Pro-Fi 20/20 Dental CPAs

06/03/2026

📊 June is the perfect time for a Mid-Year Review.

The most successful dental practice owners don't wait until tax season to evaluate their numbers—they review them throughout the year and make adjustments while there's still time to impact the outcome.

A Mid-Year Review gives you the opportunity to:

✅ Review revenue and profitability trends
✅ Evaluate quarterly tax payments
✅ Identify planning opportunities before year-end
✅ Discuss goals, growth plans, and major business decisions
✅ Stay proactive instead of reactive

When you understand where your practice stands today, you can make smarter decisions for the rest of the year.

Don't wait until December to discover what could have been addressed in June.

📩 Have questions or need to schedule your Mid-Year Review? Message us or contact our team today.

📞 (404) 495-4895
🌐 www.profi2020.com

06/03/2026

The LAW OF ATTRACTION isn't just about positive thinking.

It's about aligning your mindset, your actions, and your goals to create the future you're working toward. 📈

Successful DENTAL PRACTICE OWNERS don't simply hope for growth.

They:
• set clear goals
• visualize success
• stay focused on opportunities
• maintain a positive mindset
• take consistent action

Because growth happens when vision meets ex*****on.

The right mindset can help you recognize opportunities, build stronger relationships, and stay committed when challenges arise.

Your thoughts influence your decisions.
Your decisions influence your actions.
And your actions shape your results. 💡

🎥 Watch the full video here: https://youtu.be/AUkYxiFif9U

📩 Message us if you're ready to move from reactive to intentional—with proactive accounting and financial guidance built specifically for DENTAL PRACTICES, grounded in real practice experience.

06/02/2026

We recently joined from Dental Success Institute by Dr. Mark Costes on the Dentalpreneur Podcast to discuss a topic we see every day:

📊 Accounting doesn't matter... until it matters.

From practices with missing financial data and years of unfiled tax returns to practice owners preparing for a sale without reliable numbers, we discussed why DENTAL ACCOUNTING, TAX PLANNING, and FINANCIAL REPORTING are critical to the long-term success of a DENTAL PRACTICE.

A few key takeaways:
• Know your numbers
• Don't delegate understanding your business
• Tax planning should be proactive—not reactive
• The cheapest accounting solution can become the most expensive mistake
• Financial clarity creates better business decisions

Whether you're building your first practice through Phase One Dental CPAs or growing an established practice with Pro-Fi 20/20 Dental CPAs, the goal is the same: helping dentists make informed financial decisions with confidence.

🎥 Watch the full Dentalpreneur Podcast episode here: https://www.youtube.com/watch?v=dMH2Gzq6Fg4

📩 Message us if you're ready to move from reactive to intentional—with proactive accounting built specifically for DENTAL PRACTICES, grounded in real practice experience.

On today’s episode, Dr. Mark Costes sits down with Brent Saunnier and Chris Sands, co-founders of Profi Dental CPAs, for a deep dive into the real-world cons...

05/28/2026

If you don’t know where your money is going, you can’t make confident BUSINESS decisions.

That’s why real DENTAL PRACTICE GROWTH starts with understanding your numbers clearly. 📈

With BOOKKEEPING built specifically for DENTISTS, you gain visibility into:
• which expenses are hurting profitability
• your true profit margins
• how each service is actually performing
• and where opportunities for growth exist

Because when your financial reporting is unclear, decision-making becomes reactive.

But when you can clearly see the numbers, you can:
👉 cut unnecessary overhead
👉 improve profitability
👉 strengthen cash flow
👉 and grow WITHOUT simply working more hours 🎯

Financial clarity creates better decisions—and better decisions create long-term growth.

🎥 Watch the full video here: https://youtu.be/__Hu9HhrXm8

📩 Message us if you’re ready to move from reactive to intentional—with proactive accounting and financial guidance built specifically for DENTAL PRACTICES, grounded in real practice experience.

05/27/2026

One of the biggest growth opportunities in a DENTAL PRACTICE often isn’t getting more patients—
it’s helping more existing patients move forward with treatment. 🎯

Higher CASE ACCEPTANCE means:
• more production
• healthier patient outcomes
• and more growth from the patients you already have

Sometimes patients don’t say no because they don’t want treatment.
They say no because they don’t fully understand it.

That’s why strong communication matters:
• show visuals
• explain the “why” behind treatment
• build trust
• offer flexible payment options 💳

When patients feel informed and comfortable, they’re much more likely to move forward confidently.

🎥 Watch the full video here: https://youtu.be/__Hu9HhrXm8

📩 Message us if you’re ready to move from reactive to intentional—with proactive accounting and financial guidance built specifically for DENTAL PRACTICES, grounded in real practice experience.

05/25/2026

In honor of Memorial Day, our office will be closed Monday, May 26th as we remember and honor those who made the ultimate sacrifice

05/22/2026

Managing your finances doesn’t have to feel overwhelming.

With the right systems, the right habits, and the right team behind you, DENTAL PRACTICE OWNERS can take control of their CASH FLOW and feel more confident about the future. 💰

Because financial clarity isn’t built overnight—
it’s built one smart decision at a time.

The practices that grow intentionally focus on:
• strong financial systems
• healthy cash flow management
• consistent planning
• and long-term decision making 🎯

That’s what creates stability.
That’s what creates freedom.

🎥 Watch the full video here: https://youtu.be/jMd96uRvtrk

📩 Message us if you’re ready to move from reactive to intentional—with proactive accounting and financial guidance built specifically for DENTAL PRACTICES, grounded in real practice experience.

05/20/2026

If all of your income stops when you stop working…
that’s not freedom.

One of the biggest mindset shifts for DENTAL PRACTICE OWNERS is understanding that long-term wealth usually isn’t built from a single paycheck alone. 💰

The average multimillionaire has multiple streams of income—often seven or more.

That can include:
• rental income
• dividends
• investments
• side businesses
• practice ownership
• passive income streams 📈

Because the goal isn’t just making money.
The goal is creating income that continues working even when you’re not.

That’s how you create flexibility.
That’s how you create options.
And ultimately—that’s how you build financial freedom. 🎯

🎥 Watch the full video here: https://youtu.be/jMd96uRvtrk

📩 Message us if you’re ready to move from reactive to intentional—with proactive accounting and financial guidance built specifically for DENTAL PRACTICE OWNERS, grounded in real practice experience.

05/19/2026

If you’re constantly reaching the end of the month wondering where the money went…
feeling like one unexpected expense could throw everything off—this is for you. 💭

Because financial stress doesn’t just come from big problems.
Sometimes it’s the everyday surprises:
• flat tires
• emergency repairs
• sick pets
• unexpected bills

That’s why one of the most important steps in PERSONAL FINANCIAL PLANNING is building a financial cushion. 💰

Having 3–6 months of expenses set aside creates stability, flexibility, and peace of mind.

When life happens, you’re not scrambling.
You’re steady.

And that kind of financial clarity is powerful. 📈-

🎥 Watch the full video here: https://youtu.be/jMd96uRvtrk

📩 Message us if you’re ready to move from reactive to intentional—with proactive accounting and financial guidance built specifically for DENTAL PRACTICE OWNERS, grounded in real practice experience.

05/15/2026

Congratulations to the next generation of DENTISTS beginning their journey into practice ownership, patient care, and the future of DENTISTRY 🎓🦷

Dental school is a major accomplishment—but it’s also the beginning of a brand new chapter filled with growth, leadership, and opportunity.

Whether your path leads to associateship, ownership, specialization, or opening your first DENTAL PRACTICE, we’re excited to see the impact you’ll make on the profession and the patients you serve.

Here’s to the long hours, hard work, and discipline that brought you to this moment 💙

Phase One Dental CPAs is an extension of Pro-Fi 20/20 Dental CPAs designed specifically for STARTUP DENTAL PRACTICES and newer PRACTICE OWNERS building a strong foundation for growth.

Phase One was created for practices in the early stages of ownership—typically with collections under $1M—providing the guidance, structure, and DENTAL-SPECIFIC ACCOUNTING support needed to help new owners grow intentionally from the very beginning. 📈

As practices continue to scale and become more operationally advanced, they can transition into the full PRO-FI 20/20 DENTAL CPA service model for deeper strategic planning, profitability analysis, and long-term growth support.

Congratulations from all of us at Pro-Fi 20/20 Dental CPAs and Phase One Dental CPAs!