Client Onboarding | Solai Financial Group

Practice Information

Tell us about your dental or healthcare practice.

Practice Name *

Entity Type *

State of Organization *

Practice Type *

Number of Locations

Approximate Annual Revenue

Contact Information

Who should we address the engagement letter to?

Contact Name *

Title *

Street Address *

City *

State *

ZIP Code *

Email Address *

Phone Number *

Service Selection

Which service tier are you interested in? View full details

Tier 1

Foundation

$3,499/month

Monthly bookkeeping, financial statements, payroll, bank reconciliation, KPI dashboard, and portal access.

Growth

$4,999/month

All Foundation services plus controller function, KPI reporting, cash flow forecasting, insurance analysis, and ROI tracking.

Additional Services of Interest

Current Systems

Help us understand your current setup so we can hit the ground running.

Practice Management Software

Accounting Software

Payroll Provider

Current Bookkeeper/Accountant

Anything Else?

Share any specific challenges, goals, or questions you have.

Additional Notes

How did you hear about us?

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