Be the Hero Your Dentist Needs
Tailored Services to Aid Your Success
As an Office Manager, your role is pivotal—you’re the driving force behind efficiency, profitability, and staff satisfaction. But you’re often stretched thin, juggling compliance, reimbursements, staffing, and more.
At Whalen CPAs, we support you—not just as a consultant but as your teammate. We’ll help you impress your dentist, streamline your operations, and finally get the credit you deserve.
Strategic Insight & Analytics
We bring data-driven clarity to every aspect of your practice. From benchmarking and financial reporting to compliance reviews, we’ll equip you with tools to measure performance and show real progress.
Hands-On Staff Training
Our team doesn’t just advise—we implement. We work directly with your front desk and back-office staff to improve collections, reduce errors, and enhance patient experience.
Simplify Compliance & Reimbursements
Navigating insurance claims and compliance reporting can drain your time and energy. We’ll streamline the process and build systems to reduce delays and stress.
Automation & Workflow Development
Say goodbye to repetitive, manual processes. We’ll help build and integrate systems that put tasks on autopilot—so you can focus on strategy, not forms and follow-ups.
How It Works
1. Identify & Onboard
We measure your office’s strengths and uncover areas for improvement—tagging your dentist and team in our CRM so everyone’s informed and aligned.
2. Analytics & Benchmarking
Our mission is to challenge the status quo, embrace innovation, and create meaningful, lasting impact through everything we do. Driven by a vision to inspire change, push boundaries, we deliver work that truly makes a difference.
3. Implement & Train
We roll up our sleeves, guiding your staff through systems development, compliance, billing, and software tools—from Open Dental to QuickBooks.
4. Monitor & Improve
Through scheduled check-ins and metric tracking, we ensure progress, adapt systems, and refine workflow over time.
The Results?
Dentists
get peace of mind—and confidence that the business is run smoothly.
Office Managers
earn recognition, reduce stress, and drive real growth.
Staff
operate more efficiently, feel supported, and serve patients better.
A Full-Service
Experience
Whalen CPAs brings more than numbers—we bring partnership:
• Practice Management Consulting
• Benchmarking & Analytics
• Staff Education & Compliance Training
• Revenue Cycle Management
• Systems & Workflow Design
