Industry Expertise

Dental & Medical Practice Bookkeeping

Human-led monthly bookkeeping and QuickBooks Online close for dentists, doctors, and healthcare practices in Charlotte, Fort Mill, and Atlanta.

Healthcare Practice Bookkeeping in QuickBooks Online

Practice Bookkeeping & Deliverables

  • Human-Led Month-End Close — Reconciled through the last day of each prior month with double-entry correctness.
  • PMS Integration — Reconciling Dentrix, Open Dental, or Eaglesoft collections with actual bank deposits.
  • Associate Comp Tracking — Calculating complex provider pay based on net collections vs. gross production.
  • One-Page Narrative & Story Video — Understand collection ratios, hygiene profitability, and supply overhead without reading complex spreadsheets.
  • Equipment & Capex Management — Tracking chair, laser, and imaging financing with Section 179 tax optimization.

Our Clinical Approach

With over 25 years of hands-on experience, we understand that a medical or dental practice has unique cash flow cycles. You keep your QuickBooks Online file as the permanent system of record. We deliver reliable month-end closes, narrative performance reports, and executive dashboards so you always know where your practice stands.