Lauren Holt
- At Rea, Lauren works as a trusted advisor for dental and medical practices. She helps her clients obtain a better understanding of their financial statements, practice matters, and helps them plan for their financial future, both personally and professionally.
Topics or areas of expertise that Lauren can talk about (even in her sleep):
- Dental / Medical accounting
- Physician compensation formulas
- Tax planning
- S Corporations and corporate income tax
- Individual income tax
How we know she knows what she's doing:
- Lauren has served as a guest lecturer at A.T. Still University and is passionate about educating the next generation of dental practice owners on the financial aspects of practice ownership.
- Lauren earned her bachelor's degree in accounting from Heidelberg University where she graduated magna cum laude.
- She has been in the accounting industry for 10 years.
Furthering her professional development, Lauren is involved with:
- Ohio Society of CPAs
- Arizona Society of CPAs
When she's not in the office, you can find her:
- Trying out a new restaurant
- Swimming or spending time outdoors
- Reading
- Spending time with family and friends
How she's helped clients meet their business needs:
Lauren helps future dental practice owners successfully navigate the practice acquisition process. She works with the acquiring doc to review the seller’s financial statements, various expense benchmarks, trends, and profitability. She also helps to project an estimate of compensation after debt service based on the practice cash flow to ensure the practice is a good financial decision. Along with guidance on the financial side, Lauren can also offer consulting on entity selection and general practice matters that are important to keep in mind as a new practice owner.
Lauren has held discussions with a practice owner in order to help them understand and prepare for making an offer to a potential associate. She prepared illustrations to help the client understand how various compensation scenarios for an associate would impact the practice’s profitability.
She also has helped practice owners plan for the end of the year for their practice through a cash / profit analysis that maximized tax savings and met their financial goals. They considered different ideas such as year-end bonuses, profit sharing contributions, equipment purchases, and the related tax implications of these matters.
Inside The Mind Of...
- What does "A Brighter Way" mean to you? A smarter, more efficient and all around better way of doing business.
- Why do you choose to work at Rea? The people, culture, and opportunities.
- What's your favorite aspect of your job? Every day is different!
- What line in The Rea Way describes you best? Never stop learning.
Just For Fun:
- What did 10-year-old you want to be when you grew up? An astronomer.
- What profession would you choose if you didn't go into accounting? Journalism.
- What was your first job? Lifeguard.