DrillDown Solution, CPA

DrillDown Solution, CPA DrillDown Solution is a specialized dental CPA firm focused on helping dentists and small business owners build stronger, more profitable businesses.

08/27/2026

Most practice owners think about reducing taxes after they sell their practice. The better approach is planning before the sale ever happens.

In this clip, Stephen Nance explains how Opportunity Zones could become a valuable tax planning strategy for practice owners with significant capital gains. He breaks down how these investments may help defer taxes today while creating additional long-term tax advantages.

With new Opportunity Zone provisions taking effect, now is the time to understand how these strategies could fit into your long-term financial plan.

Watch the full webinar to learn more about this and other proactive tax planning strategies that can help you make smarter financial decisions before selling your practice: https://www.youtube.com/watch?v=RsUa6htLeuU

08/26/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance and Vin Cardillo discuss why data is one of the most valuable tools for growing a successful dental practice.

Vin explains that data isn't just about tracking numbers—it's about developing people. From coaching associates and hygienists to helping office managers improve performance, the right metrics create opportunities for better decisions, stronger leadership, and continuous growth.

Many practice owners feel intimidated by data at first, but with the right guidance, those numbers become a source of confidence. That confidence helps practices scale more effectively, avoid costly mistakes, and build a stronger foundation for long-term success.

đź”— Watch the full conversation here: https://drilldownsolution.com/webinars

08/25/2026

🎥 Doing your own bookkeeping may feel like a way to save money, but inaccurate books can cost more in the long run.

In this Backstage Dentistry feature, Stephen Nance explains a common issue DrillDown Solution sees with dental practices: when bookkeeping is not accurate, tax planning becomes harder to trust. If projections are based on one set of numbers and mistakes are found later during tax return preparation, the plan can change quickly.

Clean, accurate bookkeeping gives dental practice owners better visibility, stronger tax planning, and more confidence when making financial decisions.

Watch Stephen’s full video here:
đź”— https://youtu.be/VK9bnyTpY0E

08/20/2026

Giving to charity can be a meaningful part of your financial plan—but did you know it can also play a role in your tax strategy when selling your dental practice?

In this clip, Stephen Nance discusses two charitable planning strategies that may help practice owners reduce taxes while supporting the causes they care about. Whether you're planning to sell soon or simply thinking ahead, understanding these options can help you make more informed decisions.

This is just one of the many tax planning strategies covered during Stephen's recent webinar.

Watch the full video to learn how proactive planning can help you keep more of what you've worked so hard to build: https://www.youtube.com/watch?v=RsUa6htLeuU

08/19/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance and Vin Cardillo discuss why office manager buy-in is essential when implementing new systems in a dental practice.

Too often, new technology is viewed as just another tool staff members have to learn. Vin explains that successful implementation starts by showing your team how it will actually make their jobs easier. From simplifying morning huddles to eliminating the need to pull multiple reports, the right systems save time, reduce frustration, and help the entire practice operate more efficiently.

When your team understands the value behind the data and the technology, they're more likely to embrace it—and that's when real operational improvements begin.

đź”— Watch the full conversation here: https://drilldownsolution.com/webinars

08/13/2026

When you sell your dental practice can be just as important as how much you sell it for.

Many practice owners don't realize that the timing and structure of a sale can significantly impact their tax liability.

In this clip, Stephen Nance explains how selling at year-end versus spreading proceeds over multiple years can affect your taxable income—and why planning ahead can create opportunities to manage that tax burden more effectively.

It's a simple concept that can have a big financial impact.

Watch the full video to learn more tax planning strategies that can help you make smarter decisions before selling your practice: https://www.youtube.com/watch?v=RsUa6htLeuU

08/12/2026

🎙️ In this DrillDown Dialogue clip, Stephen Nance sits down with Vin Cardillo to discuss why there isn't a single KPI that determines the success of every dental practice.

Every practice has different strengths, challenges, and opportunities for growth. Vin explains that instead of chasing one "magic" metric, practice owners should focus on identifying the specific areas that are limiting performance. Sometimes, even a small improvement—like increasing the percentage of patients who leave with their next appointment scheduled—can lead to meaningful gains in production, profitability, and long-term practice value.

The most valuable KPIs are the ones that help you make better business decisions and continuously improve your practice.

đź”— Watch the full conversation here: https://drilldownsolution.com/webinars

Buying a dental practice is one of the biggest financial decisions you'll ever make.Strong production numbers don't alwa...
08/11/2026

Buying a dental practice is one of the biggest financial decisions you'll ever make.

Strong production numbers don't always tell the full story. Before you buy, it's important to understand the practice's profitability, cash flow, patient base, insurance mix, equipment needs, and tax implications to ensure you're making a sound investment.

Our latest article outlines the key financial areas every buyer should review before purchasing a dental practice.

Read the full article here: https://drilldownsolution.com/buying-a-dental-practice-start-with-the-financial-foundation

08/06/2026

The way you sell your dental practice can have a major impact on your tax bill.

Many dentists focus on the sale price, but the structure of the deal can be just as important.

In this clip, Stephen Nance breaks down the difference between asset sales and stock sales, explains why most dental practice transactions are structured the way they are, and shares why understanding these concepts before negotiating can make a significant financial difference.

This is just one takeaway from a recent webinar packed with practical tax planning insights for dental practice owners.

Watch the full video to learn how tax planning strategies like these can help you make more informed financial decisions and avoid costly mistakes: https://www.youtube.com/watch?v=RsUa6htLeuU

Your practice may be producing more than ever—but are you keeping as much profit as you should?Hidden issues like outdat...
08/05/2026

Your practice may be producing more than ever—but are you keeping as much profit as you should?

Hidden issues like outdated fees, weak collections, scheduling inefficiencies, rising overhead, and missed hygiene opportunities can quietly reduce profitability, even when production is strong.

Our latest article explores where dental practices commonly leave profit on the table and the practical steps you can take to improve your financial performance.

Read the full article here: https://drilldownsolution.com/is-your-dental-practice-leaving-profit-on-the-table

Address

1112 E 300 N Ste 101
American Fork, UT
84003

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+18012258474

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