01
Monthly bookkeeping
Every transaction reconciled, categorized, and closed early each month. No backlog, no month-end scramble — just books that are always current.
- • Bank & card reconciliation
- • Expense categorization
- • Monthly close, on schedule
Services
Everything your books need, handled monthly.
Built around dental practices, and just as at home with any small business or solo operator who wants clean, current, reliable books.
02
Payroll
Hygienists, associates, front-desk staff, or your whole team — paid accurately and on time, with filings handled every cycle.
- • Scheduled pay runs
- • Contractor & W-2 handling
- • Payroll tax filings
03
Tax coordination
Year-round, clean records that hand off seamlessly to your CPA. Walk into tax season with organized books instead of a shoebox of receipts.
- • Year-end CPA package
- • 1099 preparation
- • Clean audit trail
04
Financial reporting
Monthly P&L, balance sheet, and cash-flow summaries in plain English — so you can see real performance at a glance and make decisions with confidence.
- • Monthly P&L & balance sheet
- • Cash-flow snapshots
- • Optional monthly review call
05
Cleanup & QuickBooks setup
Behind on the books? We rebuild from the ground up in QuickBooks Online — months of backlog reconciled and a chart of accounts structured for how you actually operate.
- • 12+ months of catch-up
- • QuickBooks set up from scratch
- • Personal/business separation
QuickBooks ProAdvisor Certified · remote bookkeeping for practices & small businesses nationwide