Category: Accounting & Tax

12 Best Dental Accounting Firms and CPAs to Compare in 2026

     
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      Ranking Methodology & Disclaimer: This article is prepared using the AceRank Framework, Ace Cloud Hosting’s editorial methodology based on publicly available information. The rankings are for informational purposes only and do not represent an official certification, endorsement, partnership, or definitive measure of quality.  

      Running a dental practice involves far more than managing patient care. Owners also need to watch payroll, overhead, taxes, collections, equipment costs, associate compensation, and practice profitability.     

      The financial decisions become more complex when a dentist plans to open another location, add an associate, purchase a practice, join a DSO, or prepare for retirement. 

      A general accountant can handle many standard accounting tasks. A dental CPA or accounting firm with significant dental experience can bring another layer of context. They may understand practice-level benchmarks, provider compensation, hygiene performance, dental practice valuations, acquisitions, and DSO structures. 

      This guide compares 12 accounting and advisory firms with documented experience serving dentists and dental organizations.  

      Dental Accounting Firm Best For Notable Dental Focus 
      Eide Bailly Large practices, dental groups, and DSOs 700+ dental clients nationwide, including large groups and DSOs 
      Baker Tilly Growing practices and groups needing operational advisory 350+ dental clients and a founding ADCPA member 
      Rosen & Associates, LLP Practices seeking a deeply dental-focused accounting firm Long-standing dental specialization and client-based benchmarking 
      Cain Watters & Associates Dentists combining practice finances with personal financial planning Dental-focused financial planning since 1984 
      Engage Advisors Owner-operated practices wanting ongoing accounting and CFO support Monthly accounting plans, dental CFO services, dashboards, and transition support 
      Aprio Dentists moving through startup, acquisition, expansion, or DSO growth Dedicated dental tax, forecasting, valuation, wealth, and advisory practice 
      PKF O’Connor Davies Practices focused on benchmarking and KPI-led decisions 50+ years serving dentists and annual Dental Practices by the Numbers research 
      Doeren Mayhew Practices requiring broad operational and financial consulting Works with 300+ dental practices nationwide 
      James Moore & Co. Independent practices and growing groups, especially in the Southeast Dental accounting plus HR, technology, valuations, and M&A support 
      Schiff & Associates, CPA Private dental practices and practice transitions Dental-focused accounting, valuation, profitability, and transition services 
      Dental Accounting Group Practices wanting bookkeeping, tax, startup, and acquisition support Dental-focused accounting with QuickBooks setup and training 
      CBIZ Larger dental organizations and DSOs needing multidisciplinary support Dental valuation, DSO accounting, transition, tax, benefits, and advisory expertise 

      1. Eide Bailly 

      Eide Bailly reports serving 700+ dental clients nationwide, including large dental groups and DSOs. That scale makes it one of the stronger choices on this list for organizations whose financial requirements have moved beyond a single dental office. 

      Its dental practice is also positioned around the business issues that emerge as an organization grows. This can make Eide Bailly worth comparing for groups dealing with multiple entities, expansion plans, more complex reporting, or DSO-level decision-making. 

      Firm Snapshot 

      • Official website: https://www.eidebailly.com/  
      • Founded: 1917 
      • Headquarters: United States 
      • Number of employees: 3,500+ partners and professionals 
      • Relevant Expert: Scott Haberman, Partner and member of the Dental Practices Leadership team 
      • Key services: Client accounting, contract CFO and controller advisory, tax strategy, data analytics, cybersecurity, fraud and forensic advisory, practice purchase and sale advisory, and wealth transition services 
      • Awards and Recognition: Ranked #10 on Vault’s 2027 Top Accounting Firms list 
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      2. Baker Tilly 

      Baker Tilly reports working with 350+ dental clients nationwide and has more than 250 healthcare professionals. It is also a founding member of the Academy of Dental CPAs. 

      Its dental practice pays particular attention to the financial decisions surrounding growth. That includes understanding whether a practice can support another location, associate, ownership change, or transaction. 

      This makes Baker Tilly a strong option for dental owners who want their financial information to play a larger role in planning how the practice develops. 

      Firm Snapshot 

      • Official website: https://www.bakertilly.com/  
      • Founded: 1931 
      • Headquarters: Chicago, Illinois. Baker Tilly announced in June 2026 that New York City will become its headquarters following the Anchin transaction. 
      • Number of employees: 10,000+ 
      • Relevant Expert: Rob Grannum, Principal  
      • Key services: Dental accounting, tax planning, benchmarking, financial projections, practice optimization, valuations, compensation consulting, ownership transitions, and DSO and private equity transaction support 
      • Awards and Recognition: Baker Tilly currently identifies itself as the sixth-largest U.S. accounting firm and reports 300+ workplace and culture awards 

      3. Rosen & Associates, LLP 

      Dental specialization sits at the center of Rosen & Associates’ positioning rather than being one part of a broader healthcare practice. 

      One area that separates Rosen from many general accounting providers is its emphasis on comparing the financial performance of dental practices. Its website specifically directs dentists toward its “How Do You Compare” resources and uses practice-level financial analysis to help owners understand how their numbers compare with dental benchmarks. 

      The current website uses both “over 800 dental practices” and “over 750 dental professionals” in different sections. Because those definitions differ, this guide does not use either number as a definitive current client count. 

      Firm Snapshot 

      • Official website: https://www.rosendentalcpa.com/  
      • Industry Experience: The company says it has worked within the dental community for more than 75 years 
      • Headquarters: Westborough, Massachusetts 
      • Number of employees: 51–200 employees 
      • Relevant Expert: Mark Rosen, CPA, CFP 
      • Key services: Dental accounting and tax, financial reporting, dental consulting, practice transitions, tax planning, and personal and retirement financial planning 

      4. Cain Watters & Associates 

      Cain Watters & Associates was created around the financial challenges dentists encounter as both practice owners and individuals. 

      That distinction matters because the financial success of a dental office does not automatically translate into the dentist meeting personal goals around debt, retirement, investing, or an eventual practice exit. 

      CWA also produces dental benchmarking material for general and specialty practices. This gives practice owners another reference point for evaluating production, overhead, compensation, and other financial measures against industry data. 

      Firm Snapshot 

      • Official website: https://www.cainwatters.com/  
      • Founded: 1984 
      • Headquarters: Frisco, Texas 
      • Number of employees: 201–500 
      • Relevant Expert: Dan Wicker, CPA, Managing Partner 
      • Key services: Dental accounting, tax planning, business planning, practice valuations and transitions, debt management, retirement planning, wealth management, and estate planning coordination 
      • Awards and Recognition: Named an Accounting Today Top 100 Firm in 2026 and a USA Today Best Financial Advisory Firm in 2026 

      5. Engage Advisors 

      Engage currently reports serving 500+ dental clients across the United States. 

      Its model is geared toward ongoing involvement in the practice’s finances. The company offers recurring service levels rather than limiting the relationship to annual tax work. 

      That approach may appeal to dentists who want regular visibility into the financial side of their practice and a team that stays involved as business decisions arise. 

      Firm Snapshot 

      • Official website: https://engageadvisors.com/  
      • Founded: 2011 
      • Headquarters: Overland Park, Kansas 
      • Number of employees: 11–50  
      • Relevant Expert: Drew Hinrichs, CPA, Chief Executive Officer 
      • Key services: Tax and accounting, financial planning, dental practice consulting, cash-flow guidance, outsourced dental CFO support, buyer advisory, and ownership transition support 

      6. Aprio 

      Aprio says its dedicated dental accounting experience dates to 1961, giving the dental practice a much longer history than its more recent expansion activity might suggest. 

      Transactions are a particularly notable part of its dental positioning. Aprio’s current dental page reports $175 million advised in dental transition engagements and publishes resources for dentists at different stages of ownership. 

      That makes Aprio worth considering when the accounting relationship needs to support a major ownership decision, rather than only ongoing compliance work. 

      Firm Snapshot 

      • Official website: https://www.aprio.com/  
      • Founded: 1952 
      • Headquarters: Atlanta, Georgia 
      • Number of employees: 3,400+  
      • Relevant Expert: Ecton Green, CPA, Director, Dental Services 
      • Key services: Dental tax strategy, financial analysis, forecasting, practice valuation, acquisition guidance, ownership planning, wealth management, and transition advisory 
      • Awards and Recognition: Named a 2026 Best Firm for Technology by Accounting Today and a 2026 USA Today Top Workplace 

      7. PKF O’Connor Davies 

      PKF O’Connor Davies says its dental specialists have worked with dentists for more than 50 years. Its strongest differentiator is the amount of attention given to practice data rather than simply preparing financial statements. 

      The company publishes Dental Practices by the Numbers, an annual study that uses financial information supplied by its dental clients. The 2025 edition lets practices compare metrics with businesses in similar revenue ranges. 

      For owners who want to understand why profitability, overhead, or other practice metrics are moving, this benchmarking approach can be particularly useful. 

      Firm Snapshot 

      • Official website: https://www.pkfod.com/  
      • Founded: 1891 
      • Headquarters: Harrison, New York 
      • Number of employees: 1,500+ professionals and 200+ partners 
      • Relevant Expert: David J. Goodman, CPA, MST, Partner and Dental Practice Solutions Team Leader 
      • Key services: Benchmarking, bookkeeping, KPI analysis, compensation planning, outsourced CFO support, practice valuation, acquisition and sale support, M&A due diligence, and tax planning 
      • Awards and Recognition: Ranked #8 on Vault’s 2027 Best Accounting Firms list and recognized among America’s Most Recommended Tax and Accounting Firms in 2026. 

      8. Doeren Mayhew 

      Doeren Mayhew reports working with 300+ dental practices nationwide. What makes its dental practice notable is the range of business situations it addresses. The relationship can extend into questions about where to open a practice, whether an acquisition makes financial sense, how to investigate suspected fraud, or how to prepare for an eventual ownership change. 

      That can make Doeren Mayhew particularly relevant when the problem facing a dentist is broader than routine accounting. 

      Firm Snapshot 

      • Official website: https://www.doeren.com/   
      • Founded: 1932 
      • Headquarters: Troy, Michigan 
      • Number of employees: 1,500+ 
      • Relevant Expert: Stephen Skok, CPA, MST, Principal 
      • Key services: Dental accounting, tax planning, benchmarking, CEO and CFO advisory, practice valuation, startup planning, acquisition and sale support, fraud examinations, and DSO/MSO consulting 
      • Awards and Recognition: Ranked #36 on Inside Public Accounting’s 2026 Top 100 Firms list and #37 on Accounting Today’s 2026 list 

      9. James Moore & Co. 

      James Moore works with dental practices ranging from smaller owner-operated businesses to established multi-location groups. 

      Its main distinction is the ability to look at a dental practice from several business angles rather than treating financial statements as an isolated function. That can be useful when decisions about people, systems, profitability, and ownership begin affecting one another. 

      The company says its dental practice reaches clients across Florida, the Southeast, and beyond. 

      Firm Snapshot 

      • Official website: https://www.jmco.com/  
      • Founded: 1964 
      • Headquarters: Gainesville, Florida 
      • Number of employees: 201–500  
      • Relevant Expert: Jay Hutto, CPA, ABV, CFF, CVA, Partner and Dental CPAs Leader 
      • Key services: Dental accounting, tax, practice profitability analysis, business valuation, HR consulting, technology guidance, M&A support, and practice transition planning 
      • Awards and Recognition: James Moore reports longstanding recognition in Inside Public Accounting’s Top 200 and received Gallagher Best-in-Class Employer recognition in 2024 

      10. Schiff & Associates, LLC 

      Unlike larger accounting organizations with dental teams inside broader healthcare divisions, Schiff & Associates positions its work specifically around dental practices. 

      Allen Schiff has also been closely involved with the dental accounting profession through the Academy of Dental CPAs. The firm’s website identifies him as a founding ADCPA member. 

      That concentrated dental focus may appeal to private-practice owners who want an advisor familiar with the financial decisions encountered throughout the life of a dental practice. 

      Firm Snapshot 

      • Official website: https://schiffcpa.com/  
      • Founded: 2006 
      • Headquarters: Towson, Maryland 
      • Number of employees: 11–50  
      • Relevant Expert: Allen M. Schiff, CPA, CFE, Managing Member 
      • Key services: Dental accounting, tax planning, profitability and overhead analysis, practice valuations, buyer and seller representation, buy-ins and buy-outs, transition planning, and QuickBooks training 
      • Awards and Recognition: Allen Schiff was named Best Dental Accountant in the U.S. by The New Dentist magazine in 2021. 

      11. Dental Accounting Group 

      Dental Accounting Group takes a specialist approach aimed specifically at dentists rather than serving a long list of unrelated industries. 

      Its recurring accounting model can be useful for practice owners who want more regular financial visibility from a dental-focused team. The company also has roots in predecessor accounting practices that predate Dental Accounting Group itself. 

      Firm Snapshot 

      • Official website: https://dentalaccountingpros.com/  
      • Founded: 2016 
      • Headquarters: Bellevue, Washington 
      • Number of employees: 11–50 
      • Relevant Expert: Brian F. Bray, CPA, Co-Managing Partner 
      • Key services: Dental bookkeeping, tax planning, financial analysis, budgeting, startup guidance, practice acquisition advisory, and QuickBooks support 
      • Awards and Recognition: The official website displays WSDA Preferred, ADCPA, and WAGD Preferred credentials. These are industry affiliations or preferred-provider designations rather than conventional awards. 

      12. CBIZ 

      CBIZ is different from most companies on this list because it does not position itself as a dental-only accounting provider. 

      Its inclusion is based instead on documented dental work across areas such as practice valuation, goodwill, succession, practice sales, and accounting policies for dental service organizations. Its healthcare resource center includes material specifically addressing these issues. 

      That wider business structure can make CBIZ more relevant for a larger dental organization whose financial requirements increasingly overlap with transactions, workforce management, benefits, risk, and corporate operations. 

      Firm Snapshot 

      • Official website: https://www.cbiz.com/  
      • Founded: 1996 
      • Headquarters: Cleveland, Ohio 
      • Number of employees: 9,500+ 
      • Relevant Expert: Brian Schwerdtfeger, CVA, MAFF, Director, whose official profile includes valuation of work involving medical and dental practices 
      • Key services: Accounting, tax, valuation, transaction advisory, employee benefits, HR, insurance, risk advisory, and technology services 
      • Awards and Recognition: CBIZ was named a USA Today Top Workplace in 2026 for the sixth consecutive year 

      How to Choose the Right Dental Accounting Firm 

      The largest firm is not automatically the best dental accountant for every practice. A solo dentist buying a first practice may need very different support from a 20-location DSO. Start by looking at the problems you want the firm to solve. 

      1. Check How Much Dental Work the Firm Actually Does 

      Ask how many dental practices the team serves and which types. A firm working mainly with solo dentists may not have the same experience as one regularly handling multi-location groups or DSOs. 

      2. Look Beyond Tax Preparation 

      Tax work matters, but a dental accountant may also help interpret: 

      • Production and collections 
      • Practice overhead 
      • Associate compensation 
      • Hygiene performance 
      • Staffing costs 
      • Cash flow 
      • Practice value 
      • Location-level profitability 

      Ask what financial reviews are included during the year rather than assuming those services are part of the engagement. 

      3. Understand the Benchmarking Method 

      Several firms on this list publish dental benchmarks. The underlying data can differ. 

      Ask where the comparison data comes from, how recently it was collected, and whether the benchmark reflects similar practice sizes, specialties, and locations. 

      4. Match the Advisor to Your Practice Stage 

      A new dentist may prioritize startup modeling and financing. 

      An established owner may care more about tax planning and profitability. 

      A growing group may need consolidated reporting, CFO support, compensation modeling, and location analysis. 

      A dentist approaching retirement may put valuations, succession planning, and tax implications at the top of the list. 

      5. Ask About Dental Practice Transitions 

      If buying or selling a practice is part of your plan, confirm whether the accounting firm handles valuation, due diligence, deal structure, tax considerations, and post-transaction planning. 

      6. Evaluate Support for Multi-Location Practices and DSOs 

      Multi-site accounting introduces questions around entity structure, consolidated reporting, standardized charts of accounts, location-level KPIs, provider compensation, acquisitions, and internal controls. 

      Make sure the firm has experience with the level of complexity your organization has reached. 

      7. Review the Service Model 

      Some firms work through monthly packages. Others use annual engagements, hourly consulting, or broader advisory relationships. 

      Before signing, clarify: 

      • What is included in the fee? 
      • How often will financials be reviewed? 
      • Who will be your main point of contact? 
      • Are bookkeeping and tax preparation included? 
      • Is advisory billed separately? 
      • How quickly can you reach the team during major decisions? 
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      Find the Dental Accounting Firm That Fits Your Practice 

      The firms on this list approach dental accounting from different directions. Eide Bailly and Baker Tilly offer broad resources for growing groups and complex practices. Rosen & Associates and Schiff bring a strongly dental-specific focus. Cain Watters connects practice finances closely with personal financial planning. 

      Engage Advisors emphasizes recurring accounting and CFO support. Aprio is well positioned around ownership and transactions. PKF O’Connor Davies stands out for benchmarking and KPI analysis. 

      Doeren Mayhew and James Moore expand accounting into wider business decisions. Dental Accounting Group provides focused support for practice owners, while CBIZ brings the wider capabilities larger dental organizations may require. 

      Each firm brings a different mix of dental accounting, advisory, benchmarking, and transition expertise. The right choice depends on your practice size, growth plans, ownership stage, and the level of financial guidance you need. 

      Whichever accounting firm you choose, the technology supporting your financial operations matters as well. Ace Cloud Hosting provides the secure cloud infrastructure foundation accounting firms and dental practices can use to host QuickBooks, tax applications, practice management tools, and other business software in a centralized environment accessible to authorized teams from anywhere. 

      About Julie Watson

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      Julie Watson loves helping businesses navigate their technology needs by breaking complex concepts into clear, practical solutions. With over 20 years of experience, her expertise spans cloud hosting, virtual desktop infrastructure (VDI), and accounting solutions, enabling organizations to work more efficiently and securely. A proud mother and New York University graduate, Julie balances her professional pursuits with weekends spent with her family or surfing the iconic waves of Oahu’s North Shore.

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