Corpuz Family Dentistry’s Focus on Care, Comfort, and Community

Corpuz Family Dentistry, founded in 2003, is a family-operated dental practice located in Omaha, Nebraska. Established by Dr. Ralph Corpuz, DDS, and Susan Corpuz, the practice offers a comprehensive range of services including preventative dental care, family dentistry, cosmetic dentistry, extractions & preservation, tooth replacement, and more. 

The couple founded the practice with a vision of delivering exceptional patient care and creating a welcoming, comfortable environment for their patients. Over the years, Corpuz Family Dentistry has expanded significantly, growing from a small team to a thriving business that adds around 40 new patients per month, mostly through word-of-mouth referrals.

Their Unique Mission

Corpuz Family Dentistry goes beyond traditional dental care to create a welcoming and comfortable environment for their patients. With thoughtful amenities such as a cozy fireplace, calming saltwater fish tanks, a massage chair, and a play area for children, they strive to make the office feel more like home. 

Guests are offered refreshments from a beverage bar and special treats, ensuring a hospitable experience. The practice also prioritizes sensory comfort by maintaining a pleasant atmosphere without the typical dental office smell. Personalized patient care is at the heart of their approach, as they foster meaningful relationships through gestures like sending cards for major life events, making every visit a positive and personal experience.

Challenge: Increasingly Complex Financial Management

Although highly successful in their patient care and team management, Corpuz Family Dentistry faced significant challenges in managing their finances. Neither Dr. Ralph nor Susan had extensive experience in business accounting and financial management when they first opened their practice. They initially worked with an internal bookkeeper, but as the business grew, so did the complexity of its financial needs. Managing financial records, reconciling accounts, and ensuring compliance with tax requirements began to consume more time and attention, distracting them from their primary focus of patient care.

The Search for Financial Expertise

As the practice continued to grow, Susan recognized that they needed more sophisticated financial support. Through a local networking group, Susan met Mary Ferry, founder of Advantage Insights. She was impressed by Mary’s authenticity and heard numerous positive reviews from other members of the group. Susan decided to have Mary conduct an Assessment to review the practice’s financial processes.

The results from the audit, combined with Mary’s professionalism, communication, and thoroughness, led Susan and Dr. Ralph to work with Advantage Insights for ongoing financial management and advisory services. The goal was to streamline their financial processes, improve reporting accuracy, and gain a clearer understanding of the practice’s financial health.

Solution: Tailored Financial Management from Advantage Insights

Advantage Insights stepped in to provide Corpuz Family Dentistry with a comprehensive financial management solution that addressed their unique challenges. The services included:

• Cloud Accounting Transition: Advantage Insights transitioned the practice from traditional bookkeeping to cloud accounting using QuickBooks Online, enabling the integration of various financial tools and providing real-time visibility into their finances.
• Expense Tracking and Reporting: The implementation of Dext allowed Susan and her team to log receipts instantly, simplifying expense management.
• Payment Automation: The practice adopted Melio, an easy-to-use payment platform that improved efficiency in handling and tracking payments.
• Payroll Management: Advantage Insights took over the management of payroll, ensuring compliance with complex tax requirements and giving the practice peace of mind.
• Cash Flow Management: Mary and her team provided ongoing cash flow management, offering the Corpuz team timely financial insights that were critical for decision-making.
• Process Optimization: Advantage Insights worked closely with Corpuz Family Dentistry’s business manager, helping to implement new processes and streamline financial operations.

Throughout the transition, Advantage Insights emphasized collaboration and adaptability. According to Susan, Mary paid close attention to their needs and tailored solutions to fit the practice’s specific requirements: 

“She didn’t insist on doing things her way but worked together with us to find solutions and processes that worked for everyone.”

Results: Confidence and Clarity in Financial Management

Since beginning work with Advantage Insights, Corpuz Family Dentistry has experienced several transformative benefits:

• Timeliness: With real-time financial reporting, the practice can make faster, better-informed decisions, improving their overall efficiency.
• Certainty: Dr. Ralph and Susan now have confidence that their business is profitable and sustainable, allowing them to focus on growth and patient care.
• Financial Clarity: Susan has developed a deeper understanding of the financial performance of the practice. She no longer feels overwhelmed by financial reports and can confidently make decisions about the future.
• Collaboration: Advantage Insights works seamlessly with the Corpuz team, as well as their external tax accountant and attorneys, creating a cohesive financial strategy for the practice.
• Confidence in Growth: With up-to-date financial information and expert advice, Corpuz Family Dentistry can confidently invest in its future, whether that involves hiring new staff or upgrading equipment.

Reflecting on their experience, Susan shared:

“I didn’t realize how much we needed Advantage Insights until we started working with them. Mary and her team have given us the freedom to focus on our business, knowing our financials are well looked after.”

A Brightened Future for Corpuz Family Dentistry

With the support of Advantage Insights, Corpuz Family Dentistry now enjoys financial confidence and operational clarity. Dr. Ralph and Susan can focus on delivering exceptional patient care and expanding their practice, knowing that their financial management is in expert hands. Through timely financial reporting, streamlined processes, and expert advisory services, Advantage Insights has helped transform the way Corpuz Family Dentistry manages its finances, setting them up for continued success.

As Susan notes, working with Advantage Insights provides peace of mind:

“Mary is honest about how Advantage Insights can help your business and will recommend the right set of services to serve your business best.”

Ready to elevate your business like Corpuz Family Dentistry? Contact Advantage Insights for tailored financial management solutions that empower you to focus on growth and success. Let’s work together to streamline your financial processes—schedule your Assessment.

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