There is more to our profession than “dropping numbers in boxes”

There is more to our profession than “dropping numbers in boxes” and filing tax returns once a year. We are more than your average accountant, CPA, EA or Bookkeeping professional. We pride ourselves in our bench of knowledge, client obsession and proactive approach. We are students of the business of dentistry. Through working with only dentists and staying up-to-date with compliance rules, best business practices and industry trends, we are able to consult with our practice owners and help guide them to greater financial success.

Not all CPA’s are created equal. We focus on business, specifically the business of dentistry. We also work with high net-worth family groups and real estate owners through our affiliated company, Benton Bray PLLC. Through this experience, we are able to bring an extra layer of advisory and estate planning to our engagements. We are fortunate to have curated an awesome team of accounting professionals. We collaborate daily and are always working hard to level up our skills and knowledge base.

We build communication into our engagements and perform a mid-year and year-end tax projection so there are no surprises. We are also available as-needed to additional business advisory meetings. If we also partner with other industry consultants to support our clients.

If you are ready to take your practice to the next level, contact our team to schedule an intro Zoom meeting to discuss.


Kevin manages marketing, business development, and customer success for Dental Accounting Professionals LLC & Benton Bray PLLC. He is highly analytical, creative, and forward thinking in his approach to working with clients. His background is in commercial real estate with a focus in dental office leasing and investment sales. Kevin’s passionate about investing for the future and implementing new technologies to streamline outdated workflow processes to increase bottom line results.  

Follow Kevin J. Bray on LinkedIn

Let’s face it. Did you go to dental school to do bookkeeping?

I would imagine (and hope) your answer is “No.”

Let’s face it. Did you go to dental school to do bookkeeping?

I would imagine the answer is “No.”

You should be focusing your time on the profit generating aspects of your business. Your hourly bill rate is better spent chair-side with patients. Leverage our team to take care of the numbers and compliance headache for you. Let us simplify your accounting workflow process.

And no… you should NOT hand over your bookkeeping to a “trusted” employee. This opens the floodgates to potential fraud & embezzlement and adds an awkward dynamic to the team when one staff member has a window into your financial world. You should keep these details private.

Can you do it yourself? maybe. Can your spouse figure it out the basics of posting expenses? probably. Chances are there will be reconciliation errors or missed fillings… we see this all of the time. We are the problem solvers at the end of the year. Why not chase perfection throughout the year? Having a clean set of bookkeeping records is important to understand the financial health of your business.

I preach this all of the time to business owners. You should surround yourself with experts so you can be on a “Need to Know” basis to have more time to focus on what’s important (being chair-side with patients). Stop the DIY mindset. Leverage is key to exceptional financial results in your business. Leverage our team so you can gain more time back in your day, month and year to focus on leveling up your practice.

Ready to get started? Schedule time with our team to discuss next steps.


Kevin manages marketing, business development, and customer success for Dental Accounting Professionals LLC & Benton Bray PLLC. He is highly analytical, creative, and forward thinking in his approach to working with clients. His background is in commercial real estate with a focus in dental office leasing and investment sales. Kevin’s passionate about investing for the future and implementing new technologies to streamline outdated workflow processes to increase bottom line results.  

Follow Kevin J. Bray on LinkedIn

Dental Practice Fraud: How It Happens & How to Discourage It

According to an American Dental Association survey, one in three dental practices will experience some form of employee fraud or embezzlement during their lifetime. Dental office fraud occurs more often than it should, and is often the product of poor or non-existent internal office checks and balances, too much autonomy and authority given to one specific employee, lack of oversight by the practice owner, and failure to prescreen employees adequately.

Common Types of Employee Embezzlement:

Skimming Cash

Petty cash or the occasional payment from a patient is often the first asset that a fraudulent employee targets to see if they can steal money without being detected. Fraudulent employees rationalize their misdeeds; i.e., “I am underpaid” or “the doctor makes more than enough money.” $10 turns into $100, and that turns into thousands. It is not uncommon for a fraudster to increase the magnitude of their theft as time goes on. They get braver, bolder, and feel invincible.

Deleting or Altering Transactions

Once a fraudulent employee perfects their scheme to steal money from the practice, they need to cover their tracks in the patient management system (PMS). In other words, they need to show that a payment has been made in order to clear the accounts receivable. This can be done by adjusting or deleting activity in the PMS.

Modifying Patient Checks

Patients typically pay their portion of fees on the day of service, either by credit card or by check. One fraud scheme involves a fraudulent employee telling the patient to leave the “pay to the order of” section of a check blank because they have a stamp. The stamp would be made out to the fraudsters’ own bank account using a “business-like name” that wouldn’t raise any suspicions from the patient. Without internal checks and balances that reconcile the PMS activity to actual bank deposits, this scheme goes undetected.

Refunding Patient Credits

Offices typically estimate and collect the patient’s portion of fees on the day of service and when the EOB clears; it is not uncommon for patients to have nominal credits in their account. This fraud scheme involves a fraudulent employee processing these nominal patient credits as refunds to their own credit card. Patients may not be aware that they have a nominal credit and never inquire about it. Without oversight, no one is the wiser and the fraudulent employee has successfully stolen money from the practice.

Unauthorized Expenditures

Offices commonly give a key employee (office manager) a business credit card to pay practice expenses as they arise (dental supplies, lab bills, utilities, etc.). Some offices even give that employee signature authority on the business checking account. Without oversight or protocols that are designed to monitor the practice’s financial affairs, a fraudulent employee can pay personal expenses and simply post those transactions like any other legitimate business expense.

We provide all of our prospective client’s with our Fraud Monitoring Checklist. Contact our office to learn more! info@dentalaccountingpros.com 

Originally posted July 3rd, 2017. Updated July 21st, 2020.

Every time we meet with a new practice owner who is in the process of a dental transition or start-up, we ask them who is on their professional team. You should have a go-to team of dental industry professionals working with you toward your business success.

Every successful Dental Transition or Start-Up has a team of professionals behind it:

Buyer-Rep/Dental Practice Consultant
Your Buyer-Rep helps you learn the process of buying a practice and fields initial purchase or start-up opportunities. Your practice consultant is your business coach and helps you identify and implement business improvement initiatives. Your coach offers expertise on best business practices – operating systems and protocols – that drive improved results in the key operating functions of your practice such as scheduling, recall, case presentation, etc.

CPA
Your CPA fills the role as one of your key business advisors, guides you on structuring your taxes to pay no more than required, and handles your tax filings in a manner that keeps you out of trouble with the IRS. Your CPA helps with the cash-flow analysis on a transition and works in tandem with your buyer-rep, attorney and dental banker to help get the deal done. You should engage with an accounting firm like ours to help set up your accounting systems and payroll about two weeks prior to closing. We recommend Gusto: https://gusto.com/partners/invite/dental-accounting-pros

Dental Banker
Your banker coordinates your financing needs for acquisition or start-up funding, real estate purchases, new equipment loans, and operating lines of working capital. Dental bankers are experts at matching loan structures to the funding need, and many times, act as a key business advisor.

Attorney (With Dental Transition or Start-Up Experience)
Your attorney is instrumental in making sure your contracts for acquiring a practice or real estate, employing an associate doctor, adding a partner, leasing a clinic facility and so forth are structured to protect your interests and safeguard your business.

Real Estate Broker
Commercial real estate brokers help negotiate a new lease, renewal or purchase of real estate for your dental practice. Most tenant-rep brokers are paid by the landlord when representing you (the tenant) on a new lease or renewal. They know what lease rates should be and what market concessions you should be getting in the deal. These terms are always changing as market forces change, which is why it’s important to enlist the services of a qualified broker.

Dental Accounting Pros helps with organizing your accounting systems and setting up payroll prior to acquiring or starting up your new practice. We work in collaboration with Benton Bray PLLC to offer tax services, business advisory, and continuing education.

Need help with your transition, start-up or need quality accounting services? Schedule an intro Zoom meeting with our team to discuss next steps.


Kevin manages marketing, business development, and customer success for Dental Accounting Professionals LLC & Benton Bray PLLC. He is highly analytical, creative, and forward thinking in his approach to working with clients. His background is in commercial real estate with a focus in dental office leasing and investment sales. Kevin’s passionate about investing for the future and implementing new technologies to streamline outdated workflow processes to increase bottom line results.  

Follow Kevin J. Bray on LinkedIn