Office Desk

Explorer Set-Up

Are you starting a new practice or have you recently acquired one? Congratulations! Start by having bookkeeping part of your plan. Explorer Set-Up includes:

  • QuickBooks Online account set-up

  • Bank account syncing

  • Customized dental chart of accounts

  • Fixed asset depreciation schedule

  • Loan repayment amortization 

  • Set up and integrate other software systems as needed to create a smooth workflow 

  • One-time set-up fee

  • Software conversion from Desktop and QuickBooks Online training available 


Palliative Treatment

Do you need help getting your books up-to-date?  Do you have an urgent deadline such as a "tax emergency"? We'll make it a priority!  Palliative Treatment includes:

  • Reconciliation of previous month's bank statements and correct discrepancies

  • Review and "clean up" transactions

  • Prepare financial statements 

  • Work directly and seamlessly with your accountant

  • Billed in installments for your convenience

Analyzing Data

Recall Package

Ready to stay on track and be proactive? Recall Package includes:

  • Monthly transaction recording​

  • Bank reconciliations

  • Monthly financial statements
  • Regular review of cash flow and expenses
  • Receipt management
  • Video conferences offered monthly to review reports at no additional cost
  • Fixed monthly fee starting at $200/month for the package
  • Bill pay and payroll available

Ready To Get Started?


Contact us to schedule your free consultation.


We'll review your records and send you a customized proposal (including quote) and engagement letter.


As soon as we receive your signed paperwork, we get to work.  It's that easy!