DrillDown Solution, CPA

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

Happy Labor Day! 👏 Today we celebrate the hard work, dedication, and skill of professionals everywhere—especially our in...
09/07/2026

Happy Labor Day! đź‘Ź

Today we celebrate the hard work, dedication, and skill of professionals everywhere—especially our incredible dental community!

Take a well-earned break and let us handle the numbers. Together, we’ll keep your practice running smoothly year-round.

đź”— https://drilldownsolution.com/contact-us

Some of the most valuable decisions in business come from having the right conversations and connecting with people who ...
09/04/2026

Some of the most valuable decisions in business come from having the right conversations and connecting with people who understand where you are trying to go.

On November 13–14, Tower Leadership is hosting the Tower Impact Summit at the Cobb Galleria Centre in Atlanta, bringing together dental practice owners, group founders, executives, and industry leaders focused on building stronger, more valuable businesses.

Unlike traditional clinical CE, the Summit will focus on the business side of dentistry, including profitable growth, leadership, strategic partnerships, practice transactions, enterprise value, and building long-term wealth beyond the practice.

The event will feature Tim Tebow, Jesse Itzler, and Dominique Dawes alongside Brian Colao, Matt Ornstein, Dr. Mary Pham, and other dental industry leaders and advisors.

At DrillDown Solution, we understand the value of gaining new perspectives and building relationships with experienced professionals in the dental industry. We wanted to share this opportunity with our network for those interested in attending.

🎟️ Use code LABORDAY40 to receive 40% off registration.

Learn more and register: https://towerimpactsummit.vfairs.com/en/

09/03/2026

If you're thinking about selling your dental practice in the next few years, the best time to start planning isn't right before the sale—it's now.

In this clip, Stephen Nance explains why early preparation can make a significant difference in both the sale process and the value of your practice. From deciding what type of buyer you're targeting to making sure your financials are clean and organized, the steps you take today can impact the outcome tomorrow.

Selling a practice isn't just about finding a buyer—it's about being prepared when the opportunity comes.

Watch the full webinar to learn more proactive tax and transition planning strategies that can help you maximize the value of your practice: https://www.youtube.com/watch?v=RsUa6htLeuU

08/27/2026

Most practice owners think about reducing taxes after they sell their practice. The better approach is planning before the sale ever happens.

In this clip, Stephen Nance explains how Opportunity Zones could become a valuable tax planning strategy for practice owners with significant capital gains. He breaks down how these investments may help defer taxes today while creating additional long-term tax advantages.

With new Opportunity Zone provisions taking effect, now is the time to understand how these strategies could fit into your long-term financial plan.

Watch the full webinar to learn more about this and other proactive tax planning strategies that can help you make smarter financial decisions before selling your practice: https://www.youtube.com/watch?v=RsUa6htLeuU

08/26/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance and Vin Cardillo discuss why data is one of the most valuable tools for growing a successful dental practice.

Vin explains that data isn't just about tracking numbers—it's about developing people. From coaching associates and hygienists to helping office managers improve performance, the right metrics create opportunities for better decisions, stronger leadership, and continuous growth.

Many practice owners feel intimidated by data at first, but with the right guidance, those numbers become a source of confidence. That confidence helps practices scale more effectively, avoid costly mistakes, and build a stronger foundation for long-term success.

đź”— Watch the full conversation here: https://drilldownsolution.com/webinars

08/25/2026

🎥 Doing your own bookkeeping may feel like a way to save money, but inaccurate books can cost more in the long run.

In this Backstage Dentistry feature, Stephen Nance explains a common issue DrillDown Solution sees with dental practices: when bookkeeping is not accurate, tax planning becomes harder to trust. If projections are based on one set of numbers and mistakes are found later during tax return preparation, the plan can change quickly.

Clean, accurate bookkeeping gives dental practice owners better visibility, stronger tax planning, and more confidence when making financial decisions.

Watch Stephen’s full video here:
đź”— https://youtu.be/VK9bnyTpY0E

08/20/2026

Giving to charity can be a meaningful part of your financial plan—but did you know it can also play a role in your tax strategy when selling your dental practice?

In this clip, Stephen Nance discusses two charitable planning strategies that may help practice owners reduce taxes while supporting the causes they care about. Whether you're planning to sell soon or simply thinking ahead, understanding these options can help you make more informed decisions.

This is just one of the many tax planning strategies covered during Stephen's recent webinar.

Watch the full video to learn how proactive planning can help you keep more of what you've worked so hard to build: https://www.youtube.com/watch?v=RsUa6htLeuU

08/19/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance and Vin Cardillo discuss why office manager buy-in is essential when implementing new systems in a dental practice.

Too often, new technology is viewed as just another tool staff members have to learn. Vin explains that successful implementation starts by showing your team how it will actually make their jobs easier. From simplifying morning huddles to eliminating the need to pull multiple reports, the right systems save time, reduce frustration, and help the entire practice operate more efficiently.

When your team understands the value behind the data and the technology, they're more likely to embrace it—and that's when real operational improvements begin.

đź”— Watch the full conversation here: https://drilldownsolution.com/webinars

08/13/2026

When you sell your dental practice can be just as important as how much you sell it for.

Many practice owners don't realize that the timing and structure of a sale can significantly impact their tax liability.

In this clip, Stephen Nance explains how selling at year-end versus spreading proceeds over multiple years can affect your taxable income—and why planning ahead can create opportunities to manage that tax burden more effectively.

It's a simple concept that can have a big financial impact.

Watch the full video to learn more tax planning strategies that can help you make smarter decisions before selling your practice: https://www.youtube.com/watch?v=RsUa6htLeuU

08/12/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance sits down with Vin Cardillo to discuss why there isn't a single KPI that determines the success of every dental practice.

Every practice has different strengths, challenges, and opportunities for growth. Vin explains that instead of chasing one "magic" metric, practice owners should focus on identifying the specific areas that are limiting performance. Sometimes, even a small improvement—like increasing the percentage of patients who leave with their next appointment scheduled—can lead to meaningful gains in production, profitability, and long-term practice value.

The most valuable KPIs are the ones that help you make better business decisions and continuously improve your practice.

đź”— 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

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