Monthly Bookkeeping and Financial Reporting

Custom Training Tailored to Your Office's Needs!

We provide personalized monthly bookkeeping and financial reporting training, designed specifically for the unique requirements of your dental practice.

Managing finances in a dental office can be complex, but with the right tools and knowledge, you can make bookkeeping effortless and error-free. Unlike traditional pre-recorded courses, our courses are taught live by a skilled Dental Controller who has years of experience in the field. Courses included:

Bank and Credit Card Reconciliation

Ensure all transactions are accurately recorded for precise financial tracking.

Financial Reports

Receive comprehensive Balance Sheets and Profit & Loss statements tailored to your practice.

Cash Balance Management

Maintain accurate cash flow and promptly detect any discrepancies.

Year-End Statements

Get support with accurate and timely year-end financial reporting.

Performance Insights

Analyze financial trends to identify areas for improvement and growth.

Staff Training

One-on-one live training sessions with your team to ensure accuracy

Introduction to Dental Bookkeeping

In this live course, taught by an experienced Dental Controller, you’ll learn:

  • The fundamentals of dental bookkeeping, including key terms and concepts.
  • Common bookkeeping mistakes to avoid and how to troubleshoot them & how to organize your practice’s financial records and keep them up to date.
  • Essential tools and software for efficient dental office bookkeeping. Interactive Q&A: Get real-time answers to your questions from our expert Dental Controller.
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