Financial Management & Disbursements

Overview

Modernizing Management of Your Payments, Vendors, and Treasury Operations

As your company grows, managing money movement—from paying vendors and investors to cash flow forecasting—becomes more complex. Manual processes, siloed teams, and legacy systems create inefficiencies and bottlenecks that can create delays, errors, and unnecessary risk.

That’s where we can help.

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Simplify Vendor and Investor Payments

EisnerAmper’s team integrates directly into your operations to:

Automate invoice intake, validation, and approvals
Handle payment scheduling and execution across ACH, wires, and checks
Reconcile payments with bank and vendor records in real time
Manage vendor onboarding, compliance, and tax reporting
We manage the tools, the reconciliations, and the disbursement process

Strengthen Payment Controls

EisnerAmper’s team helps safeguard your disbursement process by:

Enforcing dual approval workflows and role-based access controls
Implementing Positive Pay, ACH blocks, and transaction limits
Validating disbursement data to prevent impersonation and fraud
Continuously monitoring for unusual activity and reconciliation discrepancies in real time

We help ensure every outgoing payment is thoroughly reviewed, properly authorized, and accounted for, safeguarding the integrity of your financial operations.

Modernizing Management of Your Payments, Vendors, and Treasury Operations

Improve Cash Oversight and Security

EisnerAmper’s team provides structure and security to your banking environment by:

Setting up and managing bank accounts with defined user access and roles
Implementing treasury policies, segregation of duties, and dual authorizations
Activating fraud prevention tools and transaction limits
Centralizing cash tracking and reporting across accounts and entities

Clear, well-defined controls give you visibility and confidence in your daily cash position.

Streamline Your Treasury and Payment Processes and Solutions

EisnerAmper adds structure, automation, and control to one of the most critical – and often overlooked – areas of your financial operations.

Testimonials

What It’s Like Working With EAG Dental Advisors

We pride ourselves on forming close relationships with our doctors and delivering the best client experience possible. Meet some of our clients for yourself and see what they’re saying about being part of the EAG Dental Advisors family.

“EAG has been super attentive month after month and has helped me lower my tax liability substantially…

I’ve been using them for about a year and they will not only break down my numbers monthly but give me an idea of how those numbers stack up against other dentists in my area. This has helped me catch trends I wouldn’t have seen before. An example is my dental supplies expenditure jumped. I thought it was just because the cost of supplies went up with covid. Yes… but mine went up about 30% more than the rest of their practices. I wouldn’t have seen that without their insight. So far, I’m super impressed!”

– Dr. Kyle O’Donnell

“I have always dreaded the lofty task of bookkeeping, paying bills, payroll, watching margins, and keeping tabs on the financial aspects of my business…

I signed on with EAG. Right from the start and they have made my life much easier. They watch EVERY aspect of my business for one very reasonable monthly fee. I always look forward to the quarterly review, with Morgan, where he goes over a detailed report covering every financial aspect of my business. I always know where I stand and never lose sleep about this vitally important component of my business. I couldn’t be happier with EAG.”

– Dr. R. De Rosso

“Super happy with EAG accounting over the past 2 years…

They guided me through my start up dental practice with not only accounting services, but also lots of wisdom from Morgan’s many years of experience. Their reports are informative for a deep dive and graphical for an overall view of how the practice is going. They help benchmark against practices all across the country. Everyone I’ve talked to has always been helpful. The return on investment for their services each month is great. Can’t ask for much more!”

– Dr. Dylan Patrick

“I was first introduced to Morgan and EAG through a friend of mine who trusts this accounting group with his numerous dental practices….

As a doctor looking for my first practice, I’ve found it very hard to find an accountant who would talk me through finding my dental practice and who would show me the same respect as my peers who have more clout than myself (Multiple practice owners). Even though Morgan Hamon is very busy with his much deserved success, he always answers my calls personally and in a timely manner. Morgan and EAG, thank you so much for all the help you have given me. You guys are true legends!”

– Dr. Sean Kerns

“I highly recommend EAG for any dental accounting needs…

I used to be a client of EAG, but I joined a group that has its own accounting team. I appreciated the monthly reports EAG prepared for me. Recently I went through an IRS audit. Cortney quickly responded to all of my questions and sent me the documentation that I needed even though I am no longer a client. Thanks to her help, I was able to get through the audit unscathed.”

– Dr. Trever Keele

“EAG has done a phenomenal job with our personal and business accounting needs…

They really have a pulse on the dental industry and their insight and expertise is extremely helpful and goes well beyond simply preparing profit and loss statements or managing our QuickBooks. We highly value EAGs input as we make strategic decisions in the short, intermediate, and long-term time frames. I would highly recommend EAG for all of your accounting needs. Quite simply, for us, their services are required for us to confidently grow our business.”

– Dr. William Herr

“I would recommend EAG to anyone!

Morgan and his team are responsive, professional, give fantastic advice, and are very organized in their work manner. We are so happy we work with them – thank you EAG!”

– Dr. Lindsay Fabs

“I switched to EAG from another dental specific accounting firm and the difference has been night and day…

The monthly reports are amazing and the onboarding process was effortless and informative. I am totally satisfied.”

– Dr. Benjamin Dunham

“I have been a client for awhile now and I am very pleased with the amount of work, detail and level of knowledgeable folks that work here…

I am given immediate attention to any matter addressed, I am advised and educated as well on what I could or should be doing for my business. Thanks again to Morgan and his fantastic team.”

– Dr. Kyle Daniel

Learn more about EAG Dental Advisors

Set up a no-obligation consultation to discuss how our firm can provide a level of insight and perspective on your dental practice that you have not experienced before.

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Call Us: 303.799.0476