Four Quadrants Advisory
About
Four Quadrants Advisory, founded in 2004 in Carmel, IN, is a financial advisory firm specializing in serving dental practice owners. With a comprehensive approach to business consulting and financial planning, the company provides personalized wealth management solutions, including expense and cash flow management, investment management, and tax planning. Utilizing their unique four-part SURE Process, Four Quadrants dives deep into both personal and practice finances, constructing tailored plans to elevate dentists to new levels of financial success.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Business Consulting
Accounting