Full-Cycle Dental Bookkeeping
Xero-exclusive 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, 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 Xero, 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.