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DrillDown Solution

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14 User Reviews
LAST UPDATED: December 22nd, 2020

DrillDown Solution is a financial consulting company for dental practices, founded in 2004 with the mission to help dentists maximize profits.

Its consultants have over 50 years of combined experience with consulting, tax, and accounting to help your business with everything from simple bookkeeping to tax filing and financial business planning.

DrillDown Solution’s president, CEO, and vice president are all certified CPAs with MBA degrees as well. The company offers free consultations (virtually) and is physically located in Provo, Utah.

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The Good

  • Variety of Services
  • Masterclass Program
  • Video Content

Variety of Services

Regardless of your financial needs as a dental practice, chances are that DrillDown Solution has a plan for you. The company’s services include all of the following:

  • Accounts payable management
  • Tax compliance
  • Profitability
  • Dental insurance reimbursement
  • Business planning
  • Tax filing
  • Ownership transition planning and implementation
  • Proactive planning
  • Bookkeeping 

Because it offers such a wide variety of services, DrillDown Solution can tailor its plans to your needs. You can schedule a free consultation to determine what combination of financial services is best for your practice.

Masterclass Program

One unique offering of DrillDown Solution is its Masterclass program. This is advertised as the “secret sauce” to success in the dentistry field. 

You can read through the qualification requirements on the company’s website and decide if you think the Masterclass program would fit with your needs as a dental practice. 

As a member, you have unique access to DrillDown Solution’s network of coaches, peer mentors, and one-on-one support. There are more perks alluded to on the website, but the ultimate goal of the program is to help you maximize your profit.

Video Content

DrillDown Solution has a number of high-quality promotional and informational videos on its website. It even has introductory videos for each of its team members. 

This helps the company/website be more approachable and user friendly. You don’t have to read large chunks of text in order to get the information you need; instead, you can just watch the short videos.

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The Bad

  • Hard to Compare Plans

Hard to Compare Plans

DrillDown Solution offers a few different consulting plans depending on your needs and existing capabilities as a dental practice, but these plans are difficult to compare on its website. 

The plans list their respective features but not in a format that makes it easy for you as the potential client to see what one plan has to offer that another one doesn’t. 

Other consulting sites list their plans in a table where you can easily use different rows or columns to get a sense of what option(s) would be best for you.

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The Bottom Line

Despite needing improvements to its website and online compare feature, DrillDown Solution has a professional staff of CPAs and financial experts to help your dental practice maximize profits and focus more on dentistry than financial details.

If you are looking to double or triple your bottom line, it is worth scheduling a free consultation with DrillDown Solution to see if its services could be helpful to your practice.

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Message from
DrillDown Solution

Are you tired of having to chase down your CPA or not understanding the specific needs of a dental practice? At DrillDown Solution, we proactively work to put you in the best financial position possible. You get personalized care from CPAs experienced at helping dentists with a whole team of professionals working toward what is best for your situation. Our CPAs have a combined 50 years of experience working to maximize profitability and limit tax liability. There are no gimmicks, just simple and effective accounting, consulting, and tax assistance that drive the best results.

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Star Rating

5.0

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14 Reviews

Review Breakdown

5 grade

93%

4 grade

7%

3 grade

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2 grade

0%

1 grade

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Sentiment Criteria

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Featured Review

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George

They are amazing and are the best in the business. They always take my calls, answer my questions, and get the work done.

10 months ago

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Reply from DrillDown Solution

Thank you, George. We are happy to help and look forward to finding new opportunities to continue building a brighter financial future for you.

Dec. 16th, 2020

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Featured Review

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Daryl

I appreciate their persistence. They have good follow up and are willing to help anytime. Their CPA's are very cordial and extremely bright.

10 months ago

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Reply from DrillDown Solution

Thank you, Daryl. We enjoy proactively supporting your needs and are grateful to work with you too. Thanks again.

Dec. 16th, 2020

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Swaroop Rani

Prompt, caring , available , efflicient , communicated with my previous accountant & hand oh Ed the transition professionally & diplomatically . I will certainly recommend them to my Friends

10 months ago

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Reply from DrillDown Solution

Thank you Saroop, we really appreciate your kindness and love working with you. Until next time.

Mar. 17th, 2021

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James Scott

This company does their job without being overly intrusive or pushy. They are there when you need them. They've always responded to me quickly and they work well with my schedule.

10 months ago

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Reply from DrillDown Solution

Thank you, James. We are here to help.

Dec. 16th, 2020

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Anonymous

DrillDown Solution do a good job at getting stuff back to me when I need it. They have had a couple of hiccups with some things, but we have a complicated business so it's understandable. They've always answered their calls and get back to me quickly when I call them.

10 months ago

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Reply from DrillDown Solution

We are sorry you experienced some hiccups. We are constantly trying to improve our services. Please reach out and let us know what we can do better. We are grateful to have you as a client and want to continue to help put you in your best financial position.

Dec. 15th, 2020

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Jason

They are very personable, knowledgeable, and have automated a lot of things without losing their personal touch! They are always easy to get a hold of. If they aren't able answer when you call, they get back to you quickly.

10 months ago

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Reply from DrillDown Solution

Thanks, Jason. We have implemented new automation so that we can make time for great clients like yourself. I am glad to hear our goal to give personal care is on target. Thanks again.

Dec. 16th, 2020

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Anonymous

Their staff is pleasant, organized, and genuinely interested in my situation. Anytime I've asked for feedback or answers it's been readily available within twenty four hours.

10 months ago

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Reply from DrillDown Solution

Thank you! As you already know, we take our mission to put you in the best possible position very seriously. They are not just words; but part of our daily process. Thanks again.

Dec. 16th, 2020

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Kacie Vaudrey and Mike Hitchcock

The DrillDown Solutions team is knowledgable, responsive, and provides the tools and advice necessary to make accurate financial and tax decisions.

10 months ago

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Reply from DrillDown Solution

Hi Kacie, thank you for your feedback. We work hard to give the best outcomes possible and are gratified you are happy with the results. Thanks again!

Dec. 16th, 2020

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James

I feel like this company has my best interest at heart. Every Time I need an answer to something, they get back to me quickly.

10 months ago

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Reply from DrillDown Solution

Thank you, James. As you know, our mission is to help you achieve your best financial position possible. We are here to help when you need us.

Dec. 15th, 2020

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Scott

Great service and always dependable. I would recommend to anyone looking for a company you can trust.

10 months ago

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Reply from DrillDown Solution

Thank you for the recommendation, Scott. We are grateful to have you as a client.

Dec. 16th, 2020

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Craig Riggs

Great attention to my needs and quick knowledgeable responses.

10 months ago

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Reply from DrillDown Solution

Thank you, Craig. We hope to continue to meet your needs.

Mar. 17th, 2021

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Ruth Ross Edmonds

Super responsive, reasonable plan of action, and willing to work with others

10 months ago

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Reply from DrillDown Solution

Thank you, Ruth. We are grateful to work with you and glad we can help you implement your action plan.

Dec. 15th, 2020

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Neal Bingham

Great consideration with business & personal planning

10 months ago

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Reply from DrillDown Solution

Thank you, Neal. We love doing our part to help you and your business thrive.

Mar. 17th, 2021

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Joshua

DrillDown is helpful and easy to get a hold of.

10 months ago

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Reply from DrillDown Solution

Thank you for the kind words, Josh. We enjoy working with you.

Dec. 15th, 2020

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