We do your dental practice bookkeeping with overhead % benchmarking.
We do bookkeeping for more than 200 practices, providing exactly what your CPA needs for tax preparation each year, while it's also designed special for comparing your overhead against peers.
Sona Wegner, MBA, CEO
Easy to understand 👏
Don't just get your numbers, but learn to understand them.
We provide you with regular financial statements, but we also give you the tools to understand what those numbers mean in the simplest terms.
Minimalist approach to financial reports to keep them simple and readable.
Overhead percent benchmarking to compare your spending to your peers, so you can always know where you stand.
Dashboard with graphs and color coding for the dentists who understand better with visuals.
How it works in 3 steps
You just pay your practice bills, and run your payroll. We do the rest.
Educated Dedicated Bookkeeper
You will continue to pay your own bills and run your payroll, while you get an educated, dedicated bookkeeper who keeps track of all that financial activity in your business accounts daily. Keeping it organized special for dental benchmarks and your CPA's tax prep.
We streamline the bookkeeping process so that you can focus on more important things while your numbers are just magically done without your involvement. Any transactions we need clarification on to categorize correctly, we will put those to the side as we categorize daily, then list those transactions in an email to ask you - once per month, totally minimizing interruptions to you or your office manager.
Compare your practice to others (%)
A large part of the magic in Bookkeeping for Dentists™ is how we do the bookkeeping special for comparing dental practice overhead with dental benchmarks. We have our own technology that compares your overhead percentages against the averages of our clients.
Your Online Dashboard
Compare yourself to peers
Your QuickBooks account is connected to your online dashboard where it automatically calculates your practice overhead percentages, as we update your bookkeeping every few days.
Find areas for improvement
Our platform will automatically break down your spending into essential dental categories that show you areas where your dental practice overhead is higher or lower than your peers.
Monitor your progress
With a dashboard of graphs showing month-over-month and year-over-year, it's easy to make changes in your practice and get a visual of how you're doing with each move by monitoring the trends.
Bring your own CPA
We working with all CPAs. We will provide everything your CPA needs at tax time.
We don't do any taxes, but we work with 100's of CPAs each year who do. We are happy to work with any CPA you choose. We will provide them access to your bookkeeping in QuickBooks Online, then they can monitor your numbers as the year goes, and also access the financial reports for tax time.
We work with over 200 dental practices. Our clients are not just clients, but our family too.
Johnny Kuttab, DDS
Everything changed after joining Bookkeeping for Dentists in 2015, such as ease, efficiency, accuracy, and accountability. Outsourcing the bookkeeping made us realize the most crucial aspect of what we do isn't the accounting, but what we do with the numbers when we get them from the bookkeepers who hand it all to us and the accountant, on a silver platter. Making Bookkeeping for Dentists™ part of our daily systems has multiplied our efforts. They run things like a well-oiled machine, which is exactly what you want to build a profitable practice.
Dr. Adrienne Hedrick, DDS
I’ve been using Bookkeeping for Dentists since 2016 and absolutely love working with them. Prior to working with them I did all of our bookkeeping myself. Having a dedicated expert do it for us has saved me a tremendous amount of time. As a result I’ve had much more time to help patients, which has increased revenue. Plus, it’s terrific how they pay so close attention to detail and categorize everything correctly. They’ve taken great care of us and I really can’t say enough good things about them.”
Dr. Michael Bryant
I've been with Bookkeeping for Dentists since 2013. Sona and her team have put order into my practice and has shown me areas I can improve. What I like the most is Sona will not hesitate to tell me the things I don't want but need to hear. And her dental benchmark software that shows me how I compare to other orthodontic practices is incredible. I am beyond pleased I started working with Bookkeeping for Dentists eight years ago!
Dr. Peter Katris
We found that by using Bookkeeping for Dentists, our records were kept so much more efficiently and our office manager had much more time to attend to other matters.
Ahmed Salem, DDS, MBA, MClinDent
I have been with Bookkeeping for Dentists LLC since 2014. They do my bookkeeping for all locations and I have never been more at ease with how they handle everything. One of my favorite parts is the dashboard they made. It shows my averages compared to the national averages for all dentists and the real life averages of the other dentists working with Sona. I look forward to working many more years with them.
Dr. Timothy Lonergan
My biggest challenge was staying organized and up to date. I had been using old school Quickbooks Desktop for years and doing my own books. As Sona can attest, I had things placed in incorrect categories, was several months behind in balancing my statements, and just really had no idea of my profitability. Sona's team is a lifesaver! They save me so much time and give me peace of mind. Do yourself a favor and sign up with Sona's company now! I wish I had done it sooner.
Meet our growing family
You'll work with one dedicated bookkeeper, and they have a team of support behind them.
Every bookkeeper on our team is required to have a 4 year accounting degree, and minimum of 3 years CPA firm experience.
We spend 2-3 months training each bookkeeper before they officially begin, to make sure they are awesome at what they do.
Our Chief Learning Officer is dedicated full-time to helping the bookkeepers consistently improve and develop their expertise as dental bookkeepers.
What our service includes
Our service is perfect for both established and start-up dental practices.
We do bookkeeping from beginning to end, so the books are tax-ready for your CPA and they will have very few adjustments to make for tax preparation each year.
Included in our services:
Starting QuickBooks account from scratch
Maintenance of General Ledger
Prepare and post adjusting journal entries
Verify and record new loan documentation
Record allocations of credit card liabilities
Employee earnings records tied to payroll reports
Bank Reconciliations and all transaction entries
Interactive monthly financial reports on demand
Practice overhead percentage calculations
Overhead expense comparison to peers
Overhead dashboard access and support
Services we don't offer:
No tax preparation
No bill pay/check writing
No day sheet/practice software reconciliations
No running payroll