What’s included in dental bookkeeping?
The records, reconciliations, and reports behind organized practice finances.
Start with a clear scope
Identify which accounts and periods are included, what information your office supplies, who approves changes, and what reports you receive. Payroll, tax returns, and historical cleanup should be explicitly included or quoted separately.
Reconcile the money coming in
Patient payments, insurance deposits, and other receipts need to be matched with the available records. Differences should be identified and followed up.
Organize the money going out
Lab bills, supplies, rent, software, wages, and other expenses should be consistently categorized. Keep supporting invoices and receipts connected to the transactions.
Know what you receive
Agree on the reporting routine and how unresolved questions are handled. Bookkeeping should give you an understandable picture of your practice.
Focus on your patients.
Let’s talk about your books.
Tell us about your practice and the support you need.