Services — Entry 01
Big-Firm Depth · Practice-Sized Fees
Books closed by the 10th. Every month.
Clean, current books are the floor of every good decision in your practice. We keep them reconciled, dental-coded, and closed on a schedule you can set a watch to.
What's Included
Every engagement is scoped in writing at the diagnostic — this is the standard shape of the work.
Every bank, credit-card, and loan account reconciled monthly — no mystery balances.
A dental-specific chart of accounts, so overhead categories actually mean something.
The monthly close, finished by the 10th, with a plain-English report you can read between patients.
Production and collections tied out against your practice software — the books agree with the operatory.
Accounts-payable oversight: what's due, what's duplicated, what's quietly creeping up.
Year-end handoff that takes hours, not weeks — because January isn't a forensic project anymore.
Built For
Practice owners who are done doing the books at 10 p.m. — or done wondering whether the person doing them knows what hygiene comp should look like.
Fair Questions
Can you take over mid-year? +
Yes — we reconcile the year-to-date first so the handoff is clean, then pick up the monthly rhythm. A mid-year start usually settles into rhythm by the second close.
What software do you use? +
QuickBooks Online, connected to your bank feeds and read alongside your practice management software's production reports. If you're on desktop QuickBooks or spreadsheets, migration is part of the clean-up.
The Next Entry
Free · 30 Minutes · No Obligation
One conversation about your numbers.
Book the diagnostic: thirty minutes, your last P&L, and a straight read on where the money's going — with a practice-sized quote if you want one.