FAQ – Medical & Dental Bookkeeping

Common questions and answers about our medical & dental bookkeeping.

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Frequently Asked Questions

Yes. We support solo practitioners, group practices, dental offices, and clinics with specialized bookkeeping tailored for healthcare needs.

We work with private practices, dentists, chiropractors, therapists, urgent care centers, and other healthcare providers across the U.S.

Yes. We reconcile incoming payments from insurance carriers, patient co-pays, and billing systems to ensure your books match actual deposits.

Absolutely. We can set up category or class tracking to show profit by service (e.g., cosmetic dentistry vs. general care), helping you analyze margins.

We work with QuickBooks Online, QuickBooks Desktop, and Xero. We also help integrate data from billing software like Kareo, Dentrix, or SimplePractice.

Yes. While we don’t access patient health data, we treat all practice financials with strict confidentiality and use secure, encrypted document handling.

Yes. We offer catch-up and cleanup services for practices that have backlogs, insurance deposit gaps, or unclear expense records. See cleanup services

Yes. We support both cash and accrual methods depending on how your practice tracks revenue recognition and tax filing preferences.

Yes. We provide CPA-reviewed books every month and coordinate with your CPA for tax filings, audits, or business planning.

Most healthcare practices start around $200–$300/month, depending on complexity and insurance activity. View pricing

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