Business Details
Expert Dental Accounting & Financial Services in Suwanee, GA
Pro-Fi 20/20 has been serving dental professionals with specialized accounting and financial services for over two decades. Our team of experienced CPAs and accountants understand the unique financial challenges faced by dental practices and work closely with clients year-round to ensure maximum profitability and financial clarity. We differentiate ourselves from traditional accounting firms by providing proactive financial guidance rather than simply reacting to year-end data. Our team has undergone rigorous training as Certified Profit First Professionals, equipping us to implement systems that transform dental practices into financially healthy businesses. With expertise in managerial accounting, tax planning, and advisory services, we help dental professionals make informed business decisions while maintaining compliance.Our services extend beyond basic accounting to include business valuations, loan assistance, and comprehensive financial strategy sessions. Having served over 500 satisfied clients across 40 states, we have developed industry-specific expertise that allows us to provide tailored solutions for general dentists, specialists, and multi-location practices. Our commitment to client satisfaction is demonstrated through our guarantee of monthly financial statements delivered by the 15th of each month or clients don't pay for that month. We combine technical expertise with personalized support, offering unlimited monthly phone and email consultations to all our clients. Our flat monthly fee pricing structure ensures transparency and eliminates unexpected costs.
Services
Managerial Accounting
Tax Services
Profit First
Cash Flow Management
Advisory Services
Business Valuations
Bank Loan Assistance
Highlights and features
- We specialize in accounting services specifically for dental professionals
- Our team includes Certified Profit First Professionals with rigorous training
- We guarantee monthly financial statements by the 15th of each month
- We serve clients in 40+ states with industry-specific expertise
- We offer unlimited monthly phone and email support to all clients
Services
Managerial Accounting
Our managerial accounting services help dental professionals understand and act on their financial data. We implement customized accounting systems and provide monthly financial statements that enable informed business decisions. Through regular strategy sessions, we educate clients on interpreting financial metrics to improve practice profitability and long-term sustainability.
Tax Services
Our comprehensive tax services include year-round planning to minimize tax burdens and maximize opportunities. We specialize in tax strategies for dental professionals, offering mid-year and end-of-year planning sessions. Our team stays current with evolving tax codes to ensure compliance while identifying credits and incentives that benefit dental practices.
Profit First
The Profit First methodology creates financial systems that ensure profitability is prioritized in dental practices. We implement cash flow blueprints that help dentists pay themselves first while maintaining business stability. This approach develops profitability mindsets and establishes predictable income patterns for practice owners.
Business Valuations
We provide expert business valuation services for dental practices undergoing transitions. Our services support practice purchases, sales, and succession planning with accurate market value assessments. We collaborate with specialized partners to ensure fair valuations that reflect practice performance and market conditions.
Bank Loan Assistance
Our loan assistance services guide dental professionals through financing options for practice growth. We help clients evaluate loan alternatives, prepare financial documentation, and connect with lenders experienced in dental financing. We support various loan types including practice purchases, equipment financing, and commercial real estate loans.
People
Brent L. Saunier
CEO and Founding Partner
Brent L. Saunier is a Certified Public Accountant with over 20 years of experience serving medical, dental, and veterinary practices. He specializes in strategic accounting and tax planning for healthcare professionals. Brent combines technical expertise with business advisory services to help clients improve financial performance and valuation. He holds a Bachelor of Accountancy from Georgia State University and is active in professional accounting organizations.
Chris Sands
Partner, Strategic Growth
Chris Sands focuses on counseling healthcare professionals with business growth strategies. He brings firsthand experience from working in dental practices to help owners understand financial management. Chris holds dual BBA degrees from the University of Georgia and is an Accredited Wealth Management Advisor. He actively educates clients on cash flow management and business metrics.
Michelle Lafrinere
Director of Tax
Michelle Lafrinere is a CPA serving as Director of Tax at Pro-Fi 20/20. She leads the tax service delivery team with expertise in tax planning and compliance for dental professionals. With extensive experience in healthcare accounting, she develops tax strategies that align with clients' business goals while ensuring regulatory compliance.
Jamie Youngker
Senior Tax Advisor
Jamie Youngker is a CPA and Senior Tax Advisor at Pro-Fi 20/20. He provides expert tax planning and advisory services to dental professionals, focusing on minimizing tax liabilities while maximizing financial opportunities. Jamie contributes to the firm's strategic tax planning initiatives and client education programs.
Preston McMurray
Senior Tax Advisor
Preston McMurray is a CPA and Senior Tax Advisor at Pro-Fi 20/20. He specializes in tax compliance and planning for healthcare professionals, particularly dental practitioners. Preston contributes to developing customized tax strategies that align with clients' practice goals while maintaining regulatory compliance.
Questions
What accounting services do you offer specifically for dental professionals?
We offer managerial accounting, tax planning, business valuations, bank loan assistance, and advisory services tailored specifically to dental practices. Our Profit First methodology helps dentists create profitable, sustainable businesses.
How are you different from other accounting firms?
We specialize exclusively in serving dental professionals and have over 20 years of industry-specific experience. Our team includes Certified Profit First Professionals who focus on proactive financial guidance rather than just year-end reporting.
Do you help with tax planning throughout the year?
Yes, we provide year-round tax planning services including mid-year and end-of-year planning sessions to minimize tax liabilities and maximize opportunities for dental professionals.
What is your Profit First methodology?
Our Profit First approach creates financial systems that prioritize profitability in dental practices. We implement cash flow blueprints that help dentists establish predictable income patterns while improving practice financial health.
Do you offer financing assistance for dental practices?
Yes, we provide comprehensive bank loan assistance including evaluating financing options, preparing financial documentation, and connecting clients with lenders experienced in dental financing.
In how many states do you provide services?
We serve dental professionals in 40+ states across the U.S., providing industry-specific accounting and financial services to practices of all sizes.
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