DENTAL & MEDICAL PRACTICE ACCOUNTING & TAX PLANNING

Dental & Medical Bookkeeping & Accounting

We help dental practices and medical clinics gain clean financials, predictable tax outcomes, and real clarity around cash flow.

Our CPA bookkeeping and proactive tax planning gives you ongoing insight into collections, profitability, payroll coverage, and tax exposure, so you can grow your practice confidently without surprises.

CPA-Reviewed Financials

Real financials you can trust for decisions and tax planning.

Cash Flow & Taxes

Know what's truly available and what must be reserved before deadlines come due.

Profitability

Understand which procedures and services actually drive profit.

Dental instruments arranged in a clean clinical environment

FLORIDA DENTAL & MEDICAL PRACTICE CPA

Who We Work Best With

If you own a dental or medical practice in Florida and feel busy and profitable but financially unclear, you’ve likely outgrown a tax CPA.

Westfront Tax & Accounting works best with healthcare practices earning $500K–$5M that want proactive tax planning, accurate financials, and real insight into what’s driving profitability and cash flow.

Dental Practices

Med Spas & Aesthetic Clinics

Dermatology Practices

Psychiatry & Mental Health Clinics

Built Specifically for Dental & Medical Practices

Dental and medical accounting aligns revenue and expenses with when services are actually performed, not just when cash moves. That’s where generic bookkeeping falls short.

Between insurance reimbursements, delayed collections, and payroll or contractor-heavy teams, practice owners often struggle to see where profit is coming from and how to manage cash flow.

Service & Procedure Profitability

Understand revenue and margins by service and procedure.

Collections vs Earned

See where money is earned, delayed, or leaking.

Tax Optimization

Structure compensation, entities, retirement, and equipment purchases the right way.

Practice Capacity

Make hiring, expansion, and equipment decisions confidently.

Person reviewing financial reports and performance metrics on a laptop for business decision-making

Why Dental & Medical Practices Choose Westfront

Dental & medical practices in Florida do not choose Westfront just to file tax returns. They choose us for an ongoing relationship that goes beyond compliance.

100% U.S. Based

All work is handled internally. We do not outsource overseas.

Technology

We use advanced accounting systems configured to your business needs.

CPA & EA Licensed

Our work is led by licensed professionals with direct oversight and accountability.

Powered by Leading Accounting Technology

Why Profitable Practices Still Feel Chaotic

Many practice owners assume financial ambiguity is just part of running a practice. In reality, it is often the result of outgrowing tax-only accounting.

As revenue grows, so does payroll, overhead, and cash flow pressure. Complexity and uncertainty quietly build unless the accounting system is designed for it.

Revenue looks strong, but cash feels unpredictable.

As dental and medical practices grow, annual tax prep alone is no longer enough.

Dental professional performing a patient examination in a modern clinical environment

What Real Accounting Looks Like for Dental & Medical Practices

Real dental and medical accounting is about having the right information at the right time. This is the foundation behind our monthly accounting and advisory services.

Monthly Dental & Medical Accounting & Advisory Plans

Controllership

For established practices that need forecasting and strategic financial leadership.

Clean financials & reconciliations

Tax filing service

Performance insights

Comprehensive tax planning & advisory

Forecasting & scenario analysis

Priority same-day response

Momentum

For growing owners who need insight, planning, and better decision support.

Clean financials & reconciliations

Tax filing service

Performance insights

Tax planning & advisory

Essentials

For dental & medical practices that need a solid financial foundation.

Clean financials & reconciliations

Tax filing service

We Make Getting Started Simple

We understand that switching accountants is a big decision for your practice and for your future. And so we've laid out what to expect from start to finish.

Book a Consultation

We schedule a 15 to 30 minute call to see if we are a good fit. This is an opportunity to share your situation, goals, and concerns with a licensed CPA.

Assessment & Proposal

During the call, we assess your situation and share scope and pricing if it’s a good fit. A custom proposal is delivered to your inbox shortly after.

Foundation Catchup

If your bookkeeping, accounting, or taxes are behind, we bring everything up to date. This phase usually takes between 2 and 6 weeks, depending on complexity.

Ongoing Service

Upon finalizing the catchup phase, we continue working with you on an ongoing basis as your business co-pilot every week.

Professional CPA and business advisor providing proactive accounting and financial guidance to business owners

FULL SERVICE BOOKKEEPING, TAX PLANNING & ACCOUNTING

Reach New Levels of Profitability & Scalability

Most small business accounting revolves around taxes, but that’s just one facet of running a growing and smart business.

Our outsourced accounting service takes all accounting tasks off your team, into the hands of a CPA team for a fraction of the cost, & twice the value.

See beyond the numbers every month

No more tax surprises with proactive CPA services

Understand what drives profit margins

Save time on bookkeeping & focus more on growth

Get strategic CFO reporting to plan, scale, and stay audit-ready

Answers to Common Questions We Receive From Dental & Medical Professionals

How is dental and medical accounting different from general bookkeeping?

General bookkeeping is cash-based. Revenue and expenses are recorded when money moves. Dental and medical accounting matches revenue when services are provided with the related expenses to show profitability by procedure or service since cash timing rarely matches when care is delivered. Between insurance reimbursements and delayed collections, medical accounting also helps practices manage cash flow.

Do you only prepare tax returns, or do you help with planning throughout the year?

Our clients have access to preferred pricing on their annual tax returns. Our core offer is ongoing accounting and advisory on a monthly basis.

What size dental and medical practices do you work with?

We work best with dental and medical practices earning between $500K and $5M in annual revenue.

Can you work alongside an office manager or internal bookkeeper?

Yes, as practices grow CPA oversight becomes important to structure the accounting system, review financials, interpret the numbers, and support tax planning and decision-making.

My books are behind. Can you still help?

Yes, and this is common. As part of your foundation catch-up phase, we first bring you up to date with your financials and taxes before transitioning to an ongoing relationship.

Usually, this phase takes between 2-6 weeks depending on complexity.

Are you located in Fort Lauderdale?

Yes, we are based in Fort Lauderdale. We serve dental and medical practices locally and statewide through a virtual model.

Do you specialize only in dental practices?

Dental practices are our primary focus but we also work with select medical specialties that share similar financial dynamics.

Westfront Tax & Accounting Florida

Our Core Services

Tax, Bookkeeping & Accounting Services for Small Business

Stacked coins and chess pieces representing strategic tax and financial planning decisions

Tax Planning & Advisory Services

Proactive tax planning with year-round advisory support for your business.

Illustration showing key performance indicators and financial analysis for monthly accounting

Monthly Accounting Services

Turn your numbers into strategy with CFO insights, KPI tracking, and profit optimization.

Professional reviewing financial documents and bookkeeping reports with a calculator

Bookkeeping Services

We’ll do your books weekly, saving you time and protecting you from costly tax mistakes.

Professional calculating payroll information while working on a laptop

Payroll Services

From setup to ongoing management, we handle payroll and contractor payments so you stay compliant and stress-free.