More Than Just Your Average CPA: Dr. Chris Schmidt’s Story

Opening your own practice means taking on a lot at once: patients, staff, a lease, equipment, and a financial side that needs attention from day one.

Dr. Chris Schmidt saw that coming.

Planning ahead from day one

He didn’t wait for the books to become a problem. “I knew when I opened up my own practice that I was going to need a CPA. I was looking to have someone on my team who could really help me organize that financial aspect of my life.”

More than a typical CPA relationship

When Dr. Schmidt compared his options, one difference stood out.

“What makes DBA stand out from other options that I had was it seemed like you were getting much more than just your average CPA.”

That’s what the Team of 3 is built for. It isn’t just someone who shows up at tax time. It’s a team that handles your day-to-day finances, keeps you compliant, and helps you plan ahead.

More time for patient care

Most practice owners didn’t go into healthcare to track expenses. Dr. Schmidt is no exception.

“Having a CPA allows me to focus more of my efforts on patient care. I don’t have to worry as much about crunching numbers or where every single penny is going.”

He puts it even more simply: “I don’t have to worry about doing anything else besides being a doctor and taking care of my patients.”

Focused on what he does best

For Dr. Schmidt, reaching his goals came down to where he spends his energy.

“DBA has helped me reach my goals by allowing me to focus on what I do best: running my office.”

A team that tells you where you stand

Good advisors don’t just agree with you. They tell you the truth, whether that’s a warning or reassurance.

“I’ve got a great team [at DBA]. They’re able to kind of reel me in if I need to be, or tell me I’m doing fine when I am. That makes me feel really comfortable to have someone like that as part of my business team.”

What this looks like for your practice

Every Dillon Business Advisors client works with a dedicated Team of 3. A Client Service Manager handles day-to-day bookkeeping, payroll, and QuickBooks. A Client Controller covers tax planning and compliance. A Client CFO helps you plan cash flow, set goals, and make decisions with confidence.

Whether you’re opening a new practice or ready to stop carrying the financial side alone, let’s talk. Book a free business analysis and see what clarity could look like for your practice.