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:

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Get clear on where your practice stands

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Make informed decisions

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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:
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Your accounts, systems, and business structure

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Income streams (NHS, private, mixed)

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Tax efficiency and missed opportunities

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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.

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Possibility — Define Where You Want to Go

What does success look like to you?

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Whether you want to:
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Reduce your tax bill

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Take home more from the same revenue

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Grow, scale, or sell your practice

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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:

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A smart tax and accounting strategy

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Guidance on company structure, salary, dividends

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

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Timelines and milestones that fit your working rhythm

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

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Performance Implement the Plan

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

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We handle:

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Bookkeeping, payroll, VAT, and compliance

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Annual accounts and returns

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Tax planning and cashflow setup

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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:

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Check your performance against plan

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Adjust to any changes in income, team, or direction

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Spot new opportunities and course-correct early

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

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