Engage Advisors

Cerisa Moncayo

Dec 1, 2022on

I've worked with Engage for the last few years, and I can't even begin to describe the peace of mind they give me. As a clinician, I want to focus on my patients. But as a business owner, it is vital to know every aspect of your business, but time is finite. The incredible team at Engage ensures that you can focus your energy where it needs to go, while taking care of the minutia of your and your businesses financial health. Highly, highly recommend.

Scott Coffman

Nov 7, 2022on

Drew and his team do amazing work. I appreciate all they do for us!

D Scott

Jul 25, 2022on

My practice purchase / transition was very rough, but Drew and team did a lot to smooth out some sharp edges. Working full time, there is no way we could have completed the transition without Engage Advisors doing a lot of the behind the scenes heavy lifting for us. Their knowledge and experience is very valuable. The seller's CPA team claimed to be dental specific accountants, but they were more like high school math students in comparison to Drew's team. We've stayed on with Engage for general accounting services, and have been very pleased. I wouldn't hesitate to recommend Engage to anyone in the need for a dental CPA or transition team. Well done all!

Jason Edwards

Feb 24, 2021on

I've been working with the Engage Advisors team for over two years. They've always been professional and have made my practice ownership experience less stressful. I highly recommend them.

Bobbi Laun

Nov 7, 2020on

This team is amazing to work with!

Clint Hooper

Nov 7, 2020on

This team is incredible. Definitely the right choice for our growing practice.

Cindy Hamilton

Aug 6, 2020on

We've been so pleased with our decision to work with Engage Advisors! In addition to being good accountants, they are a great resource for all things related to our dental practice. We especially enjoy working with Drew and Justin. I highly recommend them.

Blake Ferando

Feb 5, 2020on

I began using Engage Advisers (HP Advisers previously) in June of 2018 so about 1.5 years towards the start of owning my dental practice. Initially I was set to start with another dental CPA, but being already scheduled with an initial call I decided to keep the appt. What made me switch was the dedication to not just discuss my accounting needs, but to evaluate where I as in the process of my practice purchase. Justin helped to strategically improve my office and start my path for success before I even signed with him. Some of the ways they helped my office were by getting me a stellar insurance negotiator who could start work just days before I was to close on my practice, as well as directing me in getting all the proper forms, etc which made my job so much easier. They are one of the few companies who I feel manage all aspects of accounting well. Joe who keeps my books/payroll is always on point, and accessible if I have questions. Justin continuously updates my projected tax payments, and helping to create a strategy to maximize my practice potential. You also get access to a practice analysis software to better track your office performance. I would highly recommend as they have exceeded my expectations.

Boulder Canyon Dental

Jan 9, 2019on

Worked with Drew during my practice purchase in 2016, he was extremely helpful in evaluating the finances of the office I was interested in. Since then, I have continued to use HP for day to day financial advice/planning, billing, payroll and tax services. They have a great team! Highly recommend.

Jamey Onnen

Aug 15, 2018on

I have been working with Drew and his team for over two years now. They are very professional and thorough in all they do. I don't know how I'd be able to run my dental practice without them. I highly recommend their services.

Joe Moon

Nov 7, 2017on

Very professional and knowledgeable. Have helped me navigate through some pretty rough waters and have allowed me to focus more on caring for my patients.