Bookkeeping for medical and dental practices
For physicians, dentists, therapists and specialty practices: insurance and patient payments matched to deposits, staff payroll recorded, equipment and loans tracked, and a monthly picture of the practice.
Dental practices · Physician practices · Physical and occupational therapy · Mental health practices
- Operating checking Reconciled
- Business credit card Reconciled
- 412 transactions categorized June
- 3 open questions For you
What makes medical & dental books different
Many payers
Insurance carriers, patient cards, payment plans and financing companies each deposit differently and must tie to the practice-management system.
Refunds and adjustments
Overpayments, write-offs and insurance takebacks need to be recorded so collections reflect reality.
Payroll-heavy cost structure
Hygienists, assistants and front-desk staff make payroll the largest expense; entries must match payroll reports exactly.
Equipment and build-outs
Chairs, imaging, software and leasehold improvements are financed assets that drive depreciation and loan balances.
Owner compensation
Practice owners often take a salary plus distributions; the books need to separate them for an S corporation return.
Multiple providers or locations
Associates and second offices make production and cost by provider or location worth tracking.
What we do
- Deposits matched to practice-management reports
- Insurance, patient and financing payments separated
- Patient refunds and adjustments recorded
- Payroll entries from your payroll provider
- Equipment, build-out and loan accounts
- Lab, supply and vendor bills tracked
- Owner salary and distributions separated
- Monthly P&L with collections and expense ratios
- Class or location tracking where useful
- Merchant and financing fees recorded
- Year-end fixed-asset list for depreciation
- Year-end package for your return
Example: a two-dentist practice
A dental practice deposited insurance checks, patient cards and a financing company's payouts into one account. We matched deposits to the practice-management daily reports, recorded refunds and financing fees, and tracked equipment loans. The owners see collections, payroll and supply costs as a share of revenue each month.
Most single-location practices fit Growth; multi-provider or multi-location practices fit Advanced. See pricing or estimate your cost.
We keep patient-level information out of the books and do not need clinical records. Medical billing and insurance claims are handled by your billing team or vendor; we reconcile the results.
Who we work with
- Dental practices
- Physician practices
- Physical and occupational therapy
- Mental health practices
- Chiropractic offices
- Veterinary clinics
How monthly bookkeeping works
- 1
Onboarding
We learn the business and set up secure, read-only access where possible.
- 2
Transaction review
Income and expense activity is reviewed every month.
- 3
Categorization
Each transaction goes to the right account, with rules for repeat items.
- 4
Reconciliation
Every bank and card account is matched to its statement.
- 5
Reporting
P&L, Balance Sheet and agreed reports, plus a short summary.
- 6
Monthly review
Open questions answered and anything unusual flagged for you.
Books built for medical & dental businesses
Tell us about your business. We'll recommend a package or send a written quote, free.
Get medical & dental bookkeeping support
A few details help us come back with the right package or a written cleanup quote. There is no cost and no obligation.
- Reply within one business day
- Fee confirmed in writing before any work
- CPA-led, QuickBooks ProAdvisor certified team
Please don’t send bank passwords, SSNs or statements through this form. Once you’re a client, documents go through our secure client portal.
Bookkeeping questions
Bookkeeping reports are management reports for running the business and preparing tax returns. They are not audited, reviewed or compiled financial statements; those are separate engagements.