Holt Practice Advisory was founded with a clear purpose — to serve privately owned dental, veterinary, and medical practices with proactive, industry-specific accounting and tax advisory.
After more than a decade in public accounting, Lauren Holt recognized a gap in how healthcare practice owners were being served. Many felt like a number at large firms. Others only spoke to their CPA once per year. Many had never received proactive tax planning or meaningful financial guidance specific to their industry.
Healthcare practices come with unique tax planning opportunities and a distinct set of financial benchmarks. A generalist CPA may not fully understand what is typical for the industry or have insight into standard profitability margins, compensation structures, and other critical financial metrics that drive successful healthcare practices. Working with Holt Practice Advisory provides you with the specialized insight and strategic guidance you need to practice with confidence.
Our Approach centers on:
We work exclusively with privately owned practices. By narrowing our focus, we deliver deeper insight and more meaningful results.
Our Core Mission
To help healthcare practice owners achieve peace of mind through proactive accounting, tax planning, and financial clarity.
Success means our clients:
Are not surprised at tax time
Understand their financial statements
Feel confident in their compensation structure
Know how their practice compares to industry benchmarks
Can focus on patient care instead of financial stress
Why Specialization Matters
Healthcare practices operate differently than most businesses. Practice owners often:
Don’t have internal financial teams
Wear multiple hats
Lack formal business education
Plan using bank balances instead of financial reports
Miss tax-saving opportunities unique to their industry
Working with a CPA who specializes in dental, veterinary, and medical practices ensures you’re not missing planning opportunities or proactive strategies.
Meet Lauren Holt, CPA
Lauren Holt brings over 10 years of experience in public accounting, with more than a decade dedicated to serving healthcare practice owners.
She earned her Bachelor of Arts in Accounting from Heidelberg University and is a Certified Public Accountant (CPA). Lauren is a member of the Arizona Society of CPAs and speaks annually at A.T. Still University’s dental practice management program. She is also a sponsor of the Pima Dental Study Club.
Originally from Medina, Ohio, Lauren relocated to Arizona in 2021 and continues to build strong relationships within the healthcare community.
Lauren is known for being:
Approachable and easy to talk to
Transparent and communicative
Proactive in planning
Responsive (24 business-hour response policy)
Skilled at simplifying complex financial concepts
Doctors often comment that she makes accounting and tax strategy understandable — without confusing jargon — and helps remove the fear that can come with owning a business.
Lauren works closely with her clients throughout the entire practice ownership lifecycle, from associate doctors preparing for ownership to established owners planning for retirement.