Insurance & patient collections
Insurance payments arrive on their own schedule, so deposits need matching to what was produced and collected.
Insurance collections, payroll and equipment costs make dental practice finances complex. We keep your books accurate and your taxes planned, so you can focus on patients. We serve dental practices across Northern Virginia, DC and Maryland from our base in Ashburn.
5.0 on Google28 reviewsKnow exactly where your practice stands each month.
Dental practices balance insurance payments, patient balances, a skilled team and expensive equipment. Each needs careful tracking.
Insurance payments arrive on their own schedule, so deposits need matching to what was produced and collected.
Dentists, hygienists and front office staff often have different pay structures.
Chairs, imaging and buildouts bring loans, depreciation and tax planning opportunities.
Overhead like supplies and lab fees needs watching to protect margins.
Clean books and monthly reports that show production, collections and overhead clearly.
Accounting & BookkeepingBehind on the books? We reconcile past months and get your practice current.
Cleanup & Catch-upReturns for practices structured as PLLCs, S corps and partnerships, filed on time.
Business Tax PreparationPlan owner pay, equipment purchases and estimated payments to lower your tax bill.
Tax PlanningAccurate payroll and payroll tax filings for your clinical and front office team.
Payroll ServicesA chart of accounts built for dental practices by a QuickBooks Online ProAdvisor.
QuickBooks Online ProAdvisorWith over 30 years of combined experience, our team keeps your practice's books accurate, compliant and ready for tax season. Learn more about our firm.
Secure document sharing and strict privacy for your practice's financial data.
Plans start at $395 a month, with no hourly surprises.
Work with us from anywhere in Virginia, Maryland or DC.
One person who knows your practice and answers within one business day.
Dental bookkeeping best practices for 2026: production vs collections, insurance deposits, a dental chart of accounts and a monthly checklist.
The dental practice KPIs and overhead percentages to track: collections ratio, receivables, staff costs, supplies, lab fees and profit margin.
Tax deductions for dentists: equipment and Section 179, bonus depreciation, S corp salary, retirement plans and associate pay, plus Virginia rules to know.
Yes. We match deposits in your bank account to the collections reported by your practice so nothing is missed or double counted.
Yes. We work with solo practices as well as growing multi provider offices.
Monthly dental bookkeeping includes reconciling bank and card accounts, recording insurance and patient payments, payroll entries and a monthly profit and loss for your practice. See our dental bookkeeping checklist.
Monthly plans start at $395 and depend on your transaction volume and number of accounts. See our pricing page for details.
Yes. Our bookkeeping cleanup and catch-up service gets past months reconciled before we move you to a monthly plan.
Yes. We work remotely with clients throughout Northern Virginia, Washington, DC and Maryland.
From our Ashburn office, we work remotely with dental practices in Ashburn, Leesburg, Reston, Herndon, Tysons, Fairfax, Arlington and Alexandria, as well as Washington, DC and Maryland.