A boutique financial studio for modern dental practices. Bookkeeping, tax strategy and CFO-level counsel delivered with the discretion of a private atelier.
▲ 12.4% vs last quarter
Dental practices served
Years of specialization
Average Revenue Improvement
Client retention
For sixteen years we’ve built a boutique advisory around a single conviction: dentists deserve financial partners who understand the chair, the schedule, and the margins. No generalists. No noise. Just precise, quietly excellent work.
Eight core disciplines, delivered with the composition of a private studio and the rigor of a top-tier firm.
Immaculate books, Closed timely.
On your schedule for your team.
Tax CPA referrals.
Executive-level guidance.
Budgeting and monitoring to help reach your goals.
Reports you'll actually read.
IRS, state and industry — handled.
Custom engagements for complex practices.
Discreet listening. We review your financials, benchmarks and ambitions.
A tailored roadmap covering tax, cash, and compensation architecture.
White-glove onboarding of systems, chart of accounts and reporting.
Reviews with granular reporting and profitability analytics
Acquisition, expansion, or succession — advised with equal care.
“The most trusted advisors in dentistry — quietly excellent.”
A 20 year accounting veteran who left Public Accounting practice to build a boutique studio for dentists. Sixteen years later, SGM advises dozens of practices across the country — quietly, and without compromise.
Schedule a private consultation with our founding partner. We accept a limited number of new practices each quarter.
Schedule a private consultation with our founding partner. We accept a limited number of new practices each quarter.
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A study of how twelve solo dentists transformed their margins through disciplined bookkeeping and quarterly counsel.
Follow us for practical accounting tips, tax updates, and financial strategies
designed specifically for modern dental practices.
