ExecTech Management Consulting

ExecTech Management Consulting

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

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First-Time Clients

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What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

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What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

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How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

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Contact Information

Address

1999 Harrison St #1800

Oakland, California 94612

Hours

Sunday 8AM-6PM
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8AM-6PM

Customer Reviews

I started my ExecTech program in November 2015. It is now June 2016 and I feel that this program is the best investment that I have ever made. I have been working with my consultant Mike and my coach Holley for eight months. My total collections during that time are 33 percent higher than they were during the same time period a year ago. My practice problems are being addressed by my consultant in a way that is crafted to the needs of my practice. My consultant has also worked with my staff to help the

I started the ExecTech program last July and I am very happy with the results that I have gotten. One thing that I really like about the program is the way that that my consultant and my coach have have helped me with hiring strategies. I am now hiring the right people for my practice, which makes management much easier than it was in the past. At the same time they helped me to improve my management skills, so that running my practice is now easier than it has ever been. This has allowed me to add two

I used to feel like I was unable to motivate my team. My new patient numbers were down and my practice was stuck in a plateau. I then was referred to ExecTech by a trusted colleague. My consultant and I started to set goals each month. At first they seemed unreal but then I saw that we were reaching them and it kept us striving for more. I learned how to communicate with the team about the changes I wanted. My consultant role played with me and I applied this in both my practice and my life. I now have the

Before working with ExecTech I worked hard to try to take my practice to the next level. I needed guidance on how to get more new patients and increase production. ?Once I hired ExecTech that is when my practice really took off. I saw tremendous results right away and therefore continued working with them for seven consecutive years. As a result, new patients, production, and collections went up at least 10-15% every year consistently. ?Hiring employees and staff management were big areas they helped me

I am a single practitioner dental office and I have been with ExecTech for a little over a year and a half. Although I had my initial reservations, I can honestly say that I have reached milestones in my practice that I have never achieved before. I worked with another consultant before I found ExecTech and after a significant investment in time and money I was disappointed that I was not rewarded with any significant results. In contrast, I was quickly (within a few months!) able to truly appreciate th

I highly recommend ExecTech, my consultant Robin is very professional, helpful and resourceful. It's like having a business partner who is always looking out for you and has your best interest in mind. I can basically discuss any practice problems with her and find appropriate solutions. She has helped the practice in numerous areas, hire staff, manage staff, have effective communication skills with patients, have systems in place, increase productivity and much more. ExecTech coaching has definitely helpe

We are in our fourth year of working with ExecTech and as the senior manager of our dental group, I have to say that our gains have been nothing short of phenomenal. Going through this program has been one of the best things that we have ever done in our practice in terms of goal attainment and practice morale. It has also significantly improved communication among our senior management team, which has made operating our organization far easier. Our staff retention has increased as a result of improvemen

When I approved Exec Tech three years ago, I was a young practice owner who didn't have much experience in running a dental office. Other than practicing clinical dentistry, I struggled in managing my staff as well as helping them to perform at a higher level. With the goals of reducing stress and increasing profit at work, I started my journey with Exec Tech. Exec Tech offered both coaching and consulting services. Their coaching sessions improved my interpersonal skills to deal with patients and staff me

I've been on the ExecTech consulting and coaching program for about seven months and I have seen substantial improvement in my practice during that time. My ExecTech consultant and coach have provided very personalized service based on the way that I want my practice to run. I enjoy doing volunteer dental work and my program has been designed specifically to provide for the time that I need in order to do my volunteer work, while increasing the productivity of my practice to hit the production and collect

I am very happy with the results of my ExecTech program that I completed over a year ago. In my first six months on the program, not only did my practice hit highest-ever numbers in both production and collections, but my production is 26 percent higher than the six months prior to the program and my collections have increased by 25 percent. We achieved this by implementing ExecTech's practice management systems. We implemented their systems for finances and scheduling, which helped to decrease office stre

Before I hired ExecTech, I had an okay practice. I wanted to expand, but I was stuck. I had to deal with staff issues on a regular basis. I was consumed by the practice. I was frustrated. I wanted help that was local and where the consultant can help me on a one-on-one basis. I was very lucky to find ExecTech, and I have been with ExecTech for more than 6 six years now. My consultant, JD, helps me to set goals, install and carry out effective business systems. My communication skill is better. My practice

I have worked with a number of consulting companies in the years that I have been in practice and I have never seen one that gets the same level of results that I have achieved with ExecTech. I am truly fortunate to have found them. Mike Graves was my consultant and he helped improve my management skills, case presentation and overall goals for my practice. Holly Graves helped me with my people skills. With Mike's help, i am truly a better practice owner. I truly recommend ExecTech program and Mike Grave

We have realized so many successes while following the recommendations and strategies given to us by our ExecTech consulting team. We have consistently reached or exceeded our production and collection goals, and our marketing strategy is bringing in more new patients than we thought possible! We now have 2 associates in our practice, and patients are willing to pre pay for dental services, because they understand the importance of their dental health and they value the time we reserve for them in our sch

I recently went through Exec Tech's consulting and coaching and this was money very well spent! My consultant Mike and coach Holley taught me skills and gave me tools that are relevant in both personal and professional walks of life. They shared their vast experiences having helped close to 1600 practices prior to mine. I developed management systems with their help that make everyday operations a breeze and brought me closer to my goals. Needless to say that it reduced my stress levels along the way! I wou

I am very grateful to Exectech for their assistance with managing my practice. My consultant JD truly listens to what is important to me, and has really delivered on helping me to achieve my goals of having a high quality patient-centered practice that continues to grow. One of the biggest pros is that they are locally based - this is not a cookie-cutter correspondence course. JD physically visits the office and meets with my team. He has his finger on the pulse of the practice. The teamwork of my staf

To whom it may concern, We've been having some great experiences on the ExecTech practice management program. I wanted to share some of these things with you. The implementation of ExecTech's practice management systems has helped our staff and doctors to be more on the same page with each other than ever before. This has resulted in a much smoother operation and a greater level of teamwork than we've ever seen in the practice. Having staff motivating themselves rather than leaving it to the practice ow

We started with the company after Covid hit, and they have been so supportive. There personal coaching has been very successful and helpful to us. The management works around your existing issue and tries to improve them. We highly recommend them to any practice size. UPDATE: After a year working with this company we realize the big impact it did to our office by giving us highlights on what to work on and how to make this office better. This last month we reached over 33 new patient within 18 working days.

Exectech has helped our business increase our new patients from 2 new patients per month to 24 per month on average. Total production is up 36% from last year and the profit is 145% in 2014 compared to 2013. Exectech implemented systems to enable us to manage the way we felt comfortable managing. They personalized things for us while coaching us along the way. Everything is based on the numbers so it is clear what is working, when it is working. They offered a customized solution for our entire practice by

We recently expanded our practice and it took more expertise to run.. JD was extremely helpful in getting the legal aspeccts of the office in order, including the office manuel, hiring and accessing my office personel, and just basic office organization. Leaning the approaches to PR and marketing were extremely helpful. Best of all was learning how to deal and talk with people. I wish I would have consulted with them earlier so I would not have made so many mistakes!

I highly recommend ExecTech for business consulting. They helped me focus on areas of my business that needed to be optimized for a more efficient and productive medical practice. They heard my personal and professional goals and helped me devise a plan to reach them sooner that I've been able to on my own. I wish I would have hired them sooner.

Personal, professional and dedicated service delivered to your doorstep! A very thorough program tailored to your specific needs. I am more confident as a business owner and manager and an overall happier person since beginning this program. Thank you JD!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

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Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

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Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

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For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.