Business Details
22 Years
experience
Expert Accounting & Tax Services for Dentists and Small Businesses
At DrillDown Solution, we deliver expert accounting, consulting, and tax services tailored to small businesses and dental practices. Founded in 2004, we combine over 50 years of collective experience to help clients maximize profitability through customized bookkeeping, tax planning, and business consulting. Our team of certified professionals provides proactive financial strategies, emphasizing transparency, integrity, and continuous learning. We are committed to fostering long-term client relationships, offering personalized solutions that align with individual goals. Our approach integrates technology with hands-on support to ensure accurate reporting, real-time decision-making, and compliance with evolving tax regulations.With a focus on dental industry expertise, we address unique challenges faced by practitioners, enabling them to concentrate on patient care while we optimize their financial health. Our values prioritize client success, innovative problem-solving, and ethical practices. We measure our impact through client satisfaction, evidenced by 172% revenue growth in one dental case study and 38 five-star reviews. As a non-hourly billing firm, we guarantee cost predictability and dedicated service, positioning clients for sustained financial freedom.
Services
Tax Planning
Bookkeeping
CPA Services
Business Consulting
Dental Accounting
Payroll Services
Financial Reporting
Audit Support
Retirement Planning
Quarterly Tax Reviews
Details
- Year established: 2004
Highlights and features
- We offer 50+ years of combined CPA experience in dental and small business accounting.
- Our proactive tax planning identifies opportunities for savings throughout the year.
- Industry-specific expertise serving dental practices with tailored financial solutions.
- We guarantee transparent pricing with no hourly billing for predictable financial planning.
- Our team provides personalized bookkeeping that supports real-time business decisions.
What people say
Knowledgeable, responsive team
Saved much in taxes
Methodical and patient
Strong industry understanding
Proactive financial partners
Services
Tax Planning
Custom tax planning solutions for small businesses and dental practices legally minimize liabilities while optimizing profits. Our CPAs proactively analyze financial situations to create multi-year strategies that exploit available deductions and legislative changes. We focus on maximizing savings through structural adjustments and compliance with evolving regulations.
Bookkeeping
Accurate bookkeeping services track revenue and expenses while generating actionable reports for real-time decisions. Our dedicated bookkeepers implement efficient systems that streamline cash flow management and reduce administrative burdens for small businesses. We ensure financial records remain organized for tax compliance and growth planning.
Business Consulting
Strategic business consulting combines industry expertise with financial analysis to resolve operational blocks and increase profitability. Our CPAs develop customized plans aligned with client goals, focusing on metrics-driven improvements and forward-facing financial visibility for long-term success.
Dental Accounting
Specialized accounting services for dental practices address industry-specific challenges through tailored financial management. We offer practice performance dashboards, profitability assessments, and compliance support designed for general dentists and specialists. Our solutions enhance practice efficiency while maintaining regulatory standards.
Tax Preparation
Comprehensive tax preparation ensures accurate filing for businesses and individuals while implementing pre-established tax strategies. Our CPAs optimize returns using year-round planning insights, focusing on maximizing refunds and minimizing liabilities through documented deductions and compliance with changing tax codes.
People
Karl Grimmett
CPA, Partner, Chief Executive Officer
With extensive CPA experience, Karl leads strategic initiatives at DrillDown Solution. His 15+ years in dental accounting provide valuable industry insights. He focuses on developing innovative financial solutions while maintaining CPA standards.
Ed Gabriel
CPA, Partner, President
Ed applies his CPA expertise to optimize business finances. He specializes in long-term financial planning and tax strategy development for small businesses. His leadership emphasizes client confidence and financial transparency.
Stephen Nance
MAcc, CPA, Partner, Vice-President
Stephen combines academic expertise with practical CPA experience. He specializes in complex tax situations and financial audits. His approach focuses on risk management and compliance for business growth.
Melanie Hall
Head Bookkeeper
As Head Bookkeeper, Melanie manages daily accounting operations. Her expertise ensures accurate financial records and responsive client support for small business clients requiring timely financial reporting.
Emily Martinez
Office Manager
Emily coordinates operational efficiency within the firm. She ensures smooth client interactions while maintaining administrative systems that support the accounting team's professional service delivery.
Questions
What industries do you specialize in?
While serving diverse small businesses, we specialize in dental practices with tailored solutions addressing unique industry challenges through specialized CPAs.
How do your tax planning services differ from other firms?
We provide year-round proactive planning instead of annual compliance, focusing on structural business analysis to legally maximize savings through CPAs' expertise.
Can you help with both accounting and strategic growth?
Our services combine accurate bookkeeping with business consulting, offering financial insights that support growth decisions for small businesses and dental practices.
What experience do your CPAs have?
Our team collectively holds 50+ years of experience, with many CPAs specializing in dental accounting and small business tax strategies since 2004.
How do you structure your fees?
We use transparent pricing models without hourly billing, providing upfront costs for our comprehensive accounting, tax, and advisory services packages.
