The Dentalpreneur Podcast w/ Dr. Mark Costes 2434: Why Most Dentists Dread Switching CPAs and Why You Shouldn't
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Jan 29, 2026 Chris Sands, co-founder of Profi2020, simplifies dental accounting and tax clarity. Brent Sonnier, co-founder and dental CPA, focuses on proactive tax planning and managerial accounting. They tackle why dentists fear switching CPAs, how onboarding reveals hidden practice chaos, vetting signs of a great CPA, aligning values and fit, entity basics, and why clean accounting must come first.
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Delegate Onboarding To Your Team
- Use your team (practice/office manager) to collect documents and handle onboarding tasks so you don't bear the heavy lifting alone.
- Be actively involved in onboarding enough to provide context, but delegate data gathering to free your time.
Mark Stayed With A Form-Filling CPA Too Long
- Mark stayed too long with a local CPA who became a form-filler as his practices grew more complex.
- He switched to Profi when his businesses needed strategic accounting and proactive tax planning.
Onboarding Reveals Hidden Financial Chaos
- Onboarding uncovers hidden financial chaos and “financial nudity” that long-term CPAs may have missed.
- Doing the painful work upfront creates clarity and prevents bigger problems later.
