Heidi Thompson, CPA, CFP

Shareholder

Heidi Thompson brings over 20 years of experience in the accounting industry and offers a full range of services to owners of medical and dental practices. She assists physicians and dentists with practice and tax planning, as well as personal financial and retirement planning. Her goal is to be a trusted advisor to physicians and dentists and help them create profitable, well-managed practices. She has a true passion for the accounting field, and genuinely enjoys working with an amazing group of clients and being surrounded by MBT staff who share her dedication.

Practice Emphasis

• Business analyses and solutions for physician group practices and dental practices in areas including: profitability analyses, compensation formulas, buy/sell agreements, financing, accounting system setup and design, budgeting, retirement planning and financial reporting
• Personal financial and tax planning for physicians and dentists

Education

• B.S., Business Administration, University of Washington, 2001
• Certified Financial Planner, 2005

More You Should Know about Heidi

• A devoted wife to her husband, Chris, and mother to their daughter, Taylor
• Hobbies include running, swimming, reading, and spending time training her German Shepherd
• Heidi is a Disney fanatic who visits the happiest place on earth several times a year