Kate is proud to carry on the family legacy of providing outstanding financial services exclusively to dentists. This longstanding commitment to their clients spans over 45 years with progressive, positive changes made along the way.
Kate remains committed to her goal of creating “quality life balance” to attract and retain the very best team members. As a virtual accounting firm, they were far ahead of their time when they began that transition a decade ago and their clients are ecstatic to receive immediate attention when needed.
In 2017, Kate merged in the Colorado ADCPA firm owned by Debra Lane and today Willeford Group works with hundreds of dental practices in over two dozen States.
Our team of CPAs, Staff Accountants and Administrative Assistants, working from home offices in five States, are leading experts in dental accounting and tax strategies.
Kate Willeford - President, CPA
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 350 dentists nationwide, our team is passionate about teaching both dentists and dental teams how to keep what they make and to increase profits and reduce taxes while unlocking their numbers.
Kate is the VP 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.