Services

Just as each patient is unique and requires a customized treatment plan,
your practice is no different.
We listen to your needs, present options, and you decide which features are best!
Office Desk

Explorer Package

Explorer package is ideal for start-up practices with one dental provider. Starting at $225/mo​​

  • Add/classify transactions for up to 3 bank accounts

  • Loan amortizations for 1-2 loans 

  • Bank reconciliations

  • Add payroll entries for 1-5 employees

  • Monthly financial statements

  • Video conferences offered monthly at no additional cost

  • Unlimited email and phone support

  • Communicate with your accountant, as needed

  • Bill pay, receipt management, and payroll available by request

Businesswoman

Recall package

Ready to be proactive? Recall Package is ideal for medium-sized practices. Starting at $350/mo

  • Add/classify transactions for up to 4 bank accounts

  • Loan amortizations for 2-3 loans

  • Bank reconciliations

  • Add payroll entries for 6-10 employees

  • Monthly financial statements

  • Video conferences offered monthly at no additional cost
  • Unlimited email and phone support
  • Communicate with your accountant, as needed
  • Bill pay, receipt management, and payroll available by request
Analyzing Data

Premium package

Premium Package is ideal for large practices with multiple providers and/or locations. Starting at $650/mo

  • Add/classify transactions for 4+ bank accounts

  • Loan amortizations for 2+ loans

  • Bank reconciliations

  • Add payroll entries for 11+ employees

  • Monthly financial statements

  • Video conferences offered monthly at no additional cost
  • Unlimited email and phone support
  • Communicate with your accountant, as needed
  • Bill pay, receipt management, and payroll available by request
Graph on Computer

New account Setup

Ready to start fresh with a new bookkeeping system?  Your one-time setup fee includes:

  • QuickBooks Online account setup

  • Syncing bank accounts

  • Customized dental chart of accounts

  • Set up and integration of other software systems as needed 

  • Software conversion and QuickBooks Online training available

  • Fees vary depending on amount of historical data to be entered

Image by Sonja Langford

palliative

Are you behind on your bookkeeping or do you have an urgent deadline such as a tax emergency?  We'll make it a priority!

  • Add/classify previous transactions

  • Review and correct accounting software errors

  • Customized dental chart of accounts

  • Reconciliation of all previous months

  • Year-end financial statements

  • Fees vary depending on amount of historical data to be entered

  • Billed in installments for your convenience