Imagine the feeling of freedom you will have after handing your dental office bookkeeping over to us.

Your problem is...

You, and most dentists, lack time or know-how to keep your practice bookkeeping updated and error free.

 

Then you don’t have the financial reports needed to improve your practice, and ultimately your time.

Clean bookkeeping

Dental Experienced

Simplified Financials

Overhead Dashboard

With us doing your dental bookkeeping, you will always be up-to-date without wasting your time.

No more rookie mistakes

On-demand financial reports

Compare your practice to others

Feel confident that your transactions are being categorized correctly for a dental practice. Not only are we dental experts but all of our bookkeepers have 4-year accounting degrees and many years of CPA firm experience. 

Use your bookkeeping data and financial reports for more than just tax preparation. With online access to on-demand financial reports, you can use the data with your team, your CPA, and your practice consultant.

Discover how you compare in practice expenses against other practices with our online benchmark dashboard. Monitor your trends over time to make improvements and keep more of what you earn. 

We update and streamline your dental office bookkeeping to consistently measure what matters most, so you can improve it.

No more rookie mistakes

Feel confident that your transactions are being categorized correctly for a dental practice. Not only are we dental experts but all of our bookkeepers have 4-year accounting degrees and many years of CPA firm experience. 

On-demand financial reports

Use your bookkeeping data and financial reports for more than just tax preparation. With online access to on-demand financial reports, you can use the data with your team, your CPA, and your practice consultant.

Compare your practice to others

Discover how you compare in practice expenses against other practices with our online benchmark dashboard. Monitor your trends over time to make improvements and keep more of what you earn. 

We update the bookkeeping for 200+ dentists who invest their time in what matters most.

Hands-off

We get "view-only" online access to accounts. You don't send us statements.

Daily Updates

We log into QuickBooks Online and update transactions every few days. You have access.

Less Interruptions

We send you an email once a month with unknown transactions for clarification.

Dashboard

You get access to a dashboard of expense metrics comparing your practice to others.

What our clients say about us.

I have been with Bookkeeping for Dentists LLC since 2013. 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.

Ahmed Salem, DDS, MBA, MClinDent

We found that by using Bookkeeping for Dentists, our records were kept so much more efficiently and our office administrator had much more time to attend to other matters.

Dr. Peter Katris

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.

Dr. Timothy Lonergan

Discover how your practice overhead compares to others in seconds with our own dental benchmark technology.

Compare yourself in seconds

You get access online to our dental benchmark application. Your account is connected directly with QuickBooks and updates data in real-time as we update your bookkeeping every few days.

Find areas for improvement

Monitor your progress

Our platform will automatically break down your spending into essential dental categories that show you where your dental practice overhead is higher or lower than industry averages.

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.

Its super simple to get started

Schedule a call today

Schedule a call and allow us to get aligned around your vision and goals for your dental practice bookkeeping, to be sure we will be the right fit.

Gather 5 items for us

After the phone call, we will send you a simple list of five items to gather for us to get started. We know you're busy with patients, so we make it easy.

We do the rest

When we are finished setting up your bookkeeping, we will show you where to find your metrics with a video recording you can watch anytime, as we keep numbers updated moving forward.

Frequently asked questions

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)
Services we don't offer:
  • Bill pay/check writing
  • Daysheet reconciliations
  • Running payroll (but we offer Gusto payoll suport)




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.





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Bookkeeping for Dentists™ is lovingly run in Cary, North Carolina.

Click here to read our story and meet our team of dedicated bookkeepers. 

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To maintain superior quality in our work, we prefer emails over random phone calls. :)

We hope to empower every practice owner to build a business that provides them freedom, by measuring what matters most.

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