rooted wealth
ACCOUNTING SERVICESour services
Comprehensive Accounting Services for Practice Owners
We help practice owners feel confident their accounting is being done the right way. We provide insightful financial statements, bookkeeping, tax strategies, and cash flow management to help you thrive in your practice.
Practice Acquisition
When you’re ready to enter the world of practice ownership, we’re here to help ensure you buy the right practice. We help perform a detailed due diligence to help you understand the cash flow of the practice you are buying and become a practice owner with confidence.
Comprehensive Accounting
Starting at- Tax strategies to minimize tax burdens
- Cash projections to help forecast cash flow and be proactive about cash management.
- Industry specific financial statements that provide meaniful insight into your practice.
- Bookkeeping. Accurate management of all accounting records and transactions.
- Unlimited phone and email support
Practice Acquisition Due Diligence
Starting at- Review financial documents provided by selling doctor
- Complete cash flow analysis of practice ownership for the new owner
- Determine reasonableness of the terms of the listed practice
- Work with broker and/or seller to resolve questions
- Review cash flow impact of Delta Dental on acquisiton, if applicable
I’ve worked with Travis for several years. He guided me as I purchased my practice and played an integral role in helping my practice manage cash flow and maximize available funding during the pandemic.
– Chandler Hyer, DMD
Travis Slade, CPA
Travis earned a Bachelor of Science in Accounting from Brigham Young University. Following graduation Travis worked for a national tax firm, Andersen Tax in San Francisco, California. Most recently, Travis provided accounting services for private-practice doctors at his previous firm before starting Rooted Wealth.
Brett Slade, CPA
Brett earned a Bachelor of Science in Economics from Brigham Young University and a Masters in Accounting (MAcc) from the University of Nevada – Las Vegas. During his tenure as a public accountant at Eide Bailey, Brett specialized in audit services and budget analysis. Brett has significant experience with identifying risk assessments and compliance issues for clients. Since early 2021, Brett has focused on mastering the Employee Retention Credit. In addition to identifying and substantiating these credits, Brett helps businesses understand the impact these credits can have on the company’s financial health.
CONTACT US
33959 Doheny Park Rd #1005
San Juan Capistrano
CA 92675