Accounting Services

Stop Being a Bookkeeper

If you are like most of our clients, you have come to realize that running a successful dental practice is not just about being a great dentist but also about being a smart business owner. You may have thought you would save money by doing your own bookkeeping and that it would give you ultimate control over your practice finances; in reality you are probably overwhelmed and practice finances are out of control.

Consider these questions:

  • Are you spending hours and hours entering transactions in confusing software which must be constantly updated and backed up?
  • You can't ask for help because you don't want the staff to see your financial statements?
  • Every time your spouse helps it seems like all you do is argue?
  • The reports you print are confusing and still don't explain why it looks like you are making money even though you have no cash in the bank?
  • At year end, when you turn over all your hard work to your accountant, he says it's all wrong and charges you a small fortune to fix it?
  • You are completely overwhelmed and it seems impossible to catch up?
  • You’re frustrated because you’re working more hours than ever but your production is not increasing?
  • Your clinical skills are slipping as you spend more and more time becoming a glorified bookkeeper?

If you answered "yes" to any of these questions, we'd like to introduce you to our accounting services.

Accounting Service Plans

All of our accounting service plans provide the following benefits:

  • Accurate financial statements that are custom designed for your practice.
  • Entry of all your transactions into our software. We handle all of the input. You save on software and hardware costs. 
  • Backup all of your data for seven years on our secure servers.
  • Tax basis financial reporting so that your tax returns can be prepared accurately. We provide tax services as well and would be happy to do your returns and offer discounts for clients who bundle services.

Make More Money

We take care of your bookkeeping so you have more time to focus on dentistry and building your practice. How much do you produce per hour? Multiply that by the number of hours you will save by allowing us to do your bookkeeping. You will never make more money by doing less dentistry.

Gain Insights

Our custom formatted financials highlight  problem areas and we meet with you to make sure you understand them. You will gain insights that you never saw before because you were buried too deep in the numbers

Plan Ahead

Our financials allow you to plan ahead for taxes, give you the opportunity to finance new equipment or refinance your practice loans,  avoid conflicts among owners and spouses, derive more value while working with dental consultants, and defend your tax returns when you are audited.

We have multiple accounting service plans from which to choose based upon your needs and/or your budget. We find that clients prefer fixed monthly plans so that they can budget accordingly and don't fear that our clock is running endlessly. 

  • Annual
  • semi-annual
  • quarterly
  • monthly
  • Outsourced cfo

Annual Accounting and Tax Service Plan


​This service plan is designed for dentists who want their accounting done right but need to keep their monthly fees at the bare minimum. Dentists on this plan are comfortable making their estimated tax payments based on federal and state safe-harbor rules (i.e. current year tax payments are calculated based on prior year taxes). Note: Dentists should only choose this plan if they know they will not need interim financial statements for any reason during the year (since this plan only includes one annual financial statement).   

Features of this plan include:

  • Bookkeeping and accounting services during the year
  • One (1) Tax Forecast for practice income in fourth quarter of every year
  • One (1) meeting in fourth quarter of every year to assess projected income and discuss our year-end tax planning recommendations
  • Issuance of (1) annual compiled financial statements after year-end books are closed
  • Preparation of Forms 1099 by January 31st after year-end books are closed
  • Preparation of Form 571L by May 7th after year-end books are closed
  • Tax services available to you at 40% discount
  • Telephone and email communications with you throughout the year

$450 Per Month

Are you ready to schedule your free consultation?