Bridging the gap between practice management reports and the Tax CPA, my mission is to empower dentists to grow their profits and meet their goals. I work with service-based businesses, especially dental practices, to clean up their books, analyze their finances, and provide them the clarity and strategy they need to grow. I bridge the gap between day-to-day practice management and end-of-year con
versations with the Tax CPA, ensuring dentists receive consistent, useful financial feedback throughout the year. As a Breakaway Advisor, all of my services are fully virtual, so no matter where you're located in the U.S., I can support your business with expert accounting and advisory services. I’m a Certified QBO Cleanup Specialist, QuickBooks Online ProAdvisor, and Xero Partner. I love helping dental professionals understand what their numbers are really telling them—so they can make smart decisions in real time. I’m active in the dental community as a member of the Central Texas Dental Managers Association and I also serve as Treasurer for the Christian Chamber of Commerce in San Antonio. Faith, transparency, and a commitment to community guide everything I do. Outside of work, you’ll find me playing the violin, knitting hats for cancer charities, testing new recipes, or trying to solve the latest whodunnit before the final chapter. If you’re a dentist or business owner looking to feel more confident about your financial numbers, let’s connect. Email: [email protected]
Website: https://breakawayba.com/lucy-dio
Scheduling: https://calendly.com/lucydio/one-on-one-meeting