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

​

​

​

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