Monthly Services

Monthly Dental Bookkeeping

- Monthly transaction categorization and posting

- Bank and credit card reconciliations

- Dental-specific chart of accounts maintenance

- Review and cleanup of incorrect entries

- Month-end close

- Profit & Loss and Balance Sheet delivered monthly

- Accounts payable and receivable

- End of year financial reporting for tax prep

- CPA- ready books at all times

Budgeting and KPI Tracking

- Collection ratio tracking

- Payroll percentage monitoring

- Overhead percentage analysis

- Hygiene and provider production ratio

- Monthly KPI comparison

Add on services:

- Payroll processing through third-party source

- Insurance A/R management and/or audit

- Monthly Insurance A/R reporting

- Patient A/R audit with support to office staff

- Insurance credentialling due for renewal or for new providers

- Insurance fee schedule review and negotiation