Your Dental Practice Is More Than a Job. It’s a Business.

Evie Forrestall is a Senior Accountant at Forrestall CPAs where she helps businesses stay organized, informed, and financially confident. With a bachelor’s degree in accounting and a background in investment advisory and financial services, Evie brings a well-rounded perspective to helping clients understand and manage their financial needs.

She supports clients across a variety of industries with monthly bookkeeping, quarterly fractional CFO services, and ongoing financial guidance related to practice management, valuation, and 401(k) services.

Evie also has experience working with a variety of employee benefits and financial products, including 401(k) plans, health insurance, and life insurance. This experience gives her a broader understanding of the financial considerations that impact both business owners and their employees and allows her to provide thoughtful, practical guidance from multiple perspectives.

Evie has a particular interest in helping dentists and practice owners better understand their numbers so they can make informed decisions and focus on providing excellent patient care. She enjoys building relationships with clients and providing consistent, hands-on support that allows business owners to feel confident in the financial side of their practice.

A Georgia native and proud mom of two, Evie brings a personal, approachable perspective to her work and understands the importance of balancing the demands of a growing business with life outside of work.

Jackson Forrestall serves as Manager of Retirement & Valuation Services, overseeing the firm’s business valuation and retirement plan administration practices. He works with business owners and professional practices to provide practical, well-supported financial guidance tailored to their unique needs.

Jackson specializes in business valuations for SBA lending, ESOPs, ROBS transactions, litigation support, buy-sell agreements, and other closely held business purposes. Working closely with Jeff Forrestall, he manages engagements from initial analysis through final delivery, utilizing detailed financial analysis, industry research, and established valuation methodologies.

Jackson also leads the firm’s Retirement Department, overseeing the administration and compliance of 401(k), profit-sharing, ESOP, and ROBS plans. He works with plan sponsors, trustees, financial advisors, and other professionals to help clients navigate the administrative and regulatory requirements of employer-sponsored retirement plans.

Jackson was selected for NACVA’s “30 Under Thirty” cohort in 2023 and holds the Certified Valuation Analyst (CVA) designation through NACVA and Qualified 401(k) Administrator (QKA) credential through ASPPA. He is bilingual in English and Spanish and works directly with Spanish-speaking clients.

Logan Forrestall is a Certified Public Accountant with experience providing tax, accounting, audit, and advisory services to businesses and individuals. He works with clients across a range of industries, helping them navigate complex financial matters with practical solutions and a focus on long-term results.

Logan works with business owners throughout the business lifecycle, including mergers, acquisitions, and other significant transactions. His experience includes financial analysis, due diligence, tax planning and compliance, financial statement audits, client accounting services, and business advisory.

He particularly enjoys helping clients understand complex financial information, improve processes, and identify opportunities for growth and greater efficiency.

For dental practices and other professional businesses, Logan provides a hands-on, analytical approach to accounting and advisory services. He is committed to building long-term client relationships and providing responsive, personalized guidance that helps business owners make confident financial decisions.

Logan earned his Bachelor of Business Administration in Accounting from the University of North Georgia and is a licensed Certified Public Accountant in the State of Georgia.

Outside of work, Logan enjoys spending time with his family, traveling, and staying active through running, cycling, swimming, and other outdoor activities.

Samuel Castillo is an accounting, auditing and advisory professional with more than 10 years of experience working with dental practices, including hands-on experience in dental practice operations and specialized accounting services for multi-practice and multi-entity dental clients. His background gives him a unique understanding of both the day-to-day operations and financial information needed to manage a successful practice.

Samuel began his career as an Assistant Manager at a family dentistry practice, where he was responsible for obtaining and reviewing patient insurance benefits, processing claims, collecting receivables, preparing patient reports, and supporting various clinical and administrative functions. He later specialized in accounting services for dental practices, managing monthly bookkeeping and financial reporting processes, including bank and credit card reconciliations, payroll, fixed assets, depreciation and amortization, loans and leases, intercompany activity, and financial statement preparation.

With experience spanning dental operations, accounting, financial reporting, and public accounting, Samuel provides dental practice owners with a practical, analytical approach to understanding their financial information and improving accounting processes. He holds a B.B.A. in Accounting and a Master of Accountancy from the University of North Georgia and is currently pursuing his CPA license.