Monthly Bookkeeping and Financial Reporting

Managing your financial health requires careful attention, and we excel in delivering accurate and efficient bookkeeping services. Our monthly bookkeeping includes:

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

Essential Package

Office Annual Revenue
$0 - $600K
Price: $499 / mo

Signup
  • Monthly Bookkeeping: Accurate tracking of all expenses and revenue.
  • Financial Statements: Monthly profit and loss statements, balance sheets, and cash flow statements.
  • Email Support: Support for any bookkeeping questions or issues.

Professional Package

Office Annual Revenue
$600K - $1.5M
Price: $799 / mo

Signup
  • Everything in Essential Package, plus: -Insurance Claims Tracking: Basic tracking and reporting of oustanding insurance claims .
  • Training Webinars: Access to monthly webinars on bookkeeping best practices and financial management.
  • Verifying Insurance Training: Training for new team members

Comprehensive Package

Office Annual Revenue
$1.5M- $2.5M
Price $1,199 / mo

Signup
  • Everything in Professional Package, plus:
  • Insurance Claims Training: Training sessions for new staff on handling insurance claims.
  • Treatment Plan Training: Training for staff and new grad dentists on creating and managing treatment plans.

Enterprise Package

Office Annual Revenue $2.5M +
*Consultation needed for price

Consultation
  • Everything in Comprehensive Package, plus:
  • Dedicated Bookkeeper: A dedicated bookkeeper assigned to your practice for personalized service.
  • Multi-Location Support: Bookkeeping and financial management for up to 3 locations.
  • Advanced Training: Comprehensive training for staff and new grad dentists across all locations