Business Details
22 Years
experience
Trusted Accounting and Tax Solutions for Dentists and Small Businesses
DrillDown Solution has been dedicated to delivering accurate and effective accounting, tax planning, and consulting services since 2004. Our mission is to empower business owners to achieve greater wealth and freedom by providing industry-specific expertise tailored to dental practices and small businesses. With over 50 years of combined experience, our team of CPAs and consultants prioritizes proactive strategies, personalized service, and innovative solutions to maximize profitability and minimize tax liabilities.We emphasize integrity, continuous learning, and client collaboration, ensuring long-term partnerships built on trust and results. Our vision is to be the leading provider of financial services for dentists and small businesses, combining technology with personalized care to deliver exceptional value.
Services
Tax Planning
Bookkeeping
CPA Services
Business Consulting
Dental Accounting
Payroll Services
Financial Reporting
Audit Support
Retirement Planning
Cash Flow Management
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in dental and small business accounting.
- Our team provides proactive tax strategies to minimize liabilities.
- Customized financial solutions tailored to your industry's unique needs.
- We combine technology with personalized service for real-time decision-making.
- Proven track record of maximizing profitability for 500+ clients.
Associations and certifications
- CPA (Certified Public Accountants)
What people say
Saved me sooo much in taxes
Methodical and precise tax planning
Deep understanding of tax strategies
Peace of mind with taxes handled
Responsive and knowledgeable team
Services
Tax Planning
Our customized tax planning services help businesses minimize liabilities and optimize profits through proactive strategies. We analyze your financial situation to identify deductions, incentives, and compliance opportunities. With year-round support, we ensure your business stays ahead of tax law changes while aligning fiscal goals with long-term growth.
Bookkeeping
Accurate bookkeeping services streamline financial management by tracking revenue, expenses, and cash flow in real time. We provide monthly reports and benchmarks to support data-driven decisions. Our team ensures organized records for tax compliance and business growth, reducing administrative burdens for clients.
CPA Services
Our CPA services include audit support, financial reporting, and industry-specific consulting for dental practices and small businesses. We combine technical expertise with personalized advice to enhance profitability. Clients benefit from proactive guidance and transparent communication tailored to their unique needs.
Business Consulting
We offer strategic consulting to resolve operational challenges and drive profitability. Our team develops custom plans aligned with your goals, leveraging financial insights and industry trends. From startup guidance to legacy planning, we support businesses at every stage of growth.
Dental Accounting
Specialized accounting services for dental practices address industry-specific challenges, including tax compliance and practice management. Our CPAs understand dental finance nuances, ensuring optimal financial health. We provide tailored solutions to enhance efficiency and profitability for general and specialty dentists.
People
Karl Grimmett
Chief Executive Officer
Karl Grimmett, CPA and CEO, leads DrillDown Solution with 20+ years of experience in accounting and consulting. He specializes in strategic financial planning for dental practices and small businesses.
Ed Gabriel
President
Ed Gabriel, CPA and President, oversees client relationships and service delivery. With expertise in tax compliance and business advisory, he ensures clients achieve financial growth and stability.
Stephen Nance
Vice-President
Stephen Nance, CPA and Vice-President, focuses on tax planning and consulting. His proactive strategies help clients minimize liabilities while aligning with long-term business objectives.
Melanie Hall
Head Bookkeeper
Melanie Hall manages bookkeeping operations, ensuring accurate financial reporting and compliance. Her expertise in cash flow management supports clients' day-to-day financial needs.
Emily Martinez
Office Manager
Emily Martinez coordinates administrative operations, ensuring seamless client support. Her organizational skills contribute to the firm's efficient service delivery.
Questions
What accounting services do you offer for dental practices?
We provide dental-specific bookkeeping, tax planning, and consulting to optimize financial performance and compliance.
How can tax planning benefit my small business?
Our strategies minimize liabilities, maximize deductions, and align with long-term growth goals through proactive planning.
Do you offer bookkeeping for startups?
Yes, we support startups with financial organization, cash flow management, and compliance reporting.
What sets your CPAs apart from general accountants?
Our CPAs specialize in dental and small business finance, offering industry-specific expertise and proactive guidance.
How do you handle year-round client communication?
We provide regular updates, quarterly reviews, and on-demand support to ensure financial clarity and compliance.
Can you assist with retirement planning for business owners?
Yes, we design retirement strategies tailored to business owners' unique financial goals and tax situations.
