Dental Accounting & Advisory Services

Dentists face a lot of important financial decisions every day, but there’s no business class in dental school. That’s where CJBS can help. With more than three decades of experience working with dentists and orthodontists from practices of all sizes, our team will handle all your dental accounting and tax needs. More importantly, we’ll help you manage your money with an eye to long-term financial security. 

Our team will get to know you and your dental business and communicate with you regularly about your changing needs and goals. Rather than offering a one-size-fits-all approach, CJBS customizes our services for each of our dental clients — going beyond dental accounting and compliance to act as a trusted advisor on all your money matters. 

Dental Accounting & Advisory Services

Compliance – Auditing

Are you looking to acquire an existing dental practice or to sell your own business? Our experienced team will facilitate any due diligence needs you may have and structure the acquisition or sale. Additionally, if you’re a practice owner with a new or growing business, CJBS can help you meet your financial goals and implement a plan that helps attract and retain staff. 

Compliance – Tax Preparation & Tax Planning 

Many of our dental accounting and tax clients previously used CPA firms that merely prepared their annual tax returns then sent them on their way. At CJBS, we not only accurately prepare tax returns for dentists and orthodontists and their practices based on our healthcare industry expertise, we customize the tax planning solutions and strategies that make the most sense for you. Whether you’re working as a dental associate, growing your own practice, or preparing to sell, our team helps you reduce your tax burden and plan ahead. 

Compliance – Accounting

As a busy dentist or orthodontist, you don’t have time to become an expert in patient billing or to second-guess your bookkeeping and payroll systems. However, you do need to keep your books in order and plan for growth. That includes budgeting for expensive dental equipment, whether you’re just starting out or have a thriving dental practice. 

The CJBS team helps you improve your dental accounting processing and helps you set and adhere to a budget — ensuring you’re on track for financial stability and success. 

Advisory – 401K Planning

Many dentists and orthodontists are practice owners and more focused on today’s bottom line versus future financial security. The CJBS team specializes in 401K planning and wealth building for the healthcare industry and will customize a retirement plan for you. First, we’ll get to know your unique personal and professional goals, then we’ll map out a personalized plan for financial success. 

Advisory – Succession Planning

As a dentist or orthodontist who’s spent years building a practice, you might understandably worry about what happens to your business when you decide to retire. CJBS has 35 years of experience helping our healthcare clients create a transition plan that ensures your life’s work remains in good hands and that your investment is returned. 

Advisory – Financial Management 

At CJBS, our team goes beyond traditional dental accounting services or checking items off a tax to-do list for our clients. Acting as a sounding board, we help dentists and orthodontists create a solid business plan and ensure you make the most of your money. We understand that building and scaling your practice is a complex, expensive process. CJBS advises our dental clients on how — and when — to make big purchases like expensive dental equipment. And we’re always just a phone call away for any financial or business questions you may have. 


Communication is the key to our success. We understand the dental industry thoroughly, but we never presume to understand what each of our dental clients needs. Instead, we start with an honest, open conversation about what you want for yourself and your practice. And we continue that conversation throughout the year — not just at tax time. 

Thanks to our decades of experience in the dental industry, CJBS can also help you build out a network of specialized advisors beyond our core team — including healthcare business bankers, insurance agents, purchasing and real estate specialists, retirement planners, and more. Working together, we help you build your wealth, today and through retirement. 

Your Dental Accounting Expert

Darren Jossel has been a CJBS team member since 2018 and works with a wide range of medical and dental practitioners, from pediatricians and mental health providers to optometrists and orthodontists. As director of the firm’s tax department, Darren acts as a valuable sounding board to medical and dental business owners and helps them establish best financial practices. 

General Dental FAQs

As a busy dental practice owner, I don’t have time to manage my books, and nobody on my staff can fill the role. Can I outsource my accounting to CJBS? 

Yes. Our team will balance your books (we’ve seen it all!), run payroll, and handle any of your dental accounting needs, so you can focus on running your practice.

I pay my taxes on time. Why do I need tax planning in addition to tax preparation?

Tax planning goes beyond tax compliance to help you manage cash flow issues and proactively plan for the growth of your dental practice.

I want to retire, but I’m not sure how to move ahead. How can CJBS help? 

Our team has years of experience with exit planning for dental professionals and will work with you on the sale of your dental practice, including how to hand off your business and clients with peace of mind.

I’m just starting out in my career and want to purchase a dental practice. Where do I start? 

CJBS can collaborate with you to determine if the dental practice you’re interested in is worth purchasing, along with performing any other due diligence.

Dental News & Updates

Stay current on the latest Dental industry developments and find out what it means for you and your business.

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