Dental Accounting Service Packages

Reliable financial records, powerful reporting, and CFO-level strategy — tailored specifically for dental practices at every stage of growth.

Bookkeeping Services

Best for new practices or small offices that need reliable financial records and compliance

$ 800-$1,200 / Monthly
  • Core Accounting Services
  • Monthly bookkeeping and general ledger maintenance
  • Bank and credit card reconciliations
  • Accounts payable tracking
  • Accounts receivable monitoring
  • Payroll coordination with payroll provider
  • Chart of accounts maintenance (dental-specific)

  • Financial Reporting
  • Monthly Profit & Loss statement
  • Balance sheet
  • Cash flow summary

  • Compliance Support
  • Preparation of financial records for CPA tax filing
  • Year-end close and accountant coordination

  • Administrative Support
  • Vendor payment tracking
  • Expense categorization
  • Basic QuickBooks / accounting system maintenance
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  • Ideal For
  • New dental startups
  • Solo dentists
  • Practices under $1M revenue
Popular

Dental CFO Services

Best for growing practices that want financial visibility and profitability management

$ 2,500-$4,500 / Monthly
  • Advanced Financial Reporting
  • Monthly Dental KPI Dashboard
  • Production vs collections analysis
  • Department-level performance (hygiene vs doctor production)
  • Revenue cycle analysis
  • Practice Performance Monitoring
  • Production per provider tracking

  • Financial Reporting
  • Hygiene department profitability
  • Overhead ratio and net profit margin
  • Case acceptance rate monitoring
  • Accounts receivable aging and insurance reimbursement trends

  • Cash Flow Management
  • Monthly cash flow forecasting
  • Working capital analysis
  • Vendor payment optimization
  • Debt and loan monitoring
  • Strategic Financial Advisory
  • Monthly financial review meeting with owner
  • Budget development and monitoring
  • Financial scenario modeling
  • Cost reduction recommendations
  • Profitability improvement strategies

  • Operational Financial Support
  • Staff compensation analysis
  • Insurance reimbursement analysis

  • Ideal For
  • Practices generating $1M – $3M revenue
  • Multi-doctor practices
  • Growing dental offices

Dental CFO Services +Taxes

Best for growing practices that want financial visibility and profitability management

$ 4,000-$7,000 / Monthly
  • INCLUDES ALL CFO SERVICES PLUS
  • Business tax returns (S-Corp 1120S, Partnership 1065, Sole Proprietor Sch. C)
  • Owner personal tax return (Form 1040)
  • Depreciation schedules for dental equipment
  • Electronic filing and tax documentation

  • Common Deductions Reviewed
  • Dental equipment and technology
  • Office rent and utilities
  • Dental supplies and lab expenses
  • Staff payroll, benefits, and continuing education
  • Professional insurance and marketing expenses

  • Ideal For
  • Practices generating $1M – $3M revenue
  • Multi-doctor practices
  • Growing dental offices

Ready to hire a great team?

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