Production looks strong; collections lag
PPO write-offs, patient portions, and refunds blur the P&L if everything is dumped into “sales.” We keep adjustments and cash collections readable.
Dental practices · remote-first
Books that match how your practice actually runs.Production, collections, and owner pay—clear.
Done-for-you bookkeeping for dental practices—wherever you operate. Essentials $99/month.
Insurance adjustments, lab invoices, supply runs, associate payroll, and owner draws rarely land cleanly in a generic chart of accounts. We set the books up for how a dental office earns and spends—then keep them current every month.
Remote-first bookkeeping & tax · we work with clients across the U.S. · Sentinel Tax
What we handle for dental practices
Concrete bookkeeping work—not a generic small-business template.
Monthly books oriented to how dental offices actually move money.
- Multi-provider payroll & owner drawsAssociate W-2 pay, hygienist payroll, and owner salary vs. distributions coded consistently.
- Lab, supply & equipment spendLab fees, implant kits, supply vendors, and equipment loans/leases reconciled—not dumped into “misc.”
- Hygiene vs. doctor production contextWe use production/collections context you share so PPO write-offs, refunds, and adjustments don’t blur cash reality.
- Patient refunds & revenue hygieneRefunds and adjustments stay readable against collections so the P&L reflects what actually deposited.
- S-Corp reasonable compensation awarenessOwner pay treatment kept consistent for S-Corp practices; tax structuring questions fit a CPA intro or Complete planning.
- Year-end equipment planning hooksBonus depreciation / §179 timing conversations are easier when equipment and loan balances are already clean in the books.
How it usually works / typical pain
Busy chairs don’t automatically mean clear books.
Owner pay and personal charges mix
Owner salary vs. draws, associate payroll, and personal spend on the practice card are among the fastest ways dental books go sideways.
Lab and equipment bury margin
Without structure, lab invoices and equipment notes hide whether the month was profitable—or just busy.
Generic charts don’t fit dentistry
A bakery-style chart of accounts won’t help a lender, broker, or CPA. We structure income and expense for dental operations.
What each plan means for a dental practice
Pick the support that matches your office.
Talk with a CPA first, or start online—soft next steps, no hard sell. Each higher package includes everything below it.
- Quarterly review of your self-kept books
- Bank & credit card reconciliations verified
- P&L and balance sheet checked for accuracy
- Written findings report each quarter
- Tax-ready financial statements at year-end
- Fixes quoted separately — never folded in
For this vertical:
- Monthly books for a leaner practice banking setup (up to 2 accounts)
- Categorization oriented to dental income & expense patterns
- Monthly P&L and balance sheet you can download anytime
- Up to 2 bank & credit card accounts · up to 100 monthly transactions
- Portal, email & messaging
For this vertical:
- Payroll entries from your payroll provider’s reports (associates & staff)
- Equipment / practice loan reconciliation & interest tracking
- Prior-period comparisons + quarterly written financial summary
- Up to 4 accounts · up to 250 monthly transactions
For this vertical:
- Higher volume capacity for multi-account practices
- Business-owner tax planning using your current books
- Practical year-end steps before tax season—including equipment timing conversations
- 4+ accounts · up to 1,000 monthly transactions
Monthly price covers one business entity. Essentials is $99/month. Tax return preparation and meetings are separate. Optional S-Corp & partnership returns start at $299. Cleanup or catch-up work is quoted before monthly service begins. Phone support and meetings are not included in monthly packages; existing clients can request a one-on-one meeting for $99.
Optional business taxes
S-Corp & partnership returns
Many dental practices operate as S-Corps or partnerships. Optional business return preparation starts at $299 per annual S-Corp or partnership return, available with any bookkeeping plan.
$299
Starting at per annual business return
Next step
Not sure which plan fits?
Talk with a CPA free for 15 minutes—or get started online when you're ready. Soft next steps, no hard sell.
Industry FAQ
Before you get started.
Can you work with our practice management / banking exports?
Yes. We start from your bank and credit card activity and the information you provide about how money moves—insurance deposits, patient payments, lab vendors, and payroll. Practice management production reports are useful context; the books stay tied to what actually hit the bank.
Do you track hygiene vs. doctor production inside the ledger?
Monthly packages deliver firm-level financials. Production splits are useful context from your PM reports; we don’t replace your practice management system. If you need custom schedules, we can discuss scope on an intro call.
What about S-Corp reasonable compensation?
We keep owner salary and distributions recorded consistently. Setting or reviewing a reasonable-compensation figure is a tax conversation—ideal for a free CPA intro or Complete plan planning.
Is Essentials enough for a multi-provider office?
Essentials fits simpler banking and lower monthly volume. Multi-provider offices with payroll, equipment loans, and several cards usually land on Plus or Complete. A free 15-minute intro with a CPA helps you choose without pressure.
Give your practice books that match the chair schedule.
Talk with a CPA free for 15 minutes, or start online. Essentials $99/month. Remote-first—we work with clients across the U.S.