Frequently Asked Questions
Why does this cost more than a basic bookkeeper?
Our work is structured around a disciplined monthly close, accrual-based reporting, and tax strategy that runs alongside the books year-round, not in a scramble every March. You're not paying for more data entry. You're paying for financial reporting that's accurate, on time, and worth reading.
If you need transactions entered, there are cheaper options. If you want books closed by the 10th with reporting you can actually make decisions on, this is built for that.
What exactly do you do?
We provide ongoing monthly bookkeeping, a disciplined month-end close, and coordinated annual tax preparation under one structure. Your books are maintained on an accrual basis and closed on a predictable schedule so you understand performance while it still matters.
Depending on your plan, we also provide structured advisory and performance review throughout the year.
Do you prepare tax returns?
Yes. For clients in our Bookkeeping & Tax and Bookkeeping & Advisory plans, we handle two returns: one business tax preparation and your individual return. Because we maintain your books throughout the year, tax filing becomes a continuation of the work, not a scramble in March.
When will my books be closed each month?
Your books are closed on a fixed monthly schedule established during onboarding, with a guaranteed delivery by the 10th (or that month is free).
Late, reactive financials defeat the purpose of accounting. Our model is built around consistency and timeliness.
Do you handle payroll?
We do not process payroll directly.
We recommend and support a variety of payroll providers including Gusto, SurePayroll, and BambooHR. These are sufficient for most practices and we can help you set it up properly. We ensure payroll is structured correctly and recorded accurately in your books so labor reporting and your staffing KPI reflect reality, not payroll timing.
Do you manage accounts receivable or insurance billing?
No. Patient billing, insurance claims, and collections remain inside your practice management system. Our role is ensuring revenue is properly mapped, reconciled, and reflected accurately in your financial reporting.
What software do you use?
We use QuickBooks Online and a proprietary software to sync your PMS to QBO without the hassle of manually pulling reports.
If you're on another platform, we can manage a structured transition. We also align your accounting system with your practice management system and payroll provider to ensure reporting stays consistent.
How does onboarding work?
Onboarding starts with a full system review and a cleanup of your most recent month, so we are working from an accurate baseline before anything else. If you want us to go further back, we can clean up the prior 12 to 18 months for an additional onboarding fee. From there, we align the pieces that make your reporting reliable: your chart of accounts, how revenue is mapped, your payroll structure, and the standards we hold to every month.
We know switching accounting systems can feel disruptive, so we work to make the conversion as painless as possible. One of our onboarding specialists is with you through every step of the move, and they will be on-site at your practice in person for a full day to help get your staff trained and your systems aligned. You are never left to figure out the transition on your own.
Once your systems are clean and aligned, we move into the recurring monthly close. From there the goal is stability, not endless adjustments, so your financials land on the same schedule every month and you always know what to expect.
How do I know if my numbers are where they should be?
Start with our free Dental Practice Benchmark Scorecard. It's a one-page check: pull your last full-year profit and loss, fill in your numbers, and compare each line against a healthy range for a dental practice. Most owners find two or three surprises in the first few minutes. You can download the scorecard here.
A scorecard is only as honest as the books behind it. If you want to know whether your numbers are even right before you judge them, we also offer a free Books Health Check. Send us your trial balance and your last three profit and loss statements, and we send back a one-page read on where you stand and what looks off. No obligation, and you keep the report either way.