Service Details

Orthodontic
Accounting

Tax planning, benchmarking, payroll, and CFO support built around how an orthodontic practice actually earns and spends, so your hours stay in the clinic instead of the back office.

Cooper Norman accounting advisor meeting with clients in a bright office.

Run the clinic.
We will carry the numbers.

An orthodontic practice is a demanding business. Equipment decisions, staffing, patient flow, and growth all pull on the same hours. Cooper Norman works with practice owners on the questions behind the bookkeeping: what your overhead should look like, whether to lease or buy, how a partner arrangement should be structured, and how to keep taxes from eating the money you want to reinvest.

  • Tax planning and preparation
  • Practice benchmarking against industry indicators
  • Payroll, 1099, W-2, and W-3 preparation
  • Overhead analysis and lease or buy decisions
  • Part-time or full-time CFO services
Start a Conversation
Cooper Norman CPA reviewing accounting information with clients.

Cooper Norman works alongside you through each step so the financial side of your practice never runs on guesswork.

  1. Step-01

    Learn how the practice runs

    We start with your production, overhead, payroll, and the plans you have for the practice.

  2. Step-02

    Benchmark the performance

    We measure your numbers against industry indicators to show where the practice is strong and where money is slipping away.

  3. Step-03

    Build the plan

    Tax strategy, overhead targets, lease or buy calls, and partner questions get settled into one clear plan.

  4. Step-04

    Carry it out through the year

    Payroll, filings, and regular reviews keep the plan working while you stay with your patients.

Cooper Norman accounting advisors leading a client strategy meeting.

Accounting that
knows dental

Cooper NormanGeneralist firm
Day-to-day work in the dental field
Benchmarks from industry-specific indicatorsGeneric ratios
Knows what lenders ask of practice owners
Guidance on equitable partner revenue share
CFO support, part time or full time

Frequently
asked
questions

Why does an orthodontic practice need its own accountant?

Because the advice is only as good as the accountant's feel for how a practice earns and spends. Cooper Norman works in the dental field every day, so questions about overhead, equipment, staffing, and growth get answers that fit your business instead of generic ones. It also gives you your hours back for patient care.

Can you help with a practice transition?

Yes. Whether you are buying into a practice, weighing a merger or acquisition, adding a partner, or starting from scratch, we review the profitability of the deal and advise on an equitable revenue share so every owner knows where they stand. For the bigger picture, see our business transition planning service.

What does practice benchmarking involve?

We measure your performance with industry-specific indicators, then use the results to weigh the cost and benefit of how your office runs, support strategic planning, and pressure test decisions like a potential merger or acquisition. You see how the practice compares and what to change first.

Do you handle payroll?

Yes. Payroll takes real time away from patient care, so we take it on: preparation and review of 1099 forms, W-2 and W-3 preparation, personalized payroll reports, and help with unemployment claims. Along the way we watch tax compliance and flag potential cash flow issues before they arrive.

What happens if my practice faces an audit?

Preparation is most of the battle. We keep your records current and easy to produce, so an audit does not turn into a scramble. When one comes, we can handle the process for you with minimal input required on your end.

Can you help me secure financing?

Yes. Because we know the dental industry, we know the information lenders expect from a practice owner. We help you prepare the paperwork correctly and point out anything that needs attention before it reaches the lender.

Insights

Reading for
practice owners

Practical notes on the decisions that reach our desk most often.

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