Pro-Fi 20/20 Dental CPAs

Pro-Fi 20/20 Dental CPAs

Reviews Summary

ProFi 20/20 receives consistently outstanding reviews for their expertise in dental-specific accounting, exceptional customer service, and financial guidance. Clients praise their thoroughness, accessibility, and ability to transform financial management, often saving significant money. Many highlight the team's personalized approach, strategic tax planning, and QuickBooks support. Reviewers frequently mention wishing they had switched sooner, emphasizing the firm's role in reducing stress, improving cash flow, and providing clarity for practice growth. The professionalism, responsiveness, and industry knowledge of the team are repeatedly commended as unmatched.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Healthcare
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

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

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

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

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

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

*Note: Preparation helps you make the most of your CPA’s expertise.*

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.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Healthcare
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

790 Peachtree Industrial Blvd Ste 200

Suwanee, Georgia 30024

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Pro-fi took over us as a client when our accountant retired and merged his company with theirs. We had been with him for 10 plus years (worked with Jamie who has always been great) and with the merged company (ProFi) for the last few years. After the merger we were continually confused of who ran the company and who might be contracted out?We were continually billed for some services by the previous accounting firm prior to the merger and some charges continually by Profi which left us confused. When we wo

I?ve been a practicing dentist for over 20 years and currently own three dental practices. When I started working with ProFi 3? years ago, my team had limited accounting and business experience. But with the support of Lori, my bookkeeper, Michelle, my accountant, and the rest of the ProFi team, we quickly got up to speed. Like many business owners, we were essentially flying blind ? unsure of where our money was going, how to set budgets, or how to manage spending effectively. ProFi changed that. With jus

This company is far and above any other CPA firm I have used. They understand dental and have helped me understand all my financials better than I ever have. I now no longer have to fear the dreaded news of "what I am going to owe" because I am now prepared. Great company and great people. I recommend them to everyone and wish I had found them earlier in my career!

We have been working with Pro-Fi 20/20 for several years and are very happy with their services. They acquired our previous accountant's practice and we transitioned in as new clients. Their team is knowledgeable and professional and always a pleasure to work with. They respond promptly to any questions and/or concerns that I may have - and turn around our monthly financials quickly. I would highly recommend them - they are an invaluable part of our dental practice.

Working with Pro-Fi has been excellent! Their monthly financial statements are the most comprehensive I've seen from any dental CPA firm. I've been working closely with Brad and Scott for my bookkeeping and tax planning and they've been the best! They take the time to hear my questions and thoroughly explain things to me that might have gone over my head the first time. Thank you guys for all that you do!

I was very apprehensive when Pro-Fi 20/20 bought out the CPA firm that was using for many years. Change can be scary...but it can also be good. I have been very impressed with their services and I would highly recommend them. Additionally, I would like to extend a personal thank you to Carolina and Jamie. They have been amazing and they continue to impress me every day.

I?ve worked with other accounting firms before in my 30 years of running businesses. I have never had the kind of detailed service and prompt reports! I was always trying to be efficient with gathering the documentation and info but was rewarded with financial statements 3-4 months later and extensions every year. These people have my financials within two weeks and they are 100 times more detailed with useful easy to understand information. They also return my phone calls and questions quickly? you get the

My practice has been using Profi 20/20 CPAs for many years. The level of personalized service is unmatched. Betty and Jamie work closely with my office manager, Sylvia, to make our monthly reconciliations easy and low stress. I highly recommend this accounting firm to any dental practice looking for friendly and expert service.

I've been working with Pro-Fi for the past couple of years, and I can honestly say that they have been a game changer for my financial management. Their expertise, patience and professionalism have truly impressed me. They always take the time to listen to my questions, big or small, and provide thoughtful answers. When I was feeling overwhelmed with financial stress, Brent and Chris didn't hesitate to meet with me the next day to come up with a gameplan. And not just a tax plan, but a how to watch cashfl

For a Dentist/entrepreneur the tools and guidance provided here is indispensable. For a business model to grow successfully, the leadership need to be aware of and focused on their numbers. My association with Profi has been educational and helps me be better in control of our finances. Highly recommended.

Pro-Fi 20/20 has been excellent for our business. They have come through on timely and accurate financials. They have also been excellent in helping us navigate through the financial components of restructuring! Couldn't recommend them more!

I have been using Profi 20/20 for over 10 years and I cannot say enough good things about them. You never want to have any tax surprises so Brent and his team always ensure you know where you stand with your tax liability. Michelle and Evelyn are absolutely amazing and are always on top of everything. I have used multiple firms in the past and no one compares. I HIGHLY recommend them!!!!

Pro-Fi 20/20 Dental CPAs are absolutely AMAZING! I have been a client for about 1.5 years. They do an awesome job of keeping on top of my taxes, monthly financials, etc. They differ from my previous accountants by offering other financial services like practice consulting. I am very satisfied and I highly recommend them!

Betty and Jamie at Pro-Fi 20/20 are beyond amazing! I've never worked with a better organization. They are efficient and extremely knowledgeable with anything I ever throw at them! We have been clients for over 20 years and I highly recommend anyone at ProFi!!

I have been working with Betty Gilcrease over at profi 20/20 since last year and she has been a tremendous help in my start up journey. I look forward to our quarterly meetings. I highly recommend hiring profi if you are looking for a dental specific CPA to help with the financial side of things!

Pro-fi has been monumental in my business's growth. They are second to none with regards to attentive service and personalized advice. I've never done business with a cpa firm that is this responsive. My business is finally in great hands with Brent, Chris, and the team at profi 20/20.

Exceptional service! Profi 2020 specializes in dental accounting, making finances stress-free. Their expertise and personalized approach set them apart and has freed my time to work on team management Highly recommend!

I can?t say enough good things about Pro-Fi 20/20. From the first meeting with Chris Sands to my onboarding with Lori, Sam, Keith and Brad. Every person I have interacted with has been knowledgeable, professional and very kind. Prior to working with them, my books were a mess. I relied on bad advice in the past and now I have a team that is having a great impact on my business. I sleep well knowing that my financials are in order and I now have the tools I need to grow my business. Highly recommen

We met Brent in 2013 and followed him to his startup at Profi-2020 almost 10 years ago. Brent and his team understand our industry and stay on top of our accounting. Even giving in depth monthly reports of our financial health!

It's hard to find a group of more honest hard working accountants than at Pro-Fi 20/20. They are the best of the best, I've been working with Chris and Brent for years and couldn't recommend anyone better. I have referred many clients over the years that all have had great experiences! They really work hard to get you the best service at a reasonable price and in a timely manner! If you are looking for an honest accountant/CPA look no further!! Highly recommend these guys!!!

Having a CPA firm that works only with dentists is game changing. Pro-Fi is always on top of the latest changes in our industry. Evelyn is amazing and responds promptly to any of my questions or concerns. Love her!!

Let me just start by saying that I have been a very satisfied client of Chris & Brent for many years and have followed them to Profi 20/20. They helped me grow from 1 dental practice to 3 successful ones with unbelievable tax strategies and financial planning. Our company is thriving because of their expertise and hard work. We are bank ready at any moment to accomplish our vision of expansion. My family?s future is safe and I sleep well at night. It wasn?t always the case in the past with other help but th

I?ve been a client of the firm for several years now and I?m intending to stick around for the foreseeable future. Running a dental business for over 20 years I've come to appreciate a good CPA firm when I am lucky enough to encounter it. It?s uncommon to get a timely, knowledgeable and intelligible response from an accountant and I?ve grown accustomed to receiving it from them. Their professionalism and client support extend well beyond providing a client with the reports and the tax returns. I trust the

I made the switch to Pro-Fi 20/20 in June of 2021 after talking with Chris Sands in the spring and having them do a review of my previous taxes and current financials. I wanted to work with a Profit First Professional firm, that was dental specific in order to position my practice to sell within the next five years. I think it's extremely beneficial to have accurate, up to date financials and reviews with the team more than once or twice a year. I have been most impressed by the professionalism across th

I had "tried" this company pout for a year and then was persuaded to go to another company. That lasted a year. The thoroughness and accessibility speak volumes as they are a well oiled and highly competent machine. I am glad I made the return.

Great on follow through. Patient and persistent on getting all the correct information for the onboarding process. The reports are excellent for strategically evaluating a practice. Everyone at Prof-Fi are easy to work with. Very pleased!

Chris and Brent as their support team are fantastic! Even though their environment changed around them, their advice to us has remained consistent and relevant. Their advice is never self-serving and we have always done better after following it. I would highly recommend their services for dental business owners.

This team does an awesome job of keeping the monthly accounting at our office in line! They give the most comprehensive spending reports and make great recommendations. Thanks for your service!

We have known Chris for close to a decade and throughout our working relationship, he has clearly laid out a road map for our future. He has put us on the path of financial independence. Chris is accessible, smart, and dependable. He has become a trusted member of my team and I often turn to him when making tough life decisions that can impact my financial future. He spends quality time showing my wife and I ways to maximize and leverage our resources. I would describe him not only as our financial ad

I've worked with Pro-Fi going on 2 years now and I can say with absolute certainty that they are customer service focused. I have found them to be very knowledgeable and helpful in all areas regarding taxes, book keeping, and business strategy. They are eager to help their clients and that was made evident this past year with gathering all the documents and materials we needed for everything from a re-finance to PPP loan forgiveness, to Provider Relief Applications. Definitely recommend!

We have used a different accounting company for many years but had to switch this year. It was very different but my other doctor and I are very impressed with their knowledge, organization and attention to detail! We are headed in the right direction and excited about it!

Exceptional attention to detail providing me with tools to make my business grow. The reports that ProFi 20/20 supply at monthly review meetings allow me as an owner to understand the health of my business and highlight the areas that require attention. I highly recommend their service to every dentist wether young or old, big or small. Call Chris today! Thank you to all the team members that work at the Company.

Brent and Chris make a great team. It is helpful to have our accountant and financial advisor work together so that the pieces of the puzzle match. As a dental practice owner with multiple locations, they have helped us make and revise our plan as our practices grow. Very awesome sauce!

Game Changer! I was hesitant to change from my long-time accountant, but I am very glad that I did. The folks at Pro-Fi are amazing and have completely changed my approach to my finances. They have a true expertise when it comes to how dentistry impacts accounting. I can honestly say that they have saved me a significant amount of money, and I am confident that they will continue to do so. I highly recommend Chris and Brent at Pro-Fi 20/20 and would urge anyone to talk to them....you won't be sorry!

Brent and the folks at Pro-Fi 20/20 have given us a level of comfort in the tax and accounting area that we?ve never had before. They are responsive to our inquiries and requests and provide the type of individual service and care that all professionals hope for. They have also provided invaluable tax planning to address our individual circumstances and we could not be more pleased with the results. Most importantly, we have developed a relationship of trust that takes the stress out of business and pers

Chris Sands has been a tremendous help in all areas of practice management for my business. He was also very insightful in the planning stages of finding the right associate dentist for my practice. Highly recommend his expertise and services !!

We have been with Pro-Fi 20/20 for about a year and we absolutely highly recommend them!! They have done wonders with all of our financials. If you were thinking about going with a new accounting firm....then please use this firm. They are worth their weight in gold.

I recently made the switch to Pro-Fi 20/20 as I was looking for a more comprehensive accounting firm who could not only help with my taxes once a year, but also work with me daily to help with business decisions and implementation, payroll, tax and business planning, Quickbooks delegation and account expenses, bank reconcile and pretty much anything else I need help with. I couldn?t be more satisfied with my decision to give these guys a shot! Just wish I had partnered up with them sooner. They take so muc

Chris, Brent, Evelyn and the entire Pro-Fi team have been nothing short of amazing!!! They have saved our company on taxes, increased our awareness with expenses and helped our company grow by 20 percent last year in our 25th year of practice!!!!

Can not say enough things about Chris and his team. My husband and I are in awe of where we started just a couple years ago and where Chris's advice has taken us! He is not only an amazing financial mind, but is a great mentor. His knowledge of the complexities of the dental world never cease to amaze me.

Brent has been our accountant for over 5 years and his professionalism and dynamism have been exemplary. He is always available and ready to help. His team has always provided us with excellent service.

Brent has been my accountant for over four years now. Very knowledgeable, thorough, attentive, intelligent and excellent at what he does. He team exemplifies the same qualities. Highly recommended!!!

Can?t say enough great things about Brent and Chris! Their service is over the top and in addition, they bring incredible knowledge. I definitely know my finances are in order with them. I would highly recommend any busy professional to use their services!!

Hiring a new accounting firm can be stressful and full of uncertainty. Pro-Fi 20/20 eliminated any of our concerns with our first call. They were professional, detailed, informative and friendly! Glad to be their clients.

I am a dentist and I have been working with these guys for about 4 years now and they are THE BEST!!!! They have intricate knowledge in the business of DENTISTRY and have provided me with excellent accounting, cpa and financial advice! I have recommended them to so many of my colleagues and I highly recommend them to you. They know our field and our day to day struggles and they can help you too!

The ProFi20/20 team are an outstanding accounting group. Having referred Chris and Brent dozens of clients I can attest to their outstanding skills and customer service.

The entire team looks out for the best interest of our business financially as well as professionally. We have a real personal connection with Evelyn and her support staff.

Brent Saunier and Chris Sands have the experience and expertise to advise Dental Practices of any size. Especially experienced in serving my needs of a multi Associate practice with multiple sources of revenue. Your revenue will not outgrow Pro-Fi. Also the complexity of your operation will not outgrow Pro-Fi.

The service is unparalleled and the knowledge of the dental field has helped me grow my practice more than 20% per year, eliminate debt, increase cash flow, be strategic with taxes and set a road map for personal financial independence. I wish I would have had them 10 years ago. You need them on your team!

We've been with ProFi20/20 for going on 5 years and are so grateful to have partnered with them. They are a big part of our success and our future goals.

I have worked with Brent and Katherine for about 3 years. They helped straighten out the errors of my previous accountant. They are patient and thorough. They have been a big help to say the least. Great service too.

Brent and Katherine are dynamic professionals who always exceed expectations. Their ethics and integrity are unmatched by others in the industry. I highly recommend you make it a priority to visit with Brent and Katherine!

I am so happy we decided to work with Pro-Fi 20/20, very professionals, and really good people, I know Chris Sands for many years, and the confidence we have with him, made us to make this great choice.

It?s an honor to represent Pro-Fi 20/20 CPAs and the community of doctors we serve to Provide Financial Clarity and educate these business owners on their accounting numbers, how to improve margin, and strategize to save on income taxes.

unlike most accountants, they are not just Historians! they actually help us plan for upcoming business activities. Imagine that! No Surprises! and they do it with a smile!!

I had a good team before. But I needed a change and a different team to develop into the office that I want to be. These guys will take you and me there. Best financial dental team yet..

Working with Chris, Brent, Lana and the entire Profi20/20 team has been one of the best business decisions I have made in my 30 years of business!

They are the best, years working with Pro-Fi 20/20, Brett, Keith, Chris, and the one and only Evelyn!

I am very impressed with their customer service! Brent and Katherine are very personable and knowledgeable. They are very trustworthy and quick to respond to all our needs. I highly recommend them!

I have learned so much while working with Pro-Fi 20/20. I highly recommend them!

Chris and the team at Pro-Fi 20/20 do a fantastic job helping their clients succeed financially today and also planning for the future!

Outstanding accounting group!! This team is very knowledgeable and is always available for their clients; superior customer service!!

Excellent group of professionals that make you feel your finances are well organized and safe. Highly recommended!

In 2019 decided to change accounting firms and are so delighted we made the change to Pro-Fi 20/20!

Couldn?t have been more pleased with the strategies set forth. So many great ideas !

Nothing but greatness! Their knowledge and customer service can?t be beat.

Great communication and no surprises!

Amazing experience. Thank you Brent and Chris.

Great company to work with!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

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.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

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