What bookkeeping software do you use?

We use QuickBooks Online for all practices. If you are currently in QuickBooks Desktop, we will export your data to QuickBooks Online and make it pretty.We don't charge extra for moving your bookkeeping into QuickBooks Online.

But it's cheaper if I do the bookkeeping myself

When you use your time for anything that doesn’t contribute to your revenue, you’re losing money and blocking your own success. It took me a painstakingly while to figure this out in my own business. We all have the same number of hours in the day. It’s what you do with it that makes one dentist more successful than another. Don’t waste time on something that you could easily delegate for less and get better results from it. Use your time on the money making tasks or things that make you happy.

Do you pay the practice bills or run payroll?

No, we don't pay your bills or run your payrol. While I understand the importance of delegating payroll and bill paying too, you never want the same person/company doing all three of those tasks. You leave yourself wide open to embezzlement; yes, even when outsourcing to a company or CPA firm because I've seen it happen there too. Use an outsourced payroll service like Gusto, and then have your office manager pay the practice bills with a business credit card. This gives you checks and balances in place for each task because its different people doing them. We will be reconciling and reviewing both the bill payment transactions in your business accounts and the payroll transactions against payroll reports.

Do you reconcile day sheets?

No, we don't check deposits against day sheets. We record deposits exactly as they come in your bank account. Checking deposits against day sheets is something our clients do daily in their practice. If we added this task to our bookkeeping service that didn't need an accounting degree, such as checking deposits against daysheets, we would be watering down the awesomeness of our service and you would be paying a lot more for our time that doesn't provide the same value. Create a simple system/checklist for the end of each day to have someone check the day sheet amounts against your deposit slip, credit card report and bank account. It doesn't need to be complicated.

Do I get the same person doing the bookkeeping?

Yes! You get your very own dedicated bookkeeper. She will be reconciling the books and asking you possible transaction questions at the end of each month. You can also go straight to her for questions just by shooting her a quick email. With that said, we are all working as a team behind the scenes. If your bookkeeper goes on vacation, another bookkeeper or manager will take over temporarily. We also have a manager reviewing the general ledger line-by-line during the year for quality control and making sure our bookkeepers keep learning.

What are the bookkeeper's qualifications?

ALL of our dedicated bookkeepers have a minimum of a 4 year Accounting degree and 3+ years of CPA firm experience as staff accountants preparing tax returns. They are all the best at what they do, and our training never ends. We are constantly improving and educating everyone on our team.

What is included in your services?

Bookkeeping for Dentists is for both established practices or start-ups. 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:

• 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
• Overhead expense analysis
• Interactive monthly financial reports on demand
• Practice Overhead Dashboard access and support
• Gusto payroll support (but we dont run payroll)

What locations do you work with?

Anywhere in the USA We have practices from all corners of the USA such as Alaska, California, Texas, Florida, and even Hawaii. We consider our bookkeeping firm "Location Independent". It doesn't matter where in the USA you're located, we can work with you. No one outside the USA We do not currently work with practices in Canada or outside of the USA and don't plan on adding those locations in the near future.

Can I cancel any time?

Yes, absolutely. It's a monthly contract and you can cancel any time. We will never lock you into our service, and we make sure it's easy to get your data from us should you ever decide to leave. QuickBooks Online subscription ownership transfer: If we are currently paying your QuickBooks subscription on your behalf, we will transfer ownership to you as soon as you decide to leave. The next time you log into QuickBooks, it will ask you for payment information to continue the QuickBooks Online monthly subscription. Then you have full control.