Plans and Pricing
Tailored accounting solutions for your business needs
Our accounting and advisory services empower you to make well-informed decisions by providing us with a deep understanding of your operations. With our dedicated team of three professionals, including a Client Controller, Tax Advisor, and Client Relationship Manager, you can expect personalized and comprehensive support tailored to your specific needs.
Core
$1497/mo
*Base Starting Price*
2 strategy calls per year
- No Annual Contracts
- Team of 3
- Monthly Bookkeeping
- Tax Planning
- Tax Projections
- Monthly Financial Statements
- Business Advisory
- Personal Tax Return*
- Business Tax Returns
Optimizing your unique financial situation takes a little time. 4-6 weeks to be exact. Our one-time implementation investment allows our team to evaluate your financials in order to make expert recommendations. More below on what is included.
What do I get?
Dedicated team of 3 Ps
Our Team of 3Ps will guide you in crafting a roadmap to your wealth dreams, bringing unparalleled clarity to your financial landscape and empowering you to make the most informed decisions.
Account Reconciliations
We reconcile your bank accounts, credit cards and electronic transactions into QuickBooks or Xero.
Detailed Monthly Financials
Receive accurate and detailed monthly financial statements by the 20th of each month, enabling you to make informed decisions and strategically guide your business forward.
Financial KPIs
Our approach to Financial KPIs provides you with actionable insights, enabling strategic decision-making to drive your business's growth and profitability.
Comprehensive Tax planning
We offer expert guidance on tax planning strategies, helping our clients optimize their financial outcomes and achieve significant savings.
Expert Business Advisory
Receive expert advice on investment timing, spending decisions, and purchasing to avoid cash flow surprises and tax complications.
Strategic CFO Guidance
Your dedicated CFO will meticulously analyze your data—whether monthly, quarterly, or annually—and craft proactive strategies to ensure you make optimal financial decisions.
Implementation
Getting started with Dental Intel CPA
You don’t need a crystal ball to know what the future holds when you work with us. All it takes are four steps to get started, and we can tell you the rest. Download our implementation guide to see what we need and how we can help you get up and running.
*Get your welcome guide to Dental Intel CPA
Implementation Culmination Meeting
- Get to know your dedicated team of 3. Review the technologies, procedures, roles, and responsibilities for your high-level goals with the Onboarding Manager.
Payroll
Provide your existing payroll information for ADP onboard. Establish accounts, forms, and timelines to transfer payroll details.
Quickbooks Online (QBO)
Complete banking connections for QBO. Provide read-only access to bank account information and tax filings where applicable.
Tax Returns
Provide any income documents, expenses, contributions, records of tax payments, and depreciation schedule.
Do Business As
A Family, A Team, A Business
Most business owners do not have the time or expertise to oversee all their accounting operations in an efficient manner. When you don’t have the right professionals managing your financials, you’re wasting time and money. Our fractional Team of 3 relieves your financial stress while educating you at a high level.
Business Analysis
Ready to experience the difference an expert accounting and advisory team can make?
Trust us, you’re in great hands. Get started with a free analysis!
Financial Services Pricing
Solutions that give you the results you want. Gone are the days of hourly billing. At DDS, count on an unquestionable value and laser-precision accuracy to help your business grow. Our custom financial services pricing plan creates a price that is right for your business.
Schedule a consultation today to get your custom plan.
BOOKEEPING SERVICES
Yearly
Monthly
Start-up
Great for Start-ups & Sole Owners-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 100/mo.
-
Bank & Credit Card Accounts: Up to 2
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
Growth
Great for Small Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 200/mo
-
Bank & Credit Card Accounts: Up to 4
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Monthly
-
Financial Recap Email: Monthly
-
Zoom Financial Recap Call: Quarterly
Established
Great for Growing Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 300/mo.
-
Bank & Credit Card Accounts: Up to 6
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly + Custom
-
Close of the Books: Monthly
-
Financial Recap Email: Monthly
-
Zoom Financial Recap Call: Monthly
Scale
Great for Rapid Growth Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 400/mo.
-
Bank & Credit Card Accounts: Up to 8
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly + Custom
-
Close of the Books: Monthly
-
Financial Recap Email: Monthly
-
Zoom Financial Recap Call: Monthly
Start-up
Great for Start-ups & Sole Owners-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 100/mo.
-
Bank & Credit Card Accounts: Up to 2
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
Growth
Great for Small Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 200/mo
-
Bank & Credit Card Accounts: Up to 4
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Monthly
-
Financial Recap Email: Monthly
-
Zoom Financial Recap Call: Quarterly
Established
Great for Growing Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 300/mo.
-
Bank & Credit Card Accounts: Up to 6
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly + Custom
-
Close of the Books: Monthly
-
Financial Recap Email: Monthly
-
Zoom Financial Recap Call: Monthly
Scale
Great for Rapid Growth Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 400/mo.
-
Bank & Credit Card Accounts: Up to 8
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly + Custom
-
Close of the Books: Monthly
-
Financial Recap Email: Monthly
-
Zoom Financial Recap Call: Monthly
Advisory Services
Yearly
Monthly
Start-up
Great for Start-ups & Sole Owners-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
GROWTH
Great for Small Businesses-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
ESTABLISHED
Great for Growing Businesses-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
SCALE
Great for Rapid Growth Businesses-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
Start-up
Great for Start-ups & Sole Owners-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
GROWTH
Great for Small Businesses-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
ESTABLISHED
Great for Growing Businesses-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
SCALE
Great for Rapid Growth Businesses-
Annual Budget Preparation
-
Quarterly Budget Review Meeting
-
Monthly Budget Review Report
-
Monthly Budget Review Meeting
-
Quarterly Business Analysis Report
-
Quarterly Board Meeting
-
Monthly Board Meetings*
-
Financial Projections*
