Unpack what separates an average accountant from a truly proactive CPA. Steve explains why so many practice owners experience delayed books, tax surprises, and missed opportunities — and how working with a CPA who stays ahead of the numbers can transform a dental practice’s financial health.From navigating PPP forgiveness to eliminating year-end tax shocks, this conversation dives deep into the kind of hands-on, forward-looking accounting that helps dentists keep more of what they earn. If you’ve ever wondered whether your CPA is doing enough for you, this episode will give you the clarity and the questions you need to ask.

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