Watch these recordings to boost profitability, save on taxes, and understand the business side of dentistry!
Courses Included:
"Why You’re Busy but Still Not Profitable" with Omar Virjee, CPA, CTC
Producing plenty of nachos but still feeling underwater? In this session, you’ll learn why production reports and bank balances give you a false sense of security and how to start evaluating your practice through the right lens. Whether your goal is to work fewer days, earn more, or both, this is how you build the financial model that makes it possible.
"The Financial Health of Your Practice" with Kristen Ashley of Duckett Ladd
Do you have financial cavities in your reporting? This course will teach you about the 3 financial reports that are most important for you to look at every month, and easy ways to look at your numbers and determine the answers to common questions like - How much money do you need to pay all your bills each month? Do you have enough cash in the bank? How much can you pay yourself? Do you have enough money to hire another staff member? CE available.
"Dental Tax-Saving Strategies" with Jay Malik, CPA
Save more of your hard-earned chips! Learn the essential elements of tax-saving strategies and financial management of dental practices! This course will help you take control of your finances, legally reduce your tax burden, increase your net worth, and provide key strategies for defending against an IRS audit. CE available.
Complete the form below to get access to this course bundle.
Featured Speakers
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Kristen Ashley, Fractional Controller
Kristen Ashley is a seasoned financial professional with over 20 years of experience in the accounting and finance industry. She holds a Bachelor’s degree in Finance and currently serves as a Fractional Controller at Duckett Ladd, a dental-specific accounting firm, where she has spent the last four years helping dental practices understand and optimize their financial health. With a deep passion for translating numbers into meaningful insights, Kristen empowers clients to read the story their financials are telling—enabling smarter business decisions and long-term success. Her approach is both strategic and client-focused, making her a trusted partner in the growth of dental practices nationwide. Outside of work, Kristen is a proud wife and mother of two teenagers. She enjoys exercising, cooking, reading, and spending time with friends, family, and her lovable doodle, Charlie.
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Jay Malik, CPA
Jay Malik is a dental speaker, practicing accountant, tax strategist, and money coach. He has decades of experience working with dentists on their taxes and other financial matters and is skilled at simplifying, clarifying, and teaching financial management to dentists.
Jay is a valuable resource for any gathering of dentists and is known for his friendliness and willingness to speak one-on-one when not on stage. He is the inventor of the "Rich Dentist System℠," used by doctors all over the US to manage their finances and grow wealth systematically.
After attending Jay's presentations, dentists better understand the steps needed to manage their practices and personal finances tax-efficiently and sustainably. He uses multimedia and humorous examples to explain key elements of his topics and provides written materials to the audience.
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Omar Virjee, CEO & Founder, CPA, CTC
Before dedicating himself full-time to Virjee Consulting, Omar built a career in finance with Fortune 500 companies, including Schlumberger, LyondellBasell, and AkzoNobel, where he led key financial functions and strategic initiatives.
In 2015, Omar left the corporate world to focus on growing Virjee Consulting, which now serves over 600 dental and healthcare clients nationwide.
Under his leadership, the firm has been recognized by the Goldman Sachs 10,000 Small Businesses Program and named to the Inc. 5000 list as one of the fastest-growing private companies in the United States.
Outside of public accounting, Omar is an active real estate investor, owning and managing residential and commercial properties throughout Houston. He uses real estate as a vehicle for wealth creation and tax efficiency—principles he also teaches to his clients and team.
Brought to you in collaboration with our awesome sponsors!
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Business & Financial Strategy for Dentists at All Stages of Their Journey - Get the guidance you need to build a practice that supports the life you want.
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Virjee Consulting helps dental practice owners and 1099 associates reduce taxes, increase profitability, and gain financial clarity. Their all-in-one service, including bookkeeping, payroll, and proactive tax strategy, is designed specifically for dentists.
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Your accountant may be a great historian, but in this arena, you need a visionary and a plan to prevent paying more than you legally should. It all starts with a little conversation. Jay Malik specializes in helping dentists keep more of what they earn.
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Mehanna Advisors provides tax planning and accounting services exclusively for dentists, including a "Wealth Dream Roadmap" to help dentists build and maximize wealth.
