RESOURCES

SBDP BLOGS

Your home for relevant and up-to-date financial information.

How Long Should You Keep Your Tax and Financial Records?

Whether you’re an entrepreneur, a freelancer, or just managing your personal finances, knowing how long to keep your tax and financial records can save you time,...

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Getting your documentation organized now for W-2 and 1099 processing season can...

Protecting your personal and business data: Essential security tips from your trusted advisor

As your accounting partners, we’re committed to protecting your sensitive financial information. But data security isn’t just our responsibility—it’s important for everyone to take steps...

Trust Account Reconciliation: Avoiding Common Compliance Pitfalls

The management of trust accounts represents one of the most significant compliance responsibilities for businesses. These accounts, holding funds that legally belong to patients until...

The True Cost of Lateral Attrition: Financial Impact Analysis

Businesses face a hidden financial drain many owners overlook until it’s too late: lateral attrition. This silent practice killer erodes profitability through production loss, increased...

The Impact of Economic Downturns on Business Financial Planning

Economic downturns send ripples through every industry, and businesses are no exception. When financial markets falter, patient appointments often decline as discretionary spending tightens, insurance...

The Financial Impact of Lateral Hires: Due Diligence and Integration Costs

Bringing new talent into your dental practice through lateral hires can be a game-changing growth strategy, but the financial implications extend far beyond the initial...

Technology Investment ROI: Measuring the Financial Impact of Dental Tech

The digital revolution has transformed dental practices, offering powerful tools that streamline operations and enhance patient care. Yet many dental professionals struggle to determine whether...

Succession Planning for Small and Mid-Sized Businesses

Preparing for practice ownership transition represents one of the most significant financial decisions a dental professional will make. Yet many dentists reach retirement age without...

Structuring Partner Buy-In/Buy-Out Agreements: Financial Best Practices

Dental partnerships require careful financial planning, especially when it comes to ownership transitions. Creating well-structured buy-in/buy-out agreements protects everyone involved while ensuring practice continuity during...

Recession-Proofing Your Business: Financial Strategies for Economic Uncertainty

Economic downturns don’t discriminate—they affect businesses across all industries, including dental practices. When financial markets tumble and consumer spending tightens, dental practices often face declining...

Profit Distribution Models: Balancing Current Compensation and Long-Term Growth

Determining how to split profits in your dental practice may significantly impact both your immediate financial well-being and your practice’s future success. The structure you...

Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.