What We Offer
Three Services. Each Built for Dental Practices.
Dental practices have financial patterns unlike most small businesses. These services reflect that — each one designed around real workflows in practices like yours.
Back to HomeFocused on What Dental Practices Actually Need
Dental practices deal with a mix of patient billing, insurance reimbursements, provider compensation structures, and supply costs that don't map cleanly onto general accounting software or generalist bookkeepers.
Each service below addresses a distinct part of that financial picture. Some practices use all three. Others start with one and add more as they grow. There's no required bundle — just what makes sense for where you are.
Service 01
Dental Practice Financial Management
Accounting work shaped around the revenue patterns and expense structures of dental practices. Patient billing reconciliation, insurance payment tracking, supply cost monitoring, and provider compensation calculations — handled on a consistent monthly cycle.
Each month you receive production-by-provider summaries and collection rate analysis in a format that makes practice performance easy to interpret. Works for solo practitioners and group practices with up to ten dentists.
Learn More About This ServiceWhat's Included
- Patient billing reconciliation
- Insurance payment tracking
- Supply cost monitoring
- Provider compensation calculations
- Monthly production-by-provider report
- Collection rate analysis
Suitable for solo practitioners and group practices with up to 10 dentists.
What's Included
- Claims-to-payments matching
- Underpayment identification
- Denials and aging balance review
- Cycle summary with outstanding items
- True collection rate calculation
- Payer relationship tracking
Delivered on a bi-weekly or monthly cycle based on practice volume.
Service 02
Insurance Reimbursement Reconciliation
Insurance payments rarely match claims exactly. This service does the detailed matching work — comparing claims submitted against payments received, and surfacing the gaps that need follow-up.
Each reconciliation cycle produces a clear summary of underpayments, denials, and aging balances. Over time, this gives practices a clearer picture of their actual collection rate and how different payers are performing.
Learn More About This ServiceService 03
Practice Acquisition Financial Review
When you're evaluating a practice to purchase, the financial picture presented by the seller deserves independent review. This service covers historical revenue and expense analysis, patient base patterns, equipment valuation, and projections of how the practice might perform under new ownership.
The output is a written report you can share with lenders and advisors — structured to support the conversations that happen during acquisition due diligence.
Learn More About This ServiceWhat's Included
- Historical revenue and expense review
- Patient base analysis
- Equipment valuation
- Future performance projections
- Written report for lenders and advisors
Designed for dentists evaluating a practice purchase. Delivered as a standalone engagement.
Pricing at a Glance
All pricing is straightforward. No setup fees or long-term contracts required to begin.
| Service | Cadence | Scope | Price |
|---|---|---|---|
| Financial Management | Monthly | Up to 10 dentists | $600 / mo |
| Insurance Reconciliation | Bi-weekly or Monthly | All payers | $300 / mo |
| Acquisition Financial Review | One-time | Single practice evaluation | $2,000 |
Which Service Fits Your Situation?
Different practices have different starting points. Here's a practical way to think about where each service fits.
Running a Practice
You need consistent financial visibility month to month — production numbers, collections, compensation, and expenses in one place.
→ Financial Management
Insurance Gaps
You suspect underpayments or denials are slipping through without proper follow-up, and you want a clearer view of what your actual collection rate is.
→ Insurance Reconciliation
Buying a Practice
You're in due diligence on a practice purchase and need an independent financial assessment to inform your decision and support your lender conversations.
→ Acquisition Review
How Engagements Typically Begin
There's no complex onboarding process. Most engagements start with a brief exchange to understand the practice's setup.
Initial Contact
Reach out via the contact form. A brief note about your practice and what you're looking for is enough to start.
Short Discussion
We'll clarify scope and confirm which service — or combination — fits your current situation.
Data Sharing
You share the financial records relevant to the service. We handle the format discussion — no particular software is required.
Ongoing Delivery
Work begins on the agreed cycle. Reports are delivered on schedule with a summary of items that warrant your attention.
Get Started
Not Sure Where to Begin?
A short message is all it takes. Describe where your practice stands and what you're trying to get clearer on — we'll sort out the right service from there.
Send a Message