Dental Bookkeeping Services

Know Where Your Practice Stands, Every Month

Many practice owners only see their results once a year, when it’s too late to change anything. We give you a regular look at the numbers instead. Each month, you’ll see what the practice earned, what it spent, and how much cash is on hand, in reports written for dentists rather than accountants.

Michael brings 12+ years of public and private accounting experience, including time at BDO and Nature’s Bounty, and applies that rigor to every client file.

Dental Accounting, Bookkeeping & Tax Services

• Monthly bookkeeping: Accurate records on a monthly, quarterly, or annual schedule.
• Financial statements: Profit and loss reports and balance sheets you can read at a glance.
• Cash flow tracking: Visibility into when money comes in from patients and insurers, and when bills come due.
• Budgeting and forecasting: Realistic projections for hiring, equipment, and expansion.
• Payroll services: On-time, compliant payroll and filings for New York State and federal requirements.
• Tax planning and preparation: Year-round strategies that help you avoid overpaying while staying compliant.
• New practice startup and entity setup: LLC, corporation, or DBA formation with books built correctly from day one.
• QuickBooks and cloud software: Setup, cleanup, training, and support in QuickBooks, Xero, and other platforms.
• Succession and growth planning: Guidance for adding associates, opening new locations, or planning a sale.
• IRS representation: Experienced help when a notice or audit arrives.