Monthly Bookkeeping
Bookkeeping Services for Dentists
BOOKKEEPING FOR PRACTICE OWNERS WHO WANT TO IMPROVE THE FINANCIAL SUCCESS OF THEIR BUSINESS.
Did you go to dental school to become a bookkeeper?
No you did not… so why do you try to DIY?
Your time is better spent focusing on your core business activities (delivering dental care to your patients).
We are more than your typical bookkeeping and accounting firm . . .
. . . Our team spends hundreds of hours each year studying and discussing the tax code and tax planning strategies to best serve our dental clients
We handle all matters of dental practice tax compliance . . .
. . . Along with monthly posting & reconciling of accounts our bookkeeping time helps prepare and file Department of Revenue Excise Tax Filings, City B&O filings & More!
We will help you transition payroll providers!
- For new or existing clients who want to use Gusto Payroll. Signing up for Gusto with this link will automatically connect your Gusto business account to our Gusto team account.
Faq
Your Questions Answered
We’ve been working with dentists for over three decades. We understand the business mechanics that make a practice profitable. We take care of the accounting compliance headache and offer dental business advisory in the form of one-on-one meetings and webinars so you can focus on running your practice more efficiently. A Generalist doesn’t understand the profit levers of a dental practice like we do.
We often help with catch-up bookkeeping work when onboarding a new client. We can take care of this at our hourly bookkeeping rate. This is invoice separately from our fixed monthly service fee.
We currently work with over 400 dental practices for annual tax & monthly bookkeeping services. On top of that we help an additional 20 dentists on average through the buyer-rep practice acquisition process, start-up or sale every year.
We have been working with dentists since 1989.
Yes. All of our engagements are annual contracts due to the nature of our project work. We use Practice Ignition for our proposals and billing. You will need to e-sign an engagement prior to us working, but we can part ways at any time. If there is unbilled project work that has been complete, we will invoice you the remainder of the fee. Likewise, if there is a credit on your account, we will refund you the fee.
Navigate to our contact page to book time with one of our client advisors or email Kris at the front desk: Mail@cpa4dds.com. After an initial discovery call and review of prior year tax information, we will follow up with a detailed service plan proposal for review.
Cloud accounting is the future. Using QuickBooks Online allows you and our team to access and work on your bookkeeping in real-time. We can also sync other online applications like payroll (Gusto, ADP, QBO, etc.) and advanced business analytics apps like Fathom; which saves you time to focus more on delivering. your dental services.
We typically reply to your email or phone call within one business day. Pre-COVID you could typically call our office and get in touch with a CPA same-day to answer your business or tax question. We strive to provide an open line of communication between our team and our dental clients.
Anytime! We are onboarding clients through out the year. Please note we do take an onboarding pause between February 15th – April 15th every year due to tax season.
