Endodontist Pricing

Start free. Pay only when it pays off.

Estimate your monthly cost in 3 questions

Start free with your benchmark and a walkthrough call. Want your own numbers filled in? That is typically a one-time $1,500, more for a larger practice. Want us to keep watching them? Choose an ongoing plan below. No long contracts, cancel anytime.

1,000+ entities served$15M+ in tax savedNo long contractsQuickBooks & Xero certifiedPASBA member

Ongoing plans

Monthly accounting plans.

After the report, choose the level of support that fits. These are monthly accounting plans, not a price for taxes alone. Taxes come with Gold. Most practices choose Silver or Gold.

Built for practices ready to run on clean numbers, not the cheapest option in town.

Want a number for your own practice? Estimate your monthly cost in 3 questions.

Most complete
Gold
More work, more access.
Average price
$3,000 /mo
Accounting + taxes
  • Everything in Silver, plus:
  • Business taxes
  • 1099 and W2 filings
  • Two 30-minute calls a month
Book a Free Call
Most practices choose this
Silver
We do the work and meet monthly.
Average price
$2,500 /mo
Monthly accounting
  • Everything in Bronze, plus:
  • Annual benchmark report
  • Customized monthly KPIs
  • A 30-minute call every month
Book a Free Call
Bronze
The essentials, done right.
Average price
$1,500 /mo
Monthly accounting
  • Weekly transaction categorization
  • Monthly reconciliation and close
  • 3 monthly financial statements
  • Quick calls when you need them
Book a Free Call
No long contractsCancel anytimeWe earn your business every month

Not ready to sign up? Start free: book a call, take the scorecard, or get the benchmark by email.

Compare plans

The difference is how much we do and how often we meet.

BronzeSilverGold
Weekly transaction categorization
Monthly reconciliation and close
3 monthly financial statements
Annual benchmark report
Customized monthly KPIs
Scheduled callAs neededMonthlyTwice a month
Business taxes
1099 and W2 filings

Bronze: the essentials. Silver: adds an annual benchmark and a monthly call. Gold: adds taxes, 1099 and W2 filings, and a call twice a month.

See the full plan comparison →

How you start

Know your four numbers first.

The first two are free and stand on their own. The report is there only if you want your own numbers filled in.

Step 1

The Endodontic Benchmark

What a strong practice looks like across your four numbers. Delivered by email.

Free
Step 2

The walkthrough call

We explain what the benchmark means for your practice. No prep, no pressure.

Free
Optional

Your Financial Clarity Report

Only if you want it. Your own numbers against the benchmark, with a dollar value on every gap and a plan for what to fix first.

$1,500 typical
Book a Free Call

The free benchmark and call come first.

You never choose a plan cold. We start with your free benchmark and walkthrough call, then recommend the plan that fits, if any. The choice is always yours.

Add-ons

Add what you need, when you need it.

Bolt these onto any plan. You do not need the full suite on day one.

Individual Tax & Planning

Strategic planning and preparation of your personal federal and state returns.

Starting at $100 /mo

Notice & Audit Response

We manage and respond to IRS and state notices, and represent you in an income tax audit.

Starting at $75 /mo

Budget Creation & Annual Update

An annual budget with monthly budget-to-actual reporting.

Starting at $75 /mo
+ $1,000 setup

Accounts Payable

We manage and pay your bills, so vendors are paid on time and your cash stays under control.

Starting at $700 /mo

Business Valuation

A full valuation of your practice. Essential before a sale or a DSO conversation.

From $5,000 one time

Straight answers

About the money.

We do not take on new clients for tax-only work. The plan prices are for full-service monthly accounting and tax together, not a tax return on its own. If a one-off return is all you want, we are not the right fit.
No. The benchmark and the walkthrough call are free, with no obligation. The personalized report is the only paid step, and it is optional.
No. Many people use the free benchmark and call on their own. The report is there when you want your own numbers filled in, with a dollar value on every gap.
It is one of the three monthly plans above: Bronze, Silver, or Gold. You can estimate your own monthly cost in three questions on the cost estimate page, with no email needed. We confirm the real number after we look at your books.
No. We earn your business. There are no long lock-ins and no punitive cancellation fees.

“They found money we did not know we were leaving on the table, and explained it in plain language. The first call alone was worth it.”

Endodontist, Northern Virginia

1,000+ entities served$15M+ in tax savedQuickBooks & Xero certifiedPASBA member

Start with the free benchmark.

See where you stand across your four numbers, then decide what you want next.

Book a Free Call
Book a Free Call