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DrillDown Solution, CPA

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American Fork, UT
DrillDown Solution, CPA

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DrillDown Solution is a specialized dental CPA firm focused on helping dentists and small business owners build stronger, more profitable businesses.

10/31/2026

Happy Halloween! 🎃

Don’t let financial fears spook you—Drilldown Solution is here to help you avoid scary surprises and keep your practice on track.

No tricks, just treats when it comes to your accounting and tax strategy!

10/29/2026

🎙️ In this DrillDown Dialogue clip, Andrew Stave discusses how changes in the dental industry are influencing the way practices purchase supplies and materials.

As more independent practices become part of larger dental organizations, purchasing power is shifting, and group purchasing organizations are becoming increasingly common.

While these changes can create new purchasing opportunities, Andrew emphasizes the importance of knowing exactly where your products are coming from. With more online platforms and third-party resellers entering the market, dental practice owners need to be mindful of whether they are purchasing from authorized, reputable suppliers.

Finding competitive pricing is important, but ensuring the quality and reliability of your dental supplies is just as essential.

🔗 Watch the full conversation here: https://drilldownsolution.com/webinars

10/27/2026

As a dental practice grows, managing its finances becomes more complex and the financial guidance needed to support that growth often changes.

While traditional accounting helps practice owners understand what has already happened, a fractional CFO provides a more strategic approach to financial management, helping owners plan for what's ahead.

From cash flow forecasting and profitability analysis to budgeting, expansion planning, and long-term financial strategy, fractional CFO services can help dental practice owners make more informed decisions about the future of their business.

Whether you're considering adding an associate, expanding to another location, or simply looking for greater financial clarity, understanding when your practice may benefit from CFO-level guidance is an important step toward sustainable growth.

🔗 Read the full article: https://drilldownsolution.com/what-a-fractional-cfo-does-for-a-dental-practice-and-when-youre-ready-for-one/

10/22/2026

🎙️ In this DrillDown Dialogue clip, Andrew Stave discusses why dental practice owners should explore their options when selecting products and materials for their practice.

With so many manufacturers and brands available, choosing the right products involves more than simply relying on a familiar name. Andrew explains that understanding how products are used, comparing costs, and evaluating the benefits of different materials can help dentists make more informed purchasing decisions.

When selecting products that may remain in a patient's mouth for 10, 15, or even 20 years, it's important to consider both long-term quality and overall value.

Taking the time to compare options can help practices make purchasing decisions that support patient care while remaining mindful of costs.

🔗 Watch the full conversation here: https://drilldownsolution.com/webinars

10/20/2026

Buying an existing dental practice or starting one from scratch? Both paths offer opportunities for ownership, but the financial considerations can look very different.

Purchasing an established practice may provide immediate cash flow, an existing patient base, and established operations. Starting a new practice offers more flexibility to build the business around your vision, but often requires a longer period of financial investment before reaching profitability.

From startup costs and financing to overhead, cash flow, and long-term growth potential, understanding the numbers behind each option is essential.

The right decision isn't necessarily the one with the lowest upfront cost. It's the one that aligns with your financial position, professional goals, and long-term plans for practice ownership.

🔗 Read the full article: https://drilldownsolution.com/buying-vs-starting-a-dental-practice-what-the-numbers-actually-say/

10/19/2026

A little fishing and some great company during Supercharge Your Dental Practice! 🎣

While attending the conference in Fort Lauderdale, Ed had the opportunity to get out on the water with Matt Brown of Energize and Alex Ford of Brown & Brown Insurance for an unforgettable fishing trip!

Matt reeled in a barracuda, while Alex landed an impressive 50-pound tarpon after a 15-minute fight! Be sure to check out the video to see some of the action from Alex's exciting catch!

At DrillDown Solution, we always value opportunities to connect with our industry partners beyond the conference floor and build relationships that extend beyond business.

Great company, great fishing, and memories that will last a lifetime!

10/15/2026

When production is strong but your practice's cash flow doesn't reflect it, do you know why?

For dental practice owners, unexplained financial discrepancies can sometimes be a warning sign of a larger issue, including potential embezzlement. But knowing when a concern warrants further investigation isn't always straightforward.

Through our partnership with Prosperident, DrillDown Solution helps connect dental practice owners with FIRST LOOK, a discreet, screening service designed to identify potential warning signs of embezzlement and determine whether a full forensic investigation may be necessary.

Rather than ignoring financial concerns or attempting to investigate them yourself, having the right professionals evaluate the situation can provide greater clarity and help protect your practice.

Understanding what is happening behind your numbers is an important part of protecting the business you've worked hard to build.

🔗 Read the full article: https://drilldownsolution.com/the-1500-question-every-dental-owner-should-be-able-to-answer/

10/13/2026

Understanding your practice’s financial statements is about more than knowing how much money is coming in and going out.

For dental practice owners, financial reports provide valuable insight into profitability, cash flow, expenses, and the overall financial health of the business. But simply reviewing the numbers isn't enough. The real value comes from understanding what those numbers mean and how to use them to make better decisions.

From your profit and loss statement to your balance sheet and cash flow, each report tells an important part of your practice’s financial story.

Learning to evaluate these statements from a business owner's perspective can help you identify opportunities, manage expenses, and make more informed decisions that support long-term growth.

🔗 Read the full article: https://drilldownsolution.com/how-to-read-your-dental-practices-financial-statements-like-a-business-owner-not-just-a-doctor/

09/29/2026

Many dental practice owners are contributing to a retirement account—but that doesn’t necessarily mean they are taking full advantage of the opportunities available to them.

For high-income dentists, the right retirement plan can do more than help prepare for the future. It can also be an important part of a broader tax strategy.

From Solo 401(k)s and cash balance plans to Backdoor Roth IRAs and HSAs, there are several options practice owners may be overlooking or underutilizing. The right combination depends on your income, practice structure, employees, and long-term financial goals.

Retirement planning is most effective when it happens proactively throughout the year, not as an afterthought in December.

🔗 Read the full article: https://drilldownsolution.com/retirement-planning-for-dentists-the-accounts-most-practice-owners-arent-maxing-out/

09/28/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance and Sam Rockwood discuss why now may be the time for dental practices to make the switch from paper checks to electronic payments.

Sam explains that insurance companies are continuing to encourage practices to move toward EFT, and practices that make the transition sooner can stay ahead of potential delays and other challenges associated with paper checks.

Going digital can also help prepare your practice for what’s ahead. As AI and automation become more integrated into business operations, having digital processes in place will be an important step toward taking advantage of new technology.

Making the switch today can help your practice operate more efficiently and prepare for the future.

🔗 Watch the full conversation here: https://drilldownsolution.com/webinars

Address

1112 E 300 N Ste 101
American Fork, UT
84003

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18012258474

Website

http://drilldownsolution.com/

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