Meet Our Team
We dream of helping dentists to better understand their financials.
Hey! I'm Sona Wegner, the Chief Visionary of Bookkeeping for Dentists.
In 2013, I left the tax-machine dental CPA firms behind to give dentists better bookkeeping. Although taxes are important, I felt I could help dentists even more by showing them how to use their financial reports to improve practice performance, not just taxes.
One of the most effective strategies in my bag of tricks was the way I benchmarked all of our clients against each other, apples to apples. However, in doing this, it meant updating miles of spreadsheets and manually loading the numbers in again and again after each month ended for each client. (Not gonna lie - pretty tedious!)
There were no tools online that would do this for us or give my clients real-time numbers to follow. So I said, fine, I'll just make one myself - and in 2016, I brought Practice Overhead (our benchmark application) to life.
The benchmark application, in combination with our daily bookkeeping, has made understanding the numbers infinitely easier for our clients, and it didn't take long for us to grow over 200 practices organically.
So even though we have grown from just lil' old me doing all the bookkeeping to a team of us and 200+ practices, we stick to the same values that have guided us since the very beginning, and I never forget this whole thing started because dentists needed better financial reports they could really understand.
MBA, and Chief Visionary