Dental practices produce now but collect insurance 30–60 days later, while payroll, supplies, and lab fees are due immediately. Without reconciling insurance remittances against production, the books show revenue that has not arrived and the owner is blindsided at payroll time.
We reconcile your insurance EOBs against your practice-management output every month, flag AR aging beyond 45 days, and maintain a cash view alongside accrual reports — so you always know billed vs. banked.
Dental practices have a rich, industry-specific deduction landscape — Section 179 equipment, continuing education, facility renovations, lab fees, supplies — that general bookkeepers routinely miscategorize or miss, costing tens of thousands in unnecessary tax.
We maintain a dental-specific chart of accounts and code every expense to its correct, most advantageous category at entry — not at year-end — so your CPA gets financials already organized for maximum deduction capture.
Bookkeeping assigned to an already-stretched office manager produces unreconciled months, misclassified owner draws, and no real monthly close — the exact conditions that invite IRS scrutiny.
We take bookkeeping off the front desk with a structured monthly close: reconciliations, owner-draw categorization, payroll coding, and a clean P&L by the 10th. Your team handles patients; we handle the numbers.
New clients get a free historical cleanup when they start a plan.
It depends on transaction volume, number of providers, and whether catch-up work is needed. Book a free discovery call for a clear quote with no pressure.
Yes — our team is QuickBooks-certified and sets up a dental-specific chart of accounts so your reports are meaningful, not generic templates.
If your books are behind or were handled by someone without dental experience, we review them at no cost and tell you exactly what needs fixing.
Yes — we deliver organized, GAAP-compliant financials so your CPA files without extra cleanup hours. We don’t file taxes or give tax advice.
We reconcile insurance remittances and patient payments against your production reports monthly and maintain both cash and accrual views so you can see earned vs. deposited.