About Practice Peak Advisors

The Practice Peak Advisors are a team from within Jones & Roth CPAs that specialize providing financial management expertise to dental practice owners. 

The Practice Peak Advisors team works with dentists located across the United States. The team has developed a comprehensive program that they call The Practice Success Plan which includes advisory services in the areas tax, accounting and bookkeeping, practice performance, and retirement planning. 

The Practice Success Plan is a proactive engagement services plan that includes quarterly meetings to provide guidance throughout the year. These meetings give dental practice owners the chance to look back, assess the current situation, plan ahead, and get advice on the issues that matter most to their success.

Advisory meetings take place online with easy-to-use conferencing software. The Practice Peak Advisors use cloud-based apps to access real-time financial management reports for accounting, bookkeeping, and practice performance.

The Advisors collaborate to plan and measure your progress matched to your personal and practice goals and to maximize your opportunity as a dental practice owner. 

practice peak advisors dental

Meet the Practice Peak Advisors Team