Purtzki Johansen + Associates

Dentists

We have served the dental profession for more than 35 years and know what it takes to establish and maintain a thriving practice.

Whether you are just starting your career, are established and looking for ways to increase revenue and decrease expenses, or are planning to retire, we can be of assistance.
Our business advisory services include:

  • Dental Practice Management
  • Systems & Facilities Evaluation
  • Tax & Accounting
  • Bookkeeping Services
  • Valuation of Practice
  • Practice Transition Services
  • Practice Marketing Services

We evaluate your current systems, procedures and facility management to measure efficiency and effectiveness to optimize your income. We offer industry comparison reports, so you can measure your practice’s performance against other practitioners.

For more information about practice sales and transitions, visit: Transitions-Logo
For more information about practice management services, visit: Becker Practice Management
For more information about dental practice resources,
visit:
Just for Dentists

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  • Make your phone a practice builder (6/13/2019)- Many dentists don't realize how important it is to have proper phone etiquette. I cannot believe that some offices still use an answering machine during business hours. If you have inexperienced staff members answering the phone, you will make the wrong impression and lose potential business. The first contact a… Continue Reading
  • Bringing in an associate as a co-owner (6/13/2019)- Only one out of 10 associates end up as partners. Here are five must-do steps you must take to ensure your planned transition is successful. Plan ahead. Ask yourself, why would I want to bring in somebody into my practice and under what circumstances? Would I like to expand or… Continue Reading
  • Boost your case acceptance! Tips from Dentistry’s top guns (5/29/2019)- Boosting your case acceptance rate is the quickest way to increase practice revenues. Dr. Justin Short & Dr. David Maloley interviewed many outstanding dentists regarding their practice success. They collected these interviews in the book, titled “Titans of Dentistry: How the Top Performers Think and Act Differently” Here is an… Continue Reading
  • Investors are less satisfied with their investment advisors (5/29/2019)- Following a rocky 2018 in capital markets and negative investment yields, many Canadian investors are feeling edgy about their financial holdings and report they have less satisfaction with their investment firms, according to the JD Power 2019 Canada Full Service Investor Satisfaction Study, released in April. For the first time… Continue Reading
  • Thieves you trust (5/15/2019)- According to the American Dental Association, 40 per cent of dental offices have been, or will be embezzled by an employee. Whether you are a young dentist purchasing a new practice, or a mature practitioner working towards retirement, establishing an appropriate system of internal controls is vital to protect your… Continue Reading
  • Tax planning on separation and divorce – what you need to know (5/15/2019)- When you are going through a separation or divorce, income tax issues will likely not be top of mind. However, good tax planning, before and during a separation can generate significant tax savings and help preserve your assets.   Support payments While support payments can be determined by agreement, most… Continue Reading
  • You’re fired! (5/2/2019)- Terminating an employee is probably the most hated job in the practice management life of a dentist. You must try for a smooth exit without causing upheaval in the office, and ensure the employee leaves with ego intact and without filing a lawsuit for severance. Here are some strategies to… Continue Reading
  • Our top post-tax season planning tips (5/2/2019)- “I’ve saved the money to pay my income tax. Now all I have to do is borrow some to live on.” Lou Costello How did you survive the tax season? You probably feel you paid more than your fair share of the $145 billion of personal income taxes the federal… Continue Reading
  • A good office manager is critical for practice success (4/17/2019)- Your appointment schedule is full, hygiene is booked a month ahead, and patients have to wait weeks to see you even for minor treatment. Your staff is hustling to keep up with the pace, which often shrinks the lunch hour to a ten-minute break. For you, the busyness of the… Continue Reading
  • Not happy with your investment returns? Find a new portfolio manager! (4/17/2019)- If you find that your investment portfolio manager is making more money from your portfolio than you, you may want to put an end to this unproductive relationship quickly.  The money you put aside for retirement comes from spending long hours in the practice, and you should expect that your… Continue Reading

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