll work together throughout the year to find opportunities for tax planning and business growth! You'll receive attentive care, specifically tailored to your business' needs. With a purposeful, exclusively-low number of clients, you'll receive exceptional, personalized care.
Services
I'm passionate about creating streamlined accounting and financial management systems that improve my client's day-to-day life.
I suspect your passion is dentistry and not managing your books.
My goal is to enable you to focus on your patients while remaining constantly informed of your business' financial performance.
According to the AICPA, 75% of today's CPAs will be retired within 15 years.
If your CPA recently retired or is about to retire, and you are looking for a new CPA with whom you can work for the remainder of your career, look no further!
I suspect your passion is dentistry and not managing your books.
My goal is to enable you to focus on your patients while remaining constantly informed of your business' financial performance.
According to the AICPA, 75% of today's CPAs will be retired within 15 years.
If your CPA recently retired or is about to retire, and you are looking for a new CPA with whom you can work for the remainder of your career, look no further!
We utilize "continuous accounting".
Your transactions are input daily, so your books remain up-to-date.
As a result, we can provide timely, tailored advice based off your most recent performance.
You'll get a customized report each month to show your business' performance, current trends, and areas we're working to improve.
Many owners overlook the annual business property tax return and end up paying taxes on assets disposed of years ago.
We'll ensure you don't overpay to the county each year!
Your transactions are input daily, so your books remain up-to-date.
As a result, we can provide timely, tailored advice based off your most recent performance.
You'll get a customized report each month to show your business' performance, current trends, and areas we're working to improve.
Many owners overlook the annual business property tax return and end up paying taxes on assets disposed of years ago.
We'll ensure you don't overpay to the county each year!
Incorporation Guidance- We'll guide you to complete all required steps for establishing your new corporation for the best value!
This includes your Articles of Incorporation, Bylaws, Organizational Meeting Minutes, initial Statement of Information filing, EIN assignment, and S-Corporation election filing with the IRS.
FREE Bookkeeping Set-up- We'll get your new accounting system all set-up, complete with the best dental industry chart of accounts.
FREE Payroll Set-Up- We'll file with the IRS & CA EDD, collect information from your employees, assist with employee on-boarding, and have everything ready on Day 1!.
This includes your Articles of Incorporation, Bylaws, Organizational Meeting Minutes, initial Statement of Information filing, EIN assignment, and S-Corporation election filing with the IRS.
FREE Bookkeeping Set-up- We'll get your new accounting system all set-up, complete with the best dental industry chart of accounts.
FREE Payroll Set-Up- We'll file with the IRS & CA EDD, collect information from your employees, assist with employee on-boarding, and have everything ready on Day 1!.
We're not another bill; we add value to your business.
Our net zero billing goal is for our low fees to be far-exceeded by our our replaced services & tax-saving strategies!.
You should focus your time on dentistry, not on your books.
The goal of the CPA should be to enable you to take control of your business and your time.
Your CPA should be personally involved in all aspects of your business: from payroll to bookkeeping.
It's the only way to stay informed!.
Utilize a single provider for your bookkeeping, payroll, accounting, tax returns, and tax planning.
Our net zero billing goal is for our low fees to be far-exceeded by our our replaced services & tax-saving strategies!.
You should focus your time on dentistry, not on your books.
The goal of the CPA should be to enable you to take control of your business and your time.
Your CPA should be personally involved in all aspects of your business: from payroll to bookkeeping.
It's the only way to stay informed!.
Utilize a single provider for your bookkeeping, payroll, accounting, tax returns, and tax planning.
My experience has been beyond excellent!
If you are looking for someone who has integrity, honesty, and is detail-oriented, Dave is your CPA.
I can't imagine operating my dental practice without him.
After having the same CPA for many years, we transitioned to Dave Sholer nearly 2 years ago.
We're so impressed with Dave and his attention-to-detail and quick response to any question that may arise.
Dave made our transition to a whole new management software seamless and easy.
Working with Dave is a pleasure and he is always there for us.
If you are looking for someone who has integrity, honesty, and is detail-oriented, Dave is your CPA.
I can't imagine operating my dental practice without him.
After having the same CPA for many years, we transitioned to Dave Sholer nearly 2 years ago.
We're so impressed with Dave and his attention-to-detail and quick response to any question that may arise.
Dave made our transition to a whole new management software seamless and easy.
Working with Dave is a pleasure and he is always there for us.
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