Industries Healthcare

Dentists & Orthodontists

Optimize the way you do business with a partner at the heart of your success.

As a dental practitioner in a highly competitive industry you are focused not only on your patients, but also on the management of your hygienist team and practice as a whole. This often involves considering new ideas and techniques that are available in the marketplace to make your practice more efficient. At Welch we strive for the same efficiencies within our practice by proactively monitoring the marketplace for changes in technology as well as changes in finance and the industry. The Welch professionals bring this knowledge to your doorstep as part of our proactive approach to ensure that we provide you with the latest and greatest technology as well as financial and taxation guidance.

Our proactive holistic advice is aimed at making it easier for you to manage your financial life and your practice while taking the time you need to help your patients manage their wellbeing. The options available to you at Welch from full-service bookkeeping, to tax preparation to financial advisory services ensures that we can take care of your needs from your first days in residency through to retirement.

What We Bring to the Table

As a dental professional, you need to focus your time providing the best care to your patients. Welch will focus on the accounting and financial expertise so that you can focus yours on what you do best. Welch has the flexibility to work with you wherever you are, delivering timely responses to all your questions – even to those you did not know you had.

Dental professionals must have a business partner that will propel their practice forward – a business partner with a clear understanding of the issues that face dental professionals in Canada. Welch stays abreast of new tax legislation and tax law changes, anticipates financial trends, and understands the different needs of individuals, businesses, and families, making Welch an integral part of your team.

More than helping to reduce your taxes, improve your cash flow, manage your financial data, and meet compliance requirements, Welch LLP goes beyond simple tax, audit, and accounting services. Each and every one of our team members is an expert in their field, allowing us to provide you with a holistic approach to service. From becoming a healthcare professional to acquiring your own practice, from the start of a profitable practice to restructuring for more complex goals, from planning for a family to planning for retirement, our team can guide you and your profession in a direction that is right for you. Our proactive approach to your business ensures that we provide you with the best possible guidance not only for today but for your future.

Established in 1918, Welch LLP has been delivering quality service for over 100 years. Rooted in our core values – care, impact, empower; Welch has stood out by developing long-standing relationships with our clients based on trust, expertise, and the highest level of service. But don’t take our word for it – read what our clients have to say.

What Welch Can Do For You

Assurance and accounting

  • Audits, Review engagements
  • Financial statements
  • Accounting outsourcing
  • Net worth statements

Tax

  • Annual tax returns
  • Tax consultation
  • Tax compliance
  • Tax planning
  • Merger tax issues

Transaction support

  • Due diligence
  • Valuation/fairness opinions
  • Negotiation, structuring and management of deal
  • Building acquisition strategies

Mergers and acquisition

  • Identification of potential buyers, marketing/road show
  • Transaction execution
  • Target identification, engagement and evaluation

A Holistic Approach to Service

  • Document management
  • Paying Bills & Expense reporting
  • Invoicing and collections
  • Payroll administrations
  • Cash Flow forecasting and analysis
  • Multi-entity Reporting & consolidations
  • And more
  • Cash management
  • Estate planning
  • Retirement planning
  • Investment management
  • Risk management
  • Tax Planning

We know preparing your personal income tax return can take a lot of time. We can do it for you free of charge.

Team members

CPA,CA

Partner

Ottawa

613-236-9191 #220

CPA, CA

Partner

Ottawa, Renfrew

613-236-9191 #501

CPA,CA,CFP

Partner

Ottawa

613-236-9191 #527

CPA,CA,CFP,TEP

Director of Tax Services, Partner

Ottawa

613-236-9191 #282

Tax Manager

Gatineau, Ottawa

613 236-9191 ext. 248

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