At Holt Practice Advisory, we provide proactive accounting, tax planning, and strategic advisory services exclusively for privately owned healthcare practices.
With over 10 years of experience serving dental, veterinary, and medical practice owners, Lauren Holt, CPA, helps doctors gain clarity around their numbers, reduce tax stress, and build financially healthy practices — from startup to retirement.
You didn’t go to school for accounting.
You shouldn’t have to manage your practice finances alone.
Keep Your Dental Practice Financially Healthy: Year Round Checkups
As seen on the She | Her | Us website - Read the Blog!
Who We Serve
Whether you're preparing to purchase your first practice, launching a startup, or managing an established office, we help you make informed financial decisions with confidence.
More Than Tax Preparation
Many healthcare practice owners only hear from their CPA once a year at tax time. That’s not how we operate. Holt Practice Advisory provides:
Ongoing accounting & financial reporting (QuickBooks Online)
Business & personal tax preparation
Proactive tax planning throughout the year
Quarterly strategy meetings
Practice acquisition consulting (dental & veterinary)
Startup consulting
What Makes Us Different
Industry-exclusive focus on healthcare practices
10+ years of public accounting experience
Fixed monthly pricing — no hourly surprises
24 business-hour response policy
Proactive planning meetings 3–4 times per year
Clear, easy-to-understand communication
Our clients often say they appreciate our timely communication and the way complex accounting and tax concepts are explained without intimidating jargon.
OUR MISSION
To give private healthcare practice owners peace of mind — so they can focus on patients, staff, and the work they’re passionate about, without financial stress.
