09:00am – 6:00pm EST

Monday to Friday

09:00am – 6:00pm EST

Monday to Friday

Packages

We offer a variety of bookkeeping services, including but not limited to:

Classic Package for Dental Practitioners

Properly done bookkeeping gives you a clear picture of your business’ financial health. It helps you with business decisions, helps you maximize your profits by highlighting the areas your business needs improvement on, saves you on taxes by ensuring you don’t miss out on deductions. You save on costs you pay to your CPA to do your taxes. Most of all, you get a piece of mind because your books become audit proof with the paper trail electronically stored for all transactions. And the list goes on.

 
  • Setting Up your business in Quicbooks Online
  • Managing your Quickbooks Online and Hubdoc subscription
  • Maintenance of General Ledger
  • Classification and recording of financial activities
  • Posting adjusting entries and closing the books
  • Updating depreciation and asset purchases
  • Recording employee earnings
  • Monthly preparation of financial statements
  • Monthly loan reconciliation
  • Monthly reconciliation of bank accounts
  • Unlimited document storage
  • Unlimited email support and unlimited phone consultation

Premium Package for Dental Practitioners

Properly done bookkeeping gives you a clear picture of your business’ financial health. It helps you with business decisions, helps you maximize your profits by highlighting the areas your business needs improvement on, saves you on taxes by ensuring you don’t miss out on deductions. You save on costs you pay to your CPA to do your taxes. Most of all, you get a piece of mind because your books become audit proof with the paper trail electronically stored for all transactions. We suggest the premium package for established dental practice owners who would like to gain a deeper understanding of their business’ financials and who would like to benefit from benchmarking reports and overhead calculations.

Everything Included in the Classic Package PLUS the following:

  • Monthly expense reports
  • Expenses by vendor summary report
  • Report of expenses paid by account
  • Monthly overhead calculations
  • Benchmarking report

Your investment

We don’t require you to sign a long-term commitment as we strongly believe that you should only stay with us if you are happy with our services. Bookkeeping expenses including our fees and the bookkeeping software subscription prices are tax deductible business expenses.

Our fee structure is very simple. We charge a flat fee of $250/month for classic bookkeeping services and a fee of $300/ month for premium services. We do clean-up work at a discounted price if your books are not up-to-date or your transactions are recorded wrong. Please contact us with any questions you might have.

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