Dental Practice Owners: Simple Steps to Hiring the Right CPA


As a dentist, you have dedicated your career to helping people maintain healthy smiles. However, managing your own practice can be a daunting task, especially when it comes to handling finances. That’s where a CPA (Certified Public Accountant) comes in. A CPA can help you with everything from bookkeeping and tax preparation to financial planning and advice. But how do you find the right CPA for your dental practice? In this article, we’ll share simple steps to help you hire a CPA for dentists and get the financial help you need.

Step 1: Determine Your Needs

Before you start searching for a CPA, it’s essential to determine your specific financial needs. Do you need help with bookkeeping and accounting? Are you looking for someone to handle your taxes? Or do you need comprehensive financial planning and advice? By identifying your needs, you can find a CPA who specializes in the areas that are most important to your dental practice.

Step 2: Research Potential CPAs

Once you have a clear understanding of your needs, it’s time to start researching potential CPAs. You can start by asking colleagues, friends, or family members for recommendations. You can also search online for local CPAs who specialize in working with dental practices. Look for CPAs who have experience working with dentists and who have a good reputation in the community.

Step 3: Interview Potential CPAs

After you have a list of potential CPAs, it’s important to interview them to determine if they are the right fit for your dental practice. Schedule an initial consultation to discuss your specific financial needs and ask them about their experience working with dental practices. Ask about their qualifications, certifications, and areas of expertise. Inquire about their communication style and how often they will be in contact with you. Make sure to also discuss their fee structure and any potential additional costs. During the interview process, it’s important to ask questions and gather as much information as possible to make an informed decision about which CPA to choose for your dental practice.

Step 4: Check Credentials

Before hiring a CPA, it’s important to check their credentials. Make sure they are licensed to practice in your state and that they have a valid CPA license. You can also check if they have any disciplinary actions or complaints filed against them. This information is available on your state’s Board of Accountancy website.

Step 5: Establish a Relationship

Once you have hired a CPA, you must establish a strong working relationship with them. Schedule regular meetings to review your financials and discuss your goals for your dental practice. Make sure to communicate any changes in your business, such as new hires or new equipment purchases. By working closely with your CPA, you can ensure that your dental practice is on the right financial track.


Hiring a CPA can be a valuable investment for your dental practice. By following these five simple steps, you can find a CPA who is the right fit for your specific financial needs. Remember to take your time and do your research to ensure that you are making the best decision for your dental practice. With the right CPA by your side, you can focus on what you do best – providing quality dental care to your patients.

Finding the right CPA for your dental practice just got easier. Ash Dental CPA is a team of experienced and dedicated accountants who specialize in working with dental practices. We provide accounting, tax planning, and bookkeeping services for dentists and dental practices. Contact us today to learn more about how we can help your dental practice thrive financially.