Planning
Planning
We put the plan in motion by gathering and filing documentation to keep you compliant with the tax code. It’s easy to lose track of or forget to file the right documents when you’re on your own, but our team is on it! The step creates accountability to ensure your taxes are handled properly.
Implementation
Implementation
We put the plan in motion by gathering and filing documentation to keep you compliant with the tax code. It’s easy to lose track of or forget to file the right documents when you’re on your own, but our team is on it! The step creates accountability to ensure your taxes are handled properly.
Filing
Filing
We put the plan in motion by gathering and filing documentation to keep you compliant with the tax code. It’s easy to lose track of or forget to file the right documents when you’re on your own, but our team is on it! The step creates accountability to ensure your taxes are handled properly.
Ed Lloyd & Associates
Accounting for Dentists
I need more time
in my day.
We can take it from here! Once you sign up, you’ll have a team of CPAs working on your account with a dedicated Account Manager who you can contact at any time for any needs. Send us your questions and concerns! We’re all about education at Tooth & Coin.
We can take it from here! Once you sign up, you’ll have a team of CPAs working on your account with a dedicated Account Manager who you can contact at any time for any needs. Send us your questions and concerns! We’re all about education at Tooth & Coin.
My dental practice’s accounting is a mess.
We can take it from here! Once you sign up, you’ll have a team of CPAs working on your account with a dedicated Account Manager who you can contact at any time for any needs. Send us your questions and concerns! We’re all about education at Tooth & Coin.
We can take it from here! Once you sign up, you’ll have a team of CPAs working on your account with a dedicated Account Manager who you can contact at any time for any needs. Send us your questions and concerns! We’re all about education at Tooth & Coin.
I don’t know if myp ractice is profitable.
We can take it from here! Once you sign up, you’ll have a team of CPAs working on your account with a dedicated Account Manager who you can contact at any time for any needs. Send us your questions and concerns! We’re all about education at Tooth & Coin.
We can take it from here! Once you sign up, you’ll have a team of CPAs working on your account with a dedicated Account Manager who you can contact at any time for any needs. Send us your questions and concerns! We’re all about education at Tooth & Coin.
Ed Lloyd & Associates
Dental Growth CFO Services
GET THE EXTRA ATTENTION THAT WILL MAKE YOUR DENTAL PRACTICE THRIVE.
Ed Lloyd & Associates
Our Process
Consultation
It all starts with a simple conver-sation. Book a consultation with one of our CPAs to get the pro-cess started.
Analysis
We’ll take a look at the books
and gain some insight into the current financial state of your practice.
Goal – Setting
Once we know where your pra-ctice is, our specialized dental ac-countants can create a strategy to take it where you want to go.
Implementation
With our systems and strategy up and running, we can improve the health of your business together.
Ed Lloyd & Associates
What makes Ed Lloyd
& Associates so different?
Ed Lloyd & Associates is a Charlotte, NC CPA firm pro-viding business growth coaching, tax minimization and tax preparation services delivering millions of dollars in benefits to their clients every year.
Our CPA’s and business coaches provide accounting, tax preparation and business coaching services to cli-ents from Charlotte, NC to Hawaii.
Business success is fueled by the right, proactive choices. Without good planning, your business can’t grow.
Testimonials
What our
Clients Say
About Us
We have been with Ed Lloyd & Associates for over 20 years. The reason we picked Ed Lloyd was because of his extensive knowledge and professionalism. The number one benefit we receive is the fact that our taxes are always done accurately, they maximize all the tax deductions and our stress level is reduced dramatically.
An unexpected outcome is the fact that for many years we have received substantial tax refunds. Ed Lloyd and his entire staff are wonderful and we would highly recommend their services.
Dr. Bob Lowe – Pineville Chiropractic
We have been with Ed Lloyd & Associates for over 20 years. The reason we picked Ed Lloyd was because of his extensive knowledge and professionalism. The number one benefit we receive is the fact that our taxes are always done accurately, they maximize all the tax deductions and our stress level is reduced dramatically.
An unexpected outcome is the fact that for many years we have received substantial tax refunds. Ed Lloyd and his entire staff are wonderful and we would highly recommend their services.