Our Process
You provide the best experience for your patients, pay your bills and employees.
We do the bookkeeping for your dental practice.
Step 1: We get readonly access to your bank/credit card accounts/payroll
You continue to provide excellent patient experience, paying your bills and employees. We enter the activity in our software to track your financial activity. We record it consistent with other dental practices to ensure they are comparable.
Step 2: Your Input
We typically are aware of most vendors. However, sometimes we need your assistance. We reach out to you via phone/email/text each month to get clarifications on some transactions.
Step 3: Financial Package
We upload the financial reports (balance sheet, profit and loss statement, general ledger) to our secure client portal for you to access.