Frequently Asked Questions About Dental Clinic Bookkeeping

About Our Services:

A: Pricing depends on the size and complexity of your practice. Most clients invest $800-2,500 per month. We provide custom quotes after reviewing your needs. Book a consultation for accurate pricing

A: Yes! We integrate with all major dental software platforms including Dentrix, Cleardent, Tracker, OpenDental, and others.

A: Bank reconciliation, A/R and A/P management, monthly financial statements, associate payout tracking, lab cost reconciliation, and proactive communication about any issues.

A: Absolutely. This is one of our specialties. We reconcile collections, lab costs, and payouts by provider—monthly and at year-end.

About Getting Started:

A: Typically 2-3 weeks from consultation to full onboarding. We handle most of the heavy lifting.

A: Bank statements, practice management reports, previous financial statements, and access to your accounting software. We’ll give you a detailed checklist.

A: Usually not! We work with your existing systems. If we recommend changes, it’s to improve efficiency—never required.

A: We can help. We offer catch-up services to get you current, then maintain your books going forward.

About Compliance:

A: Yes, cosmetic procedures are typically taxable. Restorative procedures are usually exempt. We ensure your practice is compliant with all CRA requirements.

A: We process payroll, prepare T4s and ROEs, and ensure CRA remittances are filed on time. We can handle employees or contractors.

A: We maintain all required documentation for 7 years and ensure your books are audit-ready at all times.

A: Yes. We provide full documentation and support during audits.

About Results:

A: We identify where money is stuck (A/R, unposted payments, missed collections) and create processes to improve cash flow by 15-30% on average.

A: Absolutely. This is one of the most valuable reports we provide—showing which services and which providers drive your profit.

A: Most clients save 10-20 hours per month that they were previously spending on bookkeeping.

A: Both. We provide year-end tax prep support throughout the year.

Still have questions about your clinic’s finances?

Get answers from a dental-focused bookkeeping specialist who understands Dentrix, Cleardent, Tracker, Canadian tax rules, and the financial realities of running a clinic.