DrillDown Solution, CPA

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

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

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

Many dental practice owners are contributing to a retirement account—but that doesn’t necessarily mean they are taking f...
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

Your business structure can have a significant impact on how much of your practice income you ultimately keep.For dental...
09/25/2026

Your business structure can have a significant impact on how much of your practice income you ultimately keep.

For dental practice owners, choosing between an LLC and an S-Corp isn’t simply a matter of selecting a legal structure. The right choice can affect how you pay yourself, your tax liability, administrative requirements, and your overall financial strategy.

As your practice grows and your income changes, the entity structure that once made sense may no longer be the most advantageous option.

Understanding the differences and reviewing your structure as part of your broader tax strategy can help ensure your practice is positioned appropriately for where you are today and where you’re headed.

🔗 Read the full article: https://drilldownsolution.com/s-corp-vs-llc-for-dentists-which-entity-structure-keeps-more-of-what-you-earn/

We’re excited to kick off Supercharge Your Dental Practice tomorrow!Ed will be there representing DrillDown Solution and...
09/24/2026

We’re excited to kick off Supercharge Your Dental Practice tomorrow!

Ed will be there representing DrillDown Solution and is looking forward to connecting with dental practice owners throughout the conference.

If you’re attending, stop by the DrillDown Solution booth to say hello and learn more about how our team helps dentists with accounting, tax planning, practice profitability, and making more informed financial decisions.

We look forward to seeing you there!
📍 Fort Lauderdale, FL
📅 September 25–27

09/23/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance and Sam Rockwood discuss how the way a dental practice receives payments can create unnecessary financial risk.

When paper checks pass through multiple hands before reaching the bank, practices add another step between themselves and their money. Sam explains how moving insurance payments directly into the practice’s account can reduce opportunities for theft while creating a more secure and efficient payment process.

Small changes to your financial systems can help protect your practice, improve oversight, and give you greater control over your cash flow.

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

09/22/2026

🎥 Dental practice owners need more than basic accounting support. They need a team that understands the business side of dentistry.

In this Backstage Dentistry feature, Stephen Nance shares how DrillDown Solution supports practice owners with accounting, tax planning, bookkeeping, and financial guidance designed around their goals.

With a team of CPAs, tax professionals, bookkeeping support, and administrative staff, DrillDown helps dental practices stay organized, make informed decisions, and build toward long-term success.

Watch Stephen’s full video here:
🔗 https://loom.ly/CpaCmpE

Supercharge Your Dental Practice is happening this weekend!We’re excited for Ed to represent DrillDown Solution at this ...
09/21/2026

Supercharge Your Dental Practice is happening this weekend!

We’re excited for Ed to represent DrillDown Solution at this year’s conference and spend a few days connecting with dental practice owners and other professionals in the dental industry.

If you’ll be attending, make sure to stop by our booth and introduce yourself. We’re always happy to talk about your practice, answer questions, and share how DrillDown helps dentists better understand their numbers, plan proactively, and make more informed financial decisions.

We’re looking forward to a great weekend!

Not all CPAs understand the financial realities of running a dental practice.A general accountant can prepare your taxes...
09/16/2026

Not all CPAs understand the financial realities of running a dental practice.

A general accountant can prepare your taxes, maintain your books, and help keep you compliant. But a dental CPA brings industry-specific knowledge that can help you understand what your numbers actually mean—and how they compare to other dental practices.

From dental-specific benchmarking and proactive tax planning to cash flow management, practice growth, and transition planning, the right financial guidance goes well beyond tax preparation.

At DrillDown Solution, we work exclusively with dental practices, dental groups, and DSOs. That experience allows us to understand the financial decisions dentists face and provide guidance based on the realities of the dental industry.

🔗 Read the full article: https://drilldownsolution.com/what-does-a-dental-cpa-actually-do-and-why-your-general-accountant-cant-replicate-it/

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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