Accounting Services
Great dentistry relies on clean clinical protocols; a great business relies on clean books. We provide the rigorous, dental-specific accounting engine—payroll, bookkeeping, and financial reporting—that gives you total clarity "under the hood" and keeps you ready for banks and the IRS.
Get started0+
Practices Served
0+
Tax Forms Prepared
0+
Books Prepared
$0
Avg Taxes Saved Per Client
Clear Financials. Zero Headaches.
We handle the gears of your financials so you don’t have to. From reconciling credit cards to managing accounts payable, we ensure every dollar is tracked, every report is accurate, and you have the pristine financial statements needed for tax planning and bank compliance.
- Dental-Specific Bookkeeping
- Payroll Processing & Compliance
- Accounts Payable Management
- Revenue Recognition & Reconciliations
- Monthly Financial Statement Preparation
- Bank & Credit Card Reconciliation
The Accounting Playbook
Accuracy. Timeliness. Compliance.
The Bookkeeper
We maintain a pristine Chart of Accounts tailored to dentistry. We categorize every lab fee, supply cost, and insurance reimbursement correctly, ensuring you have a clear, granular view of exactly where your money is going every single month.
The Payroll Specialist
Your team is your biggest asset and your biggest expense. We manage the complexities of dental payroll—including producer commissions, hygienist hourly rates, and overtime rules—ensuring your team is paid correctly and your tax filings are flawless.
The Controller
We are the gatekeepers of accuracy. We perform rigorous month-end reconciliations of your bank and credit card accounts to catch errors and prevent fraud. We deliver the "Bank-Ready" financial packages that keep your lenders happy and your lines of credit open.
1
The Ledger Audit
We look under the hood. We review your existing QuickBooks or accounting file to identify miscategorized expenses, unreconciled accounts, or "messy" data that is distorting your view of profitability.
2
The System Setup
We install our dental-specific financial architecture. We integrate your payroll, set up your accounts payable workflows, and establish the monthly rhythm for delivering your financial statements.
3
Monthly Review
We don't just send reports; we review them. We meet with you to walk through the P&L and Balance Sheet, answering your questions and ensuring you understand the financial health of your practice before we hand off the data for tax planning.
Why Practices Choose Our Accounting
- We use a specialized Dental Chart of Accounts.
- We ensure your books are always "Tax-Ready."
- We catch the small errors before they become big problems.
- We give you the data you need to make decisions.
- We speak the language of your practice management software.
Accounting & Financial Services
Proven Results Speak for Us
Ready to Build Your Wealth Strategy?
Care for your patients, forget about bookkeeping.
Frequently Asked Questions
Why can't I just use QuickBooks Online myself?
You can, but dentistry has specific complexities. If you categorize a CEREC machine as “Supplies” instead of “Equipment,” you ruin your balance sheet. We ensure your books are “Bank Ready” and “Tax Ready” so you don’t face cleanup fees later.
Do you handle payroll?
We manage the payroll process. We integrate with leading providers (like ADP) to ensure commissions, bonuses, and hourly rates are calculated correctly and mapped automatically to your accounting software.
Should my books be on "Cash Basis" or "Accrual Basis"?
For tax reporting, we generally use Cash Basis (tax is due only when cash is received). For management/CFO reporting, we often use Modified Accrual to match expenses to the month they occurred, giving you a truer picture of your monthly profitability.
How do I get my documents to you?
We operate a secure, paperless portal. You can snap photos of receipts or drag-and-drop statements directly from your phone or computer. We also set up “read-only” access to your banks so we can pull statements automatically without bothering you.