About Dental CPA Kate Willeford, CPA, President Kate is President of Willeford Group, CPA, PC, a firm that uses a very different, multi-disciplinary approach to accounting and profitability consulting. We are focused specifically on creating a substantial impact on the quality of life and income of select dentists. Working with over 500 dentists nationwide, our team is passionate about teaching both dentists and dental teams how to keep what they make, to increase profits and reduce taxes, while unlocking their numbers. Kate is the Vice President of the Academy of Dental CPAs, a member of the Academy of Dental Management Consultants, and the Speaking Consulting Network. She uses her expertise to coach clients, as well as contribute to journals, newsletters, and blogs, including Dental Economics, dentalpost.net, Dudley Spade Dental Realty, and others. Debra Lane, CPA, Senior Tax Manager Debra Lane, Senior Tax Manager at Willeford Group, takes great pride in helping her clients achieve the business profitability that they rightfully deserve. Above and beyond the average accountant, she is the gold standard in providing highly individualized and comprehensive financial business analysis and services for her dental clients. What does Debra enjoy most about her work? “It is tremendously rewarding using my unique knowledge of dental business accounting and working with my clients to help them exceed their financial goals.” “So often I have dentists come to me with serious cash flow issues and practice management concerns. I understand that most dentists simply don’t have the essential business training, so I help educate my clients and provide them with solutions that can yield dramatic results. That, to me, is truly gratifying.” Debra Lane has been providing tax, consulting, and planning services for dentists since 1991. Debra’s many years of experience include work in the tax department of the national CPA firm, Price Waterhouse, and Lane and Associates. She has lectured and authored articles on tax and accounting, specific to dentists and their practices. Her advanced training includes a Master’s degree in taxation from the University of Denver, as well as a BA degree in Business Administration, with an emphasis in accounting, from California State University in Fullerton. Debra Lane is a member of the Academy of Dental CPAs, (ADCPA), American Institute of CPAs, (AICPA), and the Colorado Society of CPAs, (COCPA). Debra and her husband, Bob, live in Parker where they enjoy property renovations and woodturning. Willeford Group Team Our team includes the remarkable accounting and tax experts you see here. Our Executive Assistant Sylvie Castaniada Our Team Administrator Kim Andrews Victoria Watkins-Denney Our Staff Accountants Ginny Petrisin Karen Rains Veronica Condo Cassandra Kile Jennifer Martin Adam Mercer Kimberly Nuesca Vera Watts Kim. Senior Accountant. 15 years of commitment at Lane & Associates, Kim assists clients with bookkeeping. Detailed and accurate, Kim produces the essential financial statements that are crucial to Doctors in analyzing the financial health of their businesses. Kim’s a Metropolitan State University of Denver grad and has worked for several accounting offices, including the United Parcel Service, low income housing property management, and a hardwood floor company. “I have the greatest respect for Deb Lane—for her integrity, for the marvelous partnership she creates with her clients, and for her expertise in growing dental practices.” Kim volunteers as an official accountant for US Figure Skating and is Vice President and Competitors Fund Treasurer for a local figure skating club. Our CPAs, in addition to Kate and Debra Michelle Hull, CPA Brad West, CPA Allison, CPA Allison prides herself in being available and helpful to our clients in such a broad variety of ways. Smart and ambitious, Allison holds a Master’s degree in Accountancy with an emphasis in Taxation, and she is currently working towards earning her CPA license. Her past experience includes 2 year’s of work in public accounting. Prior to her recent move to Colorado, Allison lived in Pensacola, Florida, where she received her Master’s degree at the University of West Florida. “It was the outstanding reputation of Lane & Associates that attracted me to this firm. Most impressive is Debra Lane’s integrity and the multitude of ways in which she significantly impacts dental practices! Our Team Leaders Susan Muller, Director of Finance Brittany Spaeth, Director of Operations Greg Engle, Finance Coordinator Nancy. Accounting Analyst. Beyond loyal, Nancy has been committed to Lane & Assoc. for 20 years! She concentrates primarily on practice management and analysis of dental data. No stranger to dentistry, Nancy has over 30 years experience in the dental field, including serving as practice consultant and certified trainer of dental software companies. It’s rewarding for her to watch our dental clients’ practices grow and thrive by the invaluable recommendations of our firm. “I’m proud to be a member of such a superb Team! Our skills compliment each other so well. And when a Team works well together, excellent results naturally follow.” Nancy loves the great outdoors; running, hiking, and water skiing.