Dental Clinic Tax & Finance Guidance

I run a growing dental clinic and I’m ready to put my entire financial house in order. I need a chartered accountant who can partner with me on three fronts—tax planning, investment advice, and day-to-day bookkeeping—so everything works together instead of in isolation.

Tax planning
My priority is smart tax-saving strategies that keep the clinic fully compliant while legally minimizing what we owe. I’ll expect a clear, step-by-step action plan we can implement before year-end, including any structuring recommendations specific to healthcare practices.

Investment advice
Rather than chasing short-term wins, I want a well-reasoned diversification strategy that balances risk and return for both the business and my personal portfolio. Guidance should cover asset allocation, suggested instruments, and a timeline for periodic reviews.

Bookkeeping
I currently log expenses in basic spreadsheets. I’d like you to set up (or refine) a cloud bookkeeping workflow—QuickBooks, Xero, or a comparable platform—so reconciliations, payroll, and supplier payments flow automatically into accurate, audit-ready reports.

Deliverables
• Written tax-saving roadmap tailored to a dental clinic
• Diversified investment outline with allocation targets and rationale
• Clean, cloud-based bookkeeping file plus a short handover session

If this end-to-end approach fits your skill set, let’s talk and map out the first milestones.