Dental Accounting Services.

Accounting, Payroll, and Tax for Dental Practices

We support General Dentists, Pediatric Dentists, Periodontists, Endodontists, Orthodontists, and Oral Surgeons.

Ask us about our monthly packages for dental practices that include 45+ tax strategies.

Our dental accounting services include:

  • A dental-specific Chart of Accounts for your practice financials

  • Cloud accounting with intelligent transaction categorization from our years of working with dental practices

  • Monthly reconciliations of your bank accounts, credit cards, and loans to ensure all the income and expenses have been captured

  • Monthly adjusting journal entries to prepare the books for the tax planning and tax return preparation process

  • Financial and production reports review by a dental CPA

  • Key Performance Indicators designed to educate and inform the practice owner about the health and profitability of the practice

  • Monthly CFO-level reports in layman's terms (no master's degree in Finance required)

Our dental payroll services include:

  • Cloud payroll platform allows your Office Manager to enter hours, change pay rates, track PTO, or update employee details and deductions

  • We assist also with changing pay rates, tracking PTO, and updating employee details and deductions

  • Accountant review of your payroll submission prior to finalizing

  • Owner payroll includes tax strategies custom designed during tax planning

  • Filing monthly, quarterly, and annual payroll tax reports on your behalf

Our dental tax services include:

  • Annual income tax preparation for the practice, individual practice owners, and any other owned entities

  • Two meetings with a dental CPA during the year to review practice updates, Key Performance Indicators and financials, and provide proactive tax strategies to improve the tax outlook for the practice and its owners