In this episode, Steve Jensen sits down with Patrick Arnold, a CPA who specializes in dental practices, to discuss the evolving role of financial advisors in dentistry and how practices can optimize their financial health.

Listen in to hear about:

• The evolution of CPA relationships in dentistry - from traditional tax-focused to advisory services
• The importance of monthly vs. quarterly financial reviews
• Strategic planning for practice growth and optimization
• Associate buy-in pathways and succession planning
• Revenue optimization strategies for dental practices

Patrick Arnold is a certified public accountant with over 8 years of experience, specializing in dental practice financial management. A Marshall University graduate, Patrick brings a fresh, dynamic approach to dental finance, focusing on proactive advisory services rather than traditional compliance-only accounting.

Interested in getting in touch with Patrick? You can reach out via phone to (863) 660-3202 or or via email at [email protected].

See a demo of DI and get a $50 gift card: https://get.dentalintel.net/podcast.