The Ideal Pro-Fi 20/20 Client

This represents what we have found to be our sweet spot: the clients that allow us to serve them the best and allow us to do our best work.  While there are sometimes outliers, we have found that the ideal client matches the following criteria:

Dental clients who have ideally owned their practice for at least 2 years.

Being a practice owner for several years, provides you with a solid foundation to understand your dental practice and to be able to make the most of our service offerings.

Practices with at least $1.5 million in collections (or projections) for this year.

This is not set in stone, but we have found that practices bringing in below this amount would be better served by reinvesting in their business growth and coming back to us once they have grown.

Business minded dentists who want to understand their business better.

Rather than focusing on the transactions of tax and accounting services, we bring new life, growth and opportunities to a dental practice.

Growth-oriented dentists who want to scale their business.

We excel working with multi-location practices and their more complex structures.   We encourage doctors to grow and expand their practices over time.

Multi-location practices.

We excel in working with these complex structures and helping the business to grow and expand over time.

Someone who is willing to invest in personal development – to help their business grow.

Doctors who are willing to invest in themselves and hire coaches for professional and personal development are often looking for the next level of sophistication in their accounting and tax relationship.

Clients who are responsive, willing to receive coaching and FUN to work with!

While we are all working hard every day, we want to have fun, genuine relationships with all our clients.

Our happiest clients that experience the best overall results from working with Pro-Fi exhibited these traits from the beginning of our relationship working together.  However, there will be extenuating circumstances when we will work with a client that is outside of these general traits.   The bottom line is that Pro-Fi seeks to create transformational relationships that help you achieve or exceed your practice goals!