Services
Built Around How Dental Practices Actually Operate
Four things make this different from the bookkeeper you have now.
Built by a team that understands dental practice finances
Guaranteed close date
Books closed by the 10th or that month is free. The 10th isn't a target to us, it's a commitment backed by a guarantee.
Dental-only focus
Every client is a dental practice. Our chart of accounts, KPIs, and benchmarks are dental-specific from day one.
Coordinated tax preparation
Your books feed directly into tax prep. No handoff gaps, no lost context, and no scrambling because we're the same team.
Clear monthly insight
A recorded walkthrough of your financials each month so you actually understand what the numbers mean.
Your Books. Closed by the 10th. Guaranteed.
Most dental practices get financials weeks or months late. By then you can not make staffing, spending, or growth decisions on reports from two months ago.
We close on a fixed monthly schedule. Every transaction recorded, every account closed, every statement delivered by the 10th. If we miss it, that month is free.
What you receive:
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Balance Sheet and Income Statement by the 10th
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Bank and credit card accounts closed
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Production and collection alignment with your PMS
A Team That Only Works With Dental Practices
Dental revenue does not work like other businesses. Insurance pays 30-45 days after treatment. Production happens at the chair. Collections happen at the front desk and through claims. A generalist bookkeeper treats all of that as "revenue" and moves on.
We map production from your practice management system, separate insurance and patient collections, benchmark your overhead against dental industry standards, and flag the variances that actually matter for your practice.
What that means for you:
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Your chart of accounts is dental-specific from day one
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Overhead benchmarks use dental industry data, not generic small business averages
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Your monthly reporting speaks your language, not accounting language
Tax Prep That Starts in May, Not March
When your bookkeeper and your tax preparer are different teams, tax season means re-work. Missing documents. Scrambling to reconcile a full year of books in a few weeks.
Your monthly books feed directly into tax preparation*. Our licensed tax team already knows your numbers because they come from the same system year-round. Filing is a continuation of the work, not a separate project.
What you receive:
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Tax-ready books all year (not just at year-end)
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Coordinated business and owner returns
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No handoff gaps between bookkeeping and tax
*Included in Bookkeeping & Tax and Bookkeeping & Advisory tiers.
A Video That Explains What Your Numbers Mean
Getting a P&L is not the same as understanding it. Most practice owners receive financial statements with no context, no comparison, and no explanation of what changed.
Each month you get a short recorded walkthrough. We compare to prior months, flag the line items that shifted, and explain what it means for your practice. You watch it on your own time.
What that means for you:
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3-5 minute video walkthrough of your financials
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Comparison to prior months with variances flagged
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Overhead and margins compared to dental industry benchmarks
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No meeting required
See Which Tier Fits Your Practice
Three options. Flat monthly pricing. No surprises.