Sorren

Thinking about owning a dental practice someday? The decisions you make before ownership can shape what’s possible when the opportunity arrives.

The Dental Business Academy is bringing together emerging dental professionals for a webinar focused on what it takes to prepare for practice ownership, including the financial considerations and career decisions that can shape the path ahead.

Join Elliott Tracy, Director & Healthcare Dental Practice Leader at Sorren, for a practical conversation about the business side of dentistry, from financial considerations and career decisions to the steps you can take now to prepare for the transition from clinician to practice owner.

📅 Wednesday, September 30
⏰ 11:00 AM MST

Considering practice ownership in your future? Join us: https://hubs.la/Q04xRTJC0

Audit readiness doesn’t start when the auditors arrive.

For nonprofits and educational institutions, many grant-related challenges develop over time through gaps in documentation, unclear requirements, or processes that have not kept pace with growing funding complexity.

Understanding grant requirements early, maintaining consistent documentation, and addressing questions as they arise can help reduce year-end pressure and strengthen compliance over time.

Read more for practical ways to strengthen grant management and build audit readiness into everyday processes: https://hubs.la/Q04xJc_W0

Building a stronger accounting firm takes more than technical expertise. It takes stronger teams, intentional development, and opportunities to learn from others who understand the challenges of growing a modern practice.

For Sorren CAS Partner Marie Greene, those are some of the most meaningful opportunities behind the shift to Intuit ProPartner Accountants.

From creating clearer paths for the next generation of advisors to strengthening peer connections across the profession, the new program reflects an important idea: firms grow when their people grow.

Swipe through for three takeaways that stood out to Marie, and what they could mean for accounting firms preparing for what’s next.

Read Marie’s perspective: https://hubs.la/Q04xG4510

Are your jobs truly profitable—or is overhead quietly eroding your margins?

For construction companies, understanding the true cost of doing business is critical to making better decisions about bidding, pricing, and growth.

Join Sorren’s construction advisory team on Thursday, October 29 at 11:00 a.m. MT for a practical webinar on managing overhead for stronger, more sustainable profitability.

Matt Goodfellow and Clay Alumbaugh will share how to identify your true overhead costs, allocate expenses more accurately, recover overhead through better bidding and pricing, and monitor the financial metrics that help protect your margins.

Gain a clearer picture of what your projects are really contributing to the business—and practical strategies to support long-term profitability.

Register today: https://hubs.la/Q04xtFqn0

Healthcare coverage changes can affect far more than reimbursement, including cash flow, patient volumes, compliance and long-term sustainability.

As uninsured and self-pay populations grow, hospitals and FQHCs need to understand where they’re vulnerable and prepare for multiple scenarios.

Sorren Partner Will Birdsall shares five questions healthcare leaders should be asking now to assess their exposure, strengthen financial resilience and prepare for what may be ahead.

Read more: https://hubs.la/Q04x953g0

A balanced budget doesn’t always mean an organization is financially resilient.

Nonprofits, educational institutions, and government entities are navigating greater uncertainty as funding shifts, costs rise, and operational demands evolve.

Looking beyond the annual budget can help. Multi-year forecasting, scenario planning, reserve strategy, and the right financial indicators can give leaders greater visibility into emerging financial pressures and more time to act.

Read more for practical strategies to strengthen financial resilience and support long-term financial stability: https://hubs.la/Q04x34hx0

Sorren is proud to be named Large Business of the Year at the Meridian Chamber of Commerce’s 2026 Business Excellence Awards!

The Large Business of the Year award recognizes an established organization for outstanding performance and leadership, as well as its commitment to innovation, workplace culture, and community engagement. Winners were celebrated at the Business Excellence Awards Luncheon on August 27.

This recognition is especially meaningful as Sorren continues to grow nationally while remaining deeply connected to the communities where our people live and work. As a values-driven firm, we believe growth and success carry an opportunity to create a broader impact—by investing in our people, building strong relationships, and contributing to the communities we call home.

We’re grateful to the Meridian Chamber of Commerce for this recognition and to our Treasure Valley team for the care, expertise, and commitment they bring to our clients and community every day.

Congratulations to our entire Sorren team, and thank you to the Meridian community for continuing to be an important part of our story.