TESTIMONIALS

I began working with Bull Moose Financial prior to opening my start up dental practice ten years ago. They were an excellent resource, and I don’t believe my transition from associate to business owner would have happened as seamlessly without their advice and guidance. As a small business owner, the “wearing of many hats” is mandatory, and it is extremely reassuring to know that sound financial guidance is only a quick text or email away. In addition, I have relied on them for personal financial advice as well as assistance in making decisions to benefit production in my office.

Stephanie Murphy, DDS

Glendale, WI

Bull Moose Client Testimonials

Bull Moose Financial is all about relationships. Our clients are the lifeblood of our company and without them, we’d be nothing. We’re not just here to organize your finances, we want to be a partner in your business. If you ever need advice or the support of a second opinion, know that we’re here for you when you need us most.

Here’s what everyone is saying:

My wife and I are both practicing dentists and have been with Bull Moose Financial for two years. We had tried several other non-dental focused CPAs in the past and had found ourselves discouraged with their services and lack of attentiveness. Now, more than ever, we are truly grateful to be with Bull Moose during this to incredibly challenging and stressful events of the pandemic. They stepped up with webinars for their clients and several valuable emails to help us navigate these uncharted waters...thank you Bull Moose and great job!
Scott Weninger, DDS
Weninger Dentistry
Tampa, FL
The team at Bull Moose Financial have been my anchors to ensure my smooth journey across the seas of business ownership. Their calm and intelligent advice through confusing or challenging times has made my start up dental practice sound and successful.  Hide
C.J. Wagner, DDS
Wagner Pediatric Dentistry
Whitefish Bay, WI
Since day one, Bull Moose Financial has been a trusted partner in my business and a sage advisor for all my financial questions, from technology to laws. I would highly recommend them for your business.Hide
Jim Donahue
Rising Tides Analytics
Highly recommend Bull Moose Financial! I love their all-inclusive service. They make the business side of dentistry a breeze. They have been essential during my practice purchase, and throughout the pandemic!Hide
Erin Paluchowski
Severna Park Smiles
Severna Park, MD
The Bull Moose Financial team is the best. All responses are prompt. They spent hours educating their clients when all the COVID confusion happened, and personally answered many of my calls during that time. Mike is always knowledgeable and creative when it comes to thinking outside of the box. that he helps me keep in line with my dental practice.Hide
Niraj Patel, DDS
Cary Family Dentistry
Cary, IL
Mike Bark and the rest of the team at Bull Moose Financial have had my back for the last 7 years. They saved me from an unfavorable buy-in situation, advised me through the purchase of a different practice, managed my taxes and payroll, then assisted me during the valuation and sale of the practice. During the recent shutdown, their guidance on the PPP and other issues was top-notch. Through even the busiest of times, the communication has been lightninging fast and the service has been totally customized to my unique situation.
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Sarah Blair, DDS
Third Coast Dental
West Allis, WI
Bull Moose Financial has been extremely instrumental in the success of my private dental practice. My expertise lies in clinical patient care so having a resource that understands the finances and metrics of running a small business is impactful. From the purchase and expansion of my practice to tax questions and payroll, the team at Bull Moose have made their knowledge and guidance readily and quickly available when I needed it most. Their services allow me to focus on what I do best (hint: it’s not accounting)!
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Anne Allmann, DDS
Tosa Dental
Wauwatosa, WI

I started using Bull Moose Financial because I ask a lot of questions and was very intrigued about the flat fee model and dental-specific accounting service. Their flat fee model allows me to ask questions without having to worry how much each question will cost. Sometimes I worried if I was asking too much or taking up too much of their time, but I have not once gotten any complaint from the team. Their response time is absolutely impressive, and it really resonates with my own business philosophy. During the COVID-19 shutdown, they gave us reliable guidance and broke down our options very clearly with pros and cons of each choice. I’m very happy to have found Bull Moose as my accounting professionals. It really feels as if I have a close family friend who just happens to be an accountant.

Henry Huang, DDS, Bethlehem Family Dental
I have worked with Bull Moose Financial since opening Huggett Dental in 2014. Since that time, they have helped my husband and I both personally and professionally. They are very responsive and always willing to meet face to face. The team went above and beyond to guide business during the pandemic, which helped tremendously.
Nicole Huggett, DDS
Huggett Dental
Ocononowoc, WI
Bull Moose Financial has become an indispensable partner as our business grows. They have handled multiple complex taxation issues and flawlessly managed our payroll. But it has been the expert advice navigating all sorts of financial topics that makes our relationship with Bull Moose so valuable to us. We look forward to working with the entire team for years to come.
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Ryan Fitzgerald, owner
Punch PR
Milwaukee, WI
As a young orthodontist 3 years out of residency and at the beginning of my career, it is especially important to me to have an accountant who I can trust and rely heavily on for information. One of my favorite aspects of Bull Moose Financial is their stellar communication. Every email and phone call I’ve made has been returned the same day – hats off to that!
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Jason Meinhardt
Meinhardt Orthodontics, LLC
Our dental office switched from a nationally popular accounting firm to Bull Moose Financial over 10 years ago. It was one of the best business and personal moves we have ever made. Saving a significant amount of money is certainly desirable, and with that having no drop-in service was a no brainer both when we switched and now looking back over the years.
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Joe Guros, DDS
Fort Dental Care
Fort Atkinson, WI
Bull Moose Financial has been in my corner since before I purchased a dental practice. They guided me through the valuation process, advised me through the transition, and continue to spend tons of time helping me with the learning curve of practice ownership. If you're looking for a company that understands small business, gives you individual attention, and supports your vision... Bull Moose is the best place to be!
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Susan Angel, DDS
Wonderkind Pediatric Dentistry
Wauwatosa, WI
My experience working with Bull Moose Financial has been exceptional at every level. As a first-time practice owner, they have been a true partner in the growth and management of my practice. They are an amazing asset in navigating the innumerable things that dental school never mentioned about practicing the business of dentistry. They have certainly earned my trust and strongest recommendation.
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Will Setzer
Setzer Dental
Newton, NC
Meagan Rutkowski is the most knowledgeable and efficient accountant that we have ever worked with. Not to mention, the team at Bull Moose Financial takes great care of all our accounting and payroll needs. They are extremely knowledgeable, always responsive and have been an absolute pleasure to work with. Our business has grown with their guidance, and we would highly recommend them.
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Jake Josetti & Dan Conway
Conway & Josetti, LLC
Brookfield, WI
Mike Bark has been my CPA for the last 3 years now and I am really satisfied with his work and service. I highly recommend him to anyone looking for a dental CPA, or just a CPA in general.
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Jeff Tan, DDS
Spring Complete Care Dentistry
Spring, TX
Mike Bark has been my CPA for the last 3 years now and I am really satisfied with his work and service. I highly recommend him to anyone looking for a dental CPA, or just a CPA in general.
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John Zabkowicz, DDS
John Zabkowicz Dental, LLC
Milwaukee, WI
Bull Moose Financial has been on top of the twists and turns related to COVID-19, helping me sort through all the extra noise. They've consistently helped me make better critical business decisions, period.Hide
Alan May, DDS
R. Alan May Dental Hollins, VA