Bookkeeping for dental and chiropractic practices
See production against collections every month, with insurance deposits reconciled and the books closed by the 10th.
Collections vs production
Monthly view of what was produced, what was collected and where the gap is.
Insurance deposits
Insurance and patient payments matched to deposits so nothing is double counted.
Payroll and supplies
Payroll, lab fees and supply costs coded consistently so margins make sense.
Monthly close
Reconciliations and a one-page owner summary by the 10th.
What we handle each month
- Bank, card and merchant account reconciliations
- Deposit matching for insurance and patient payments
- Lab, supply and equipment cost tracking
- Loan and equipment financing schedules
- Monthly P&L with practice-level KPIs
- Year-end package for your CPA
Common questions
Do you work with Dentrix or Eaglesoft?
We use reports from your practice management system to reconcile deposits and keep the books in QuickBooks or Xero.
Multiple locations?
Yes. We track each location separately and consolidate.
Can you fix past months?
Yes, starting with a catch-up project.
Get your books closed by the 10th
Email Kapil with your software, rough monthly transaction count and whether your books are current. You'll get a reply within one US business day with times for a 15-minute call and a starting quote.
kapil@closewisefinancial.comFree bookkeeping health check
Tell us a little about your books. Kapil will review your setup and reply within one US business day with what needs fixing and a fixed monthly quote. No obligation.
Prefer email? Write to kapil@closewisefinancial.com.