We watch your money!

You’re a dentist. It isn’t easy learning and maintaining the business side of your practice. Then finding, hiring and trusting someone else to do it for you may feel like an even more daunting task. Outsource it to us!

We make sure the books are in order, daily, weekly, monthly taking the surprise out of where your balances truly stand. Every month we make certain that your Dental Software, matches the Bank Statement, matches QuickBooks Profit and Loss (or your accounting software). That’s right, this is completely achievable!


Accounting Software Management (QuickBooks, CBS, etc.)

  • Monthly bank, credit card and Care Credit entry and reconciliation
  • Daily balancing of day sheets and enter receivables into QuickBooks/CBS
  • Bi-Weekly processing and posting of your bills, (psst…we know hand pieces are equipment!)
  • Monthly reconciliation of A/R
  • Monthly reports to professional advisors, PnL and/or Balance Sheet


We take care of your business so you can get down to business!

Additional services available (if desired) for additional fees:

  • We can help new dentists and new offices get started on the right foot.
  • We can attend annual meetings with you and your CPA/accountant
  • We can help train new front desk staff
  • We can set up your office systems and create a customized Standard Operating Manual

 *Customization of services is available to accommodate your needs.

*Please Note: We are not dental consultants, CPAs, or financial advisors. We operate and maintain accurate, reliable, and confidential books for your dental office. We highly recommend that you retain these other professional business advisors, and we will work in concert with them to help protect and grow your dental practice. If you would like recommendations for such professionals, we will be happy to supply references for reputable dental consultants, CPAs, and financial advisors with whom we have worked in the past.


Here's what one of our clients has to say about us: 

Managing Revenue