Advisory Services For Doctors
Doctor Advisory Group provides physicians, dentists, and veterinarians and their practices with tax, financial reporting, and consulting services. Whether you’re optimizing daily operations or planning for long-term growth, we’re here to support you every step of the way.
Advisory
Services
For Doctors
Doctor Advisory Group provides physicians, dentists, and veterinarians and their practices with tax, financial reporting, and consulting services. Whether you’re optimizing daily operations or planning for long-term growth, we’re here to support you every step of the way.
How We Help Doctors Like You
At Doctor Advisory Group, we understand that running a healthcare practice requires more than exceptional patient care—it demands a strategic approach to managing your finances, navigating complex tax regulations, and planning for long-term growth.
Our specialized services are designed exclusively for physicians, dentists, and veterinarians, empowering you to focus on what matters most: your patients and your practice.
Practice Owner Services
Doctor Advisory Group supports your practice with tailored financial solutions throughout your time as a practice owner, helping your practice thrive.
Practice Management Services
Doctor Advisory Group provides expert guidance to optimize practice operations, from streamlining payroll to managing cash flow, so you can focus on delivering exceptional care.
Practice Transitions
Whether buying, selling, or merging a practice, Doctor Advisory Group offers advice and resources to ensure a smooth transition and long-term success.
Dental (DSO) & Medical Support
Organization (MSO) Services
Doctor Advisory Group provides financial services for Dental and Medical Support Organizations, optimizing multi-practice operations, managing finances, and supporting growth.
Meet Our Team
Brian Tortolano
Director of Doctor Advisory Group
Brian Tortolano has been in accounting for over 20 years, with over 15 years of direct experience serving clients in the Dental and Healthcare industries. This industry-specialized expertise ensures that Brian understands the specific accounting, tax, and business needs of dental and medical professionals and their businesses.
Brian specializes in Dental Support Organizations (DSO) for at least five years and has been a keynote speaker on the subject and is engaged on multiple panels annually.
Derek Almedia
Lead Advisor
Frank Ciccarelli
Senior Advisor
Kelsey Fales
Senior Advisor
Kim Doucette
Advisor
Michael Zepf
Director of Consulting
Michael Zepf enjoys consulting to ensure alignment in all key areas of operations management: day-to-day operations, marketing, financial, human resources, compliance, technology integration, and facilities management.
Michael has over 25 years of experience within the dental industry. He specializes in the operations of dental offices relying on his experience from being an owner/partner within dental offices. Combining his experience in operations and relying on accounting information, Michael is able to work with his clients to improve their income from the office and overall quality of life.
Michael’s goal is to implement the strategies that simply “improve the quality of life” of our partners with true team development, profit maximization, and operational management.
Lizie Montanez
Consultant
