Operating a successful practice requires much more than excellent patient care. LLI Advisory Group's specialized accounting services compliment the financial needs of more than 200 dental practices nationwide.
As a boutique firm, our principals and staff work closely with you to provide the tactical and advisory experience you need to make the critical decisions that drive the financial health of your practice and help you meet your personal financial goals.Our Dental CFO approach further strengthens our client relationships; our clients understand that they can count on LLI in their day-to-day operations.
As a boutique firm, our principals and staff work closely with you to provide the tactical and advisory experience you need to make the critical decisions that drive the financial health of your practice and help you meet your personal financial goals.Our Dental CFO approach further strengthens our client relationships; our clients understand that they can count on LLI in their day-to-day operations.
Services
Managing a successful dental practice involves more than expert patient care. When it comes to the financial health of your business, you need a team of Certified Public Accountants whose expertise extends beyond the preparation of basic financial statements and tax returns. We keep up-to-date on dental industry news and trends and put our years of experience in dental accounting and tax compliance to work for you.
You need a tax accountant who knows you and understands your business. As a boutique firm, LLI works closely with you and your team to provide depth to your financial resources and knowledge. Our "get under the numbers" approach will help you make the key decisions that drive the financial health of your business.
While we're helping you reach your goals for your dental practice, we want to ensure you leverage your financial success in the best way possible. We'll take a holistic approach to wealth management when evaluating your financial position and planning for your current and future needs. Our team of qualified advisors is available to consult with you to create and regularly update your comprehensive wealth management strategy.
You've worked hard to build your dental practice. When it comes time to sell, dissolve a partnership, or welcome a new partner to the practice, you need a firm that has a thorough understanding of your industry, and of dental practice value, to help determine the fair market value of your business and orchestrate the sales process.
For over 15 years, LLI Advisory Group has been helping new dental practices succeed. We understand that starting a dental practice from scratch can seem like a daunting endeavor. Having gone through the complicated process of setting up a dental practice many times with our clients, we've developed the experience and skill set to help you avoid common pitfalls.
Reviews (9)
Tina Panchal
Sep 26, 2021
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Positive: Professionalism, Responsiveness
So happy I found Jerry and Gayle at LLI! As a dentist and small business owner, I needed someone to guide me through various decisions and LLI made it so much easier. They are professional and very knowledgeable about dental offices and having a CPA that specializes in this field was a great fit.
So happy I found Jerry and Gayle at LLI! As a dentist and small business owner, I needed someone to guide me through various decisions and LLI made it so much easier. They are professional and very knowledgeable about dental offices and having a CPA that specializes in this field was a great fit.
Reuben Atlas
Nov 20, 2020
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Jerry and his team are always on the ball. Their experience and advice with the financial side of running a practice has been invaluable on quite a few occasions, and they are always there when I need their assistance. I sleep easy at night knowing that LLI can provide their specialized expertise in every possible area relating to a dental practice.
Krupa Patel
Dec 12, 2019
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It has truly been a pleasure working with Jerry and his team at LLI. As a 6 doctor, 5 office medical practice, it was imperative that we had a financial team behind us that would not only handle all of our tax requirements but also come up with better solutions for our day to day operations. Jerry has been a godsend as he's easy to communicate with and very responsive when he's needed to troubleshoot. When my partner and I began vetting new CPA firms, Jerry came highly recommended due to his experience with medical practices, mergers of groups and healthcare investments. In an age where it is difficult
Jenny Howell
Jul 27, 2019
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I cannot say enough about my experience with Jerry and the rest of the team. I was provided their contact info. by my broker one year ago when I was in the process of searching for a dental practice to purchase. From the outset, Jerry made himself available to me to discuss the process, the pros/cons of prospective practices and has remained available to me even "off hours" when I needed to make a decision relatively quickly. He is extremely grounded and friendly and always takes the time to explain things to me as I learn the ropes of running a business. Wonderful team, highly professional and
Douglas Palaganas Dds Dr. Doug
Jun 17, 2019
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Jerry Iacovano has been my personal and practice accountant for over 6 years, and I couldn't be happier with their advice, their work and just the relationship we have developed. Professional, on time and just a GOOD GUY! If you need an accountant, especially if you are in the dental field (I'm an orthodontist with 2 practices), this is your guy!
Mitch Zientz
Dec 23, 2016
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I have been working with Jerry and LLI for over a year now and they have been absolutely fantastic. Jerry quarterbacked my whole dental practice acquisition and has since handled all of my accounting needs. The entire team is a joy to work with, extremely competent, efficient, and their service is second to none. I have recommended LLI to several of my dental colleagues and will continue to do so.
Stacy Weinman
Dec 12, 2015
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We have been clients of LLI since we purchased our dental practice 10 years ago. Their knowledge of accounting and the dental field has been instrumental in allowing our practice to grow and thrive. There is not a decision that we make without running things by them for their expert advice. Aside from their professionalism, they are a pleasure to work with. We always feel well taken care of. We truly view them as an extension of our dental family. They are top notch across the board and we would recommend them highly.
Vivian Graham
Nov 09, 2015
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I have had the pleasure of working with Domenick from LLI for the past two years now. I cannot say enough about him and his firm. His professionalism and diligence are second to none. I came out of a difficult situation with previous accountants, and he has since rectified everything and helped get me on track. Most importantly, he is accessible!!! I have never had to "chase him down" for anything. They make you feel like you are their only client which is very difficult to achieve in this day and age. You cannot go wrong using LLI!
Ilya Lipkin
Sep 04, 2015
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I have been using LLI long before they became the firm they are today. Spiro Leunes, is the one I've been working with for the past 15 years. He is a dedicated professional, always looking out for my financial well being. Always accurate in his tax projections he always keeps me on track. The group works with a lot of dental and medical professionals and they are always up to date on latest laws and tax savings possibilities. Thank you Spiro for your unwavering professionalism, dedication and personalized attention to every detail!
