Monthly Services

Monthly Bookkeeping

- Monthly transaction categorization and posting

- Bank and credit card reconciliations

- Revenue and expense tracking

- Monthly financial statements (P&L, Balance Sheet)

- Accounts payable and account receivables

- End of year financial reporting for tax prep

Add on services:

- Payroll processing through third-party source

- Clean up bookkeeping

Below are dental office specific services that can be offered in addition to monthly bookkeeping services:

Budgeting and KPI Tracking

- Collection ratio tracking

- Payroll percentage monitoring

- Overhead percentage analysis

- Hygiene and provider production ratio

- Monthly KPI comparison

- Ongoing advisory-support

Dental Practice Specific Add On Services:

- 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