FAQ – Bookkeeping for Dentists

Common questions and answers about our bookkeeping for dentists.

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These FAQs are written for dental practices, orthodontists, oral surgeons, and dental office managers looking to streamline financial operations while remaining compliant and tax-ready.

Frequently Asked Questions

We support general dentists, pediatric dentists, orthodontists, endodontists, oral surgeons, and cosmetic dental practices.

Yes. We customize your chart of accounts to track procedures, departments, or individual providers for detailed financial insights.

Yes. We offer consolidated and location-specific reporting for DSOs and multi-location practices.

We reconcile patient payments, insurance reimbursements, and financing or payment plans to maintain accurate records.

Yes, we work with exports and reports from major dental platforms to align production and collections with financial records.

Yes, we distinctly track clinical income and retail product sales for clearer financial reporting.

Yes. We categorize lab work, dental supplies, and vendor payments to help track margins and control costs.

Yes, we reconcile payroll and track production-based compensation, bonuses, or fixed salaries for associates.

We provide fully categorized, CPA-ready books with detailed summaries for tax filing and audits.

Yes. We reconcile all payment forms, including third-party financing and in-office membership plans.

You’ll receive monthly profit & loss, balance sheet, and cash flow statements, plus custom tracking by provider or service type.

Yes, we assist with budgeting models and track monthly collection and expense trends for better financial planning.

Yes, we assist with chart of accounts setup, system implementation, and workflow design for new practices.

Pricing depends on transaction volume, number of providers, and locations. Most single-office practices fit within our base or mid-tier plans.

Schedule a free consultation with our onboarding team. We’ll learn about your office structure and connect you with a dedicated bookkeeping specialist.

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