Accounting Services for Dentists

Leverage our team of accounting professionals who specialize in servicing the dental industry.  Their extensive domain expertise means that they understand the financial nuances of your dental practice. You can confidently rely on our team to deliver reliable, timely and accurate financial data and reports while you focus on running your business.  Our scalable accounting services ensure that you have the financial infrastructure in place to manage the growth of your dental practice.

How We Help

Accurate financials delivered by experienced professionals

Services customized to your needs - from accounts payable processing to controller-level and part-time CFO services

We can recommend and set up new systems, or work with your existing software

Access to your data, documents and financials anytime, anywhere

All your accounting and payroll processes streamlined to reduce time and increase efficiency

Client satisfaction - guaranteed


Bookkeeping Services

Transactional Activities

  • Vendor invoices weekly
  • Vendor bills approval/payment
  • Bank transactions
  • Credit card transactions
  • Payroll processing


  • Deposits (practice management system vs banks)
  • Bank accounts
  • Credit cards
  • Vendor Statements
  • Receipts
  • Payroll

Accounting System Implementation and Integration

Outsourced Controller Services

  • Review financials
  • Top-down budgeting
  • Adjusting and closing entry preparation
  • Financial statement preparation
  • Working with client’s CPA directly on tax filing
  • Accruals, pre-paids & more...

Outsourced CFO Services

  • Budgeting and forecasting
  • Cash flow and revenue management
  • KPI and report analysis
  • Assistance with mergers and acquisitions
  • Financial analysis and modeling
  • Specialized financial projects

Schedule of Services


  • Practice Management data sourced and available


  • Vendor invoices
  • Vendor bills approval/payment
  • Bank transactions entry
  • Credit card transactions entry
  • Payroll Processing (weekly or bi-weekly)
  • Deposit reconciliation


  • Bank and credit card entry reconciliation
  • Vendor Statements reconciliation
  • Receipt reconciliation
  • Payroll entry/reconciliation
  • Adjusting and closing entry preparation
  • Financials prepared, reviewed and delivered


  • CPA work papers
  • Working with CPA on year-end activities
  • Form 1099 preparation and filing
  • Form W-2 preparation and filing
  • Budgeting and forecasting

Streamlined Processes

Data sourced for reporting is also utilized to make accounting entries for increased efficiency

Sending in the invoices is easy using upload, email or fax