Dental Practice Bookkeeping

Dental Practice Bookkeeping Specialists

Easy, Fast, Affordable & Professional

Are Bookkeeping Headaches Taking a Bite Out of Your Dental Practice's Time?

As a busy dental professional, your focus should be on your patients, not on complex financial records. Many dental practices struggle with maintaining accurate books, tracking expenses, managing payroll, and preparing for tax season. These tasks are not only time-consuming but can also lead to costly errors if not handled by an expert. You might be spending precious hours on administrative tasks that could be dedicated to growing your practice or enjoying your personal life.

Expert Bookkeeping Services Tailored for Dental Practices

At CapForge, we understand the unique financial landscape of dental practices. We offer specialized bookkeeping services for dental practices designed to free you from the burden of financial administration. Our tech-enabled process and fixed-price plans provide transparent and predictable costs, ensuring you always know what to expect. We leverage the latest accounting software to streamline your financial operations, providing you with accurate, real-time insights into your practice’s financial health. With CapForge as your partner, you’re not just getting bookkeeping services; you’re gaining a dedicated financial team.

Book a Free Consultation

Contact us today to unlock efficiency and gain real-time insights!

Why Dentists Choose CapForge for Their Bookkeeping Needs

Partnering with CapForge means more than just balanced books. You gain:

More Time for Patients

Delegate your bookkeeping to us and dedicate more time to providing excellent dental care.

Reduced Stress

Eliminate the worry of missed deadlines, inaccurate records, or tax compliance issues.

Clear Financial Vision

Gain a comprehensive understanding of your practice's financial performance with detailed reports and insights.

Cost-Effective Solutions

Our fixed-price plans offer predictable expenses, helping you budget effectively.

Guaranteed Accuracy

Our rigorous processes ensure your financial data is precise and reliable, minimizing errors and maximizing compliance.

Dental Industry Expertise

We understand the nuances of dental billing, insurance, and specific industry expenses.

Simple, Streamlined, and Stress-Free

Our process is designed to be a seamless extension of your team, providing proactive dental practice bookkeeping:

  • Initial Consultation: We begin with a free consultation to understand your firm’s specific bookkeeping services needs and current challenges.
  • Tailored Setup: We set up your accounts and integrate with your existing systems (e.g., practice management software) to ensure a smooth transaction. 
  • Monthly turnaround: Our team processes everything efficiently, with monthly turnaround times for reconciliations and reporting. 
  • Client Responsibilities: Your primary responsibility is to provide timely access to your financial documents and respond to any queries from your dedicated bookkeepers.
  • Secure Portal Access: Access your financial reports, communicate with your team, and upload documents securely through your personalized CapForge client portal. 
  • Reconciliation & Reporting: We meticulously reconcile all accounts, provide detailed financial statements (P&L, Balance Sheet), and ensure all transactions are categorized correctly, including specific legal expense tracking. 

What's Included In Our Services

Monthly Account Coding

Monthly Account Reconciliation

Payroll Entry Posting

Loan Entry and Interest Splits

Billing A/R Balance Posting

CPA Journal Entry Recording

P&L and Balance Sheet Reports

Percent of Income Tracking Reports

Month over Month Comparison Report

Cash Flow Report

Unlimited Support

Multi-Office Location Support

See What Our Clients Are Saying

CapForge is a great bookkeeping and accounting firm to work with. Our bookkeeper is amazing at keeping our books up-to-date and organized. They also coordinate answering any questions I have. They make my job so much easier. I used to spend many hours downloading and entering data to keep our books current. Now all I need to do is answer a couple questions and review the P&L and Balance sheet reports. So much easier and worth every penny!

 

Denton

CapForge is one of the best investments I make for my business every year, and my bookkeeper is simply the best. They are highly responsive and available, so optimistic, crazy smart and experienced, and a great communicator. Any question I have, they address with ease and punctuality. They have also helped me navigate QuickBooks on more than one occasion, so I can make small changes on my side when appropriate. It’s so important to feel trust with people who are working on your financial life, and as a small business owner, I have that with CaoForge. Can’t recommend them highly enough. 

 

Sascha

CapForge has been incredible to work with. We had a bit of a mess to put it lightly, and every step of the process, they have been patient, responsive, and provided an excellent level of service. We have searched for years for a team like this, and I am very glad to have had the pleasure to work with them. 

 

Barrett

Ready to Simplify Your Dental Practice's Finances?

Don’t let bookkeeping complexities hinder your success. Contact us today for a free consultation and discover how CapForge can transform your dental practice’s financial management.

FAQs: Your Guide to Our Comprehensive Services

We offer fixed-priced plans tailored to your firm’s size and needs. Schedule a free consultation to get a custom quote. 

Our service are ideal for small to mid-sized dental practices, and growing practices looking for efficient, expert accounting and bookkeeping solutions. 

While our primary focus is bookkeeping, we can prepare your books for seamless tax filing and can recommend trusted tax professionals if needed. Read more here for details of our tax services. 

We implement a rigorous three-ways reconciliation process (pan statements, book balance, and client ledger balances) and provide detailed transaction records. 

Yes, our client portal provides 24/7 access to your financial reports and documents from anywhere with an internet connection 

Our onboarding process is designed to be smooth and efficient, ensuring a quick transition to our bookkeeping services. 

We offer regular communication channels and are always available to answer your questions and discuss your financial performance.

We can do it for you! We can cleanup backlog or mistakenly categorized transactions and get your books up-to-date and ready for ongoing bookkeeping. 

It’s simple – If at any time you don’t feel like you got your money’s worth, we will refund your most recent payment on the spot. You risk nothing when you sign up with us – either you get exactly what you came for, or it doesn’t cost you a penny. 

Have questions about integrating your software with QuickBooks? Check out one of our blog posts about integrating with the most common dental softwares.

Want To Work With Us? Have Questions?

Not sure if this is the right fit for you? Never worked with a bookkeeper who didn't come and sit in the office? Do you have some other situation that doesn't quite fit the "norm"? No problem! Give us a call. The consultation is always free. We look forward to working with you!

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