The Performance Growth Method

Most accountants just look backwards. They file what’s due, then disappear until next year.

That’s not how we work.

At Dental Accountant, we use our 5-step Performance Growth Method — designed specifically for dentists — to help you:

Get clear on where your practice stands

Make informed decisions

And grow sustainably, with ongoing support

Whether you're an associate, principal, or running multiple sites, this method brings clarity, control, and confidence to your finances.

Pulse — Understand Where You Are

We start with a discovery phase — a deep dive into your current position.

We look at:

Your accounts, systems, and business structure

Income streams (NHS, private, mixed)

Tax efficiency and missed opportunities

How your bookkeeping, payroll, and reporting is working (or not)

It’s a chance for you to step back and see the whole picture — often for the first time.

Possibility — Define Where You Want to Go

What does success look like to you?

Whether you want to:

Reduce your tax bill

Take home more from the same revenue

Grow, scale, or sell your practice

Or just stop feeling behind all the time

We help you define practical, tailored goals that fit your stage of business and personal ambitions.

Plan — Map the Route

Once we know your starting point and destination, we build the plan.

This includes:

A smart tax and accounting strategy

Guidance on company structure, salary, dividends

Financial systems and reporting tools (Xero, Apron, etc.)

Timelines and milestones that fit your working rhythm

You’ll know exactly what’s happening, when, and why — no jargon, no guesswork.

Performance Implement the Plan

Now we make it real, Our team gets your systems working, your numbers cleaned up, and your tax position optimized.

We handle:

Bookkeeping, payroll, VAT, and compliance

Annual accounts and returns

Tax planning and cashflow setup

Regular updates, reminders, and support

You’ll always know what’s due, what’s next, and what’s improving.

Progress — Review, Refine, and Grow

Your practice isn’t static — and neither is our support.

We schedule regular reviews usually quarterly to:

Check your performance against plan

Adjust to any changes in income, team, or direction

Spot new opportunities and course-correct early

This keeps you in control — and your accountant close by, not once-a-year.