Full-Cycle Dental Bookkeeping
Cloud-based monthly bookkeeping tailored for Canadian dental clinics. We manage reconciliations, insurance receivables, and production tie-outs to ensure clean month-end closes, allowing your dentists to review reports in minutes.
What You Get
Our comprehensive bookkeeping ensures that every transaction, payout, and adjustment is synchronized, allowing you to always have a clear understanding of your clinic’s financial position. We create organized, documented workflows within Xero or QBO, featuring a consistent monthly schedule and easy-to-read reports for both owners and associates.
What’s Included
Month-End Reconciliations
Bank, credit card, and clearing accounts reconciled on schedule. Deposits, payouts, accounts receivable, and adjustments tied out to source.
Insurance Receivable Tracking
Monitor EOBs and insurer write-offs. Keep third-party receivables current and visible so cash flow forecasts stay realistic.
Clean, Dentist-Friendly Reports
Monthly packets built from Xero: P&L, cash position, A/R aging, and payout summaries formatted for quick review.
How It Connects
All operations are streamlined through a cloud accounting software, your single source of truth. Bookkeeping is directly linked to Payroll, ensuring timely payouts for staff and associates. Year-end packages seamlessly transition into T1 personal and T2 corporate returns without requiring rework.
Ready for a Predictable Month-End?
Let’s create Xero-based workflows that ensure timely closes, accurate reports, and confident decision-making each month.