About Us

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Combined Years Experience

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Typical Tax Savings

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Happy Clients

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about us

A combined 50+ years of experience in Accounting, Tax, and Consulting

DrillDown Solution helps dentists reach the best financial position possible. We use our combined 50+ years of experience in Accounting, Tax, and Consulting to help dental practices ACT and enjoy the outcome they want, even if they don’t have time.

Since our doors opened in 2004, we made it our mission to help small business owners and dentists grow their businesses to maximize profitability. Whether you need tax help, bookkeeping, or consulting, we have a successful solution to help you achieve your best financial position and your best life.

16+ Years Experience of Business

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Accounting

We have excellent accountants who provide not only accurate accounting but also visuals and reports, all to help you manage your practice efficiently and effectively.  

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Bookkeeping

At DrillDown Solution, we provide dental practices with accurate and effective bookkeeping services to help you make real-time decisions that accelerate growth.

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Business Consulting

We are here to help with custom plans to resolve blocks and grow profits. We look at your goals and metrics to turn plans into results.

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Tax Preparation & Planning

Our tax planning solutions are custom-made based on the individual needs, wants, and goals of your dental practice or small business.

01. Our Mission

To increase our client’s financial position proactively, utilizing authentic and innovative tax, accounting, and consulting solutions.

02. Our Vision

Be a trusted partner to our clients and offer innovative and effective business solutions.

03. Our Value

DrillDown is a team on a mission, and our people are how we achieve it. We empower our team to solve problems, grow professionally, leverage technology, do the right thing, and go the extra mile because great work takes place in a great place to work.

How We work

The DrillDown Process

DrillDown is a full-service accounting, consulting, and tax firm. We designed our process to give you exactly what you need.

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Discovery

The first step is to reach out and set up a call. We will ask questions about your needs, goals, and challenges. Our objective is to help fill your needs, attain your goals, and overcome your challenges.

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Benchmarks

We will look at your records to create a baseline of where your financials are currently. Our team’s expertise in working with this sensitive information helps you experience peace of mind. You are probably doing better than you think but, we’ll compare your current situation with industry benchmarks and show you what you can achieve.

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Catalyze

DrillDown Solution goes beyond defining a plan (but we will do that too). We will draw upon our 15-year history as a CPA firm to help you along the way. Whether you need a little tax help or a fractional CFO, we’ll proactively help you to achieve your best financial position possible.

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Read our latest news

To further achieve our mission, we regularly post information to empower our clients to achieve their best financial position. Check back often to enjoy timely Drill Bits of business knowledge.