Get your finances accurate & in-the-black.

Build your ideal practice by taking control of your accounting and finances.

Build your ideal practice by taking control of your accounting and finances.

Select Clients

Why Us?

Experience our difference and unlock the full potential of your dental practice.

We’re more than just number crunchers. We’re your dedicated financial partner. Here's what you get when you work with us.

Working with Toothwise has brought clarity and value in guiding the financial side of my dental practice. Their expertise in dental accounting, prompt response time when questions arise, and ethical approach to tax strategy has been invaluable. They have provided strategic guidance tailored specifically to the unique needs of my practice. Their deep understanding of the dental industry ensures that every decision we make is tactically aligned with our long-term goals.

Naguib Youssef- Affinity Dentistry

Tailored Expertise

We understand the unique financial challenges and opportunities that dentists face. Our team is focused on serving the dental industry, allowing us to offer specialized expertise tailored to your profession.

Proactive Guidance

From navigating complex tax laws to optimizing practice profitability, we provide proactive guidance to help you stay ahead in a rapidly evolving industry. With our strategic insights, you can make informed decisions that drive long-term success for your practice.

Efficiency and Accuracy

Time is precious in the fast-paced world of dentistry. Our streamlined processes and advanced technologies ensure that your financial matters are handled efficiently and accurately, giving you peace of mind to focus on what you do best – caring for your patients.

Comprehensive Services

Whether you're a solo practitioner, part of a group practice, or managing a dental clinic, we offer a comprehensive range of services to meet your needs. From accounting and tax planning to practice management consulting, we've got you covered every step of the way.

Personalized Attention

We believe in building strong relationships with our clients based on trust, integrity, and personalized attention. When you work with us, you can expect responsive communication, proactive support, and a genuine commitment to helping you achieve your financial goals.

How We Work

Getting Started

Acquiring or starting a practice

Setup your dental practice for success.

Are you considering starting or purchasing a practice? We're here to make your transition a breeze. If you come to us, we'll evaluate the financials, provide advice on purchase structure and entity selection, and even assist with financing. Once you're ready to go, we'll help create your legal entity, handle business license applications, obtain an EIN number, set up accounts with state and local agencies, and build your entire accounting system.

ESTABLISHED PRACTICES.

Alleviate your accounting woes.

Tired of dealing with accounting headaches? We got you. In our initial meeting, we'll dive deep to discover the root of your challenges and understand what aspects of your practice's financial functions are working well and what needs improvement. With a thorough assessment of your accounting files, past tax returns, payroll records, and compliance filings, we'll diagnose any issues that require attention. Our experienced team will diligently work to repair and reconcile historical accounting records, amend tax returns as necessary, and resolve compliance matters with federal and state agencies. We'll design tailored processes, systems, and workflows to streamline your financial functions and boost efficiency. We’ll set up new payroll, accounts payable, and financial reporting systems, seamlessly integrating them with QuickBooks.

Once everything is in control, you can roll right into our managed accounting & tax solution.

Managed Accounting & tax solution

Simplify your finances. Get your payroll, accounts payable, bookkeeping, and tax compliance all in sync.

Say goodbye to the hassle of juggling different vendors or people for your accounting needs. We’ll take care of payroll, A/P, bookkeeping, and tax filing. No more coordination, communication, or confusion--just easy, accurate, dependable support for all your practice’s financial needs.

Talk business and ask us about the state of your finances as much as you need.

You can count on us when it comes to discussing important business and financial matters. Don't be shy - we want you to stay ahead and we're here to help at no extra cost to you. By proactively communicating with us, we can work together towards reaching your goals and keeping your finances in check.

Accounting & Tax Services

  • Bookkeeping
  • Accounts Payable (bill pay)
  • Financial Statement Preparation
  • Payroll
  • City, State, & Local Tax Preparation
  • Income Tax Preparation
  • Audit Representation
  • Strategic Business Planning

fees:

One monthly fee for all

Have more questions? Or ready to get started? Talk to us.

About Us:

Our team is your team.

We work alongside you to build a sustainable and prosperous dental practice. Providing real-time financial insights and expert guidance, we empower you to make informed choices decisions that accelerate your growth. With us by your side, you'll gain clarity around your finances and the freedom to focus completely on your business, creating the life you've always dreamed of.

A LITTLE BIT OF HISTORY:

Our firm began much like any other CPA practice, catering to clients from diverse backgrounds and industries. Over time, we noticed a significant portion of our clients were dentists.

Years of experience working with dental practices helped us understand the financial challenges and requirements inherent to the profession. Recognizing an opportunity to better serve this specialized demographic, we made a strategic decision to pivot our focus exclusively to working with dental practices, thus establishing Toothwise.

This pivot allowed us to immerse ourselves fully in the world of dentistry, gaining comprehensive insight into its nuances. Today, Toothwise is a premier destination for dental accounting, boasting a roster of satisfied clients.

Though our firm has evolved, we remain committed to our foundational values of excellence, integrity, and unparalleled service. These principles continue to guide our endeavors as we navigate the dynamic landscape of dental accounting.

leadership:

Joe Harkins

Founder, CPA & Advisor
Professional Affiliations:

Member: American Institute of Certified Public Accountants

Favorite Candy:

Gummy Bears

When I’m not working you’ll find me...

Woodworking

leadership:

I highly recommend Toothwise CPA for anyone seeking financial expertise. They are insightful, respectful and dedicated to client success. Not only do they promptly respond to any questions asked, they provide comprehensive answers, helping me understand along the way. I feel very confident in managing my business with Toothwise on my team and would steer anyone searching for accounting services their way.

Sneha Yerra - Yerra Family Dentistry

Joe and his team has been crucial for me as a new business owner! Dental school does not prepare us for all that is needed as a practice owner but Joe has helped me organize and manage my financials and payments with ease. He is always available and very responsive - within a few hours! When I first started, I used a different company who unfortunately were not specialized dental CPAs - finding Joe was like breath of fresh air.  Because him and his team only work with dentists, they are familiar with all my payments, services, purchases, etc.  He has also helped me throughout the COVID era and apply for ERC to get financial support! I cannot recommend Toothwise enough!

Lily Du - Ideal Smiles