 Dentists often focus on delivering exceptional patient care, but without proactive financial systems, it’s easy for tax season to become a reactive exercise. This case study follows how a multi-location dental practice used their year-end financial data to shift from backward-looking compliance to forward-focused strategy—streamlining costs, rethinking compensation models, and positioning for scalable growth.
0 Comments
 Many professional services firms—law firms, consulting agencies, and accounting practices—struggle to grow due to cash flow constraints, inefficient operations, and difficulty scaling client work without sacrificing service quality. This case study explores how a mid-sized law firm overcame these roadblocks, secured funding, streamlined operations, and expanded into new markets.
Is Your Business Still in the Right Entity Structure? Rethinking LLC vs. S Corp for Tax Efficiency4/15/2025  Your entity structure affects how your business is taxed, how you take income, and how you plan for growth.
Many business owners form an LLC or elect S Corp status early on — and never look back. But as your business evolves, your entity structure should evolve with it. If you haven’t reviewed your structure recently, it could be costing you in unnecessary taxes, missed deductions, or payroll complications. At Baker CFO Advisory, this is one of the first areas we review when clients are scaling — because your entity type isn’t just a formality. It’s a strategic lever.  Tax season may be over, but what your return reveals can shape your financial strategy for the entire year ahead.
For many business owners, a tax refund feels like good news. But in reality, it may be a sign of overpayment — and overpayment often means your cash has been sitting with the IRS instead of working inside your business. A refund is not a bonus. It’s your money, paid in excess. The real question is: could that cash have been used more effectively throughout the year? At Baker CFO Advisory, we help businesses look beyond the filing deadline to uncover how their tax position affects their day-to-day operations and growth goals. Here's how to rethink your refund — and put that capital to better use.  Healthcare providers often face high startup costs, strict regulatory requirements, and operational inefficiencies that hinder expansion. This case study explores how a growing medical practice obtained financing, improved workflow efficiency, and successfully launched a second clinic.
|