Operating a successful practice requires much more than excellent patient care. LLI Advisory Group’s specialized accounting services compliment the financial needs of more than 200 dental practices nationwide. As a boutique firm, our principals and staff work closely with you to provide the tactical and advisory experience you need to make the critical decisions that drive the financial health of your practice and help you meet your personal financial goals. Our Dental CFO approach further strengthens our client relationships; our clients understand that they can count on LLI in their day-to-day operations. Satisfied clients drive our firm, which is a testament to our unparalleled service and attention to detail.
Our services include the following:
- Accounting and Tax Services:
- Corporate accounting, bookkeeping, and tax planning
- Financial statement preparation
- Business and financial planning
- Pension plan evaluation and selection
- Payroll services
- Compliance evaluation
- IRS and state audit representation
- Project planning
- Litigation support
- Wealth Management:
- Money management strategizing and support
- Retirement planning
- College savings strategizing
- Estate planning
- Risk management
- Dental practice transitions and valuations in the Metro New York/New Jersey area.
- Merger and acquisition management
The LLI Advisory Group is your resource for professional practices in accounting, tax, and financial planning.