Yes. Typically we are a phone call away. If we miss you, we typically reply within one business day.
However, here are 5 reasons a dentist-specific bookkeeper is better for a dental practice:
Yes. However, we hope that you'll be a monthly client after catchup.
No, if you are signed up for bookkeeping services only.
You don’t need bookkeeping software if we are doing bookkeeping for you. You don't need to signup for QuickBooks online or Xero. We use an internally developed software for bookkeeping.
The first time we finish the financial statements, we will have a meeting with the dental practice owner/spouse to help you understand them. This is an accounting crash course and helps dentists undertand accounting as related to their business.
After that, it’s on an as needed basis to answer any financial statement related questions.
We’ll go over the financial statements and answer any questions you may have related to the financial statements.
Special Reports: We’ll go over the financial statements. We’ll review how the dental practice progressed from a revenue standpoint, discuss Overhead Ratios and Bench Marking Analysis. Areas of improvement.
Certainly, if you are signed of for Tax Projections and Planning add on.
Answering tax questions requires expertise in taxes and a good understanding of an individual’s tax situation. Hence, we limit answering tax questions to only clients signed up for Tax Planning and Projection add on.
Additionally, when preparing tax returns individuals always want to (and always should) aim to pay as little taxes as possible and avoid surprises. In our experience this is close to impossible on a consistent basis without Tax Projections and Planning add on.
We apologize for being stringent about this.
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