Bookkeeping that keeps up with insurance claims, not just card swipes.

Patient payments, insurance reimbursements, and equipment financing all move on different timelines. We reconcile all three so your P&L reflects what you actually collected.

Book Free Consultation See standard packages

Monthly Patient Revenue ReconciliationLive

Patient payments (POS)Matched

Insurance receivablesMatched

Outstanding claims3 flagged

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We file GST/HST and PST for every client, in every industry — it's included starting with the Basic package.

Where generic bookkeeping falls short

Insurance reimbursements arrive weeks after the visit and get missed or double-counted.
Equipment loans and lease payments get miscoded as regular expenses.
Associate dentist commissions and lab fees blur together in a generic chart of accounts.

What we handle for you

Monthly reconciliation of patient payments against insurance receivables
Chart of accounts built for dental-specific expense categories (lab fees, supplies, equipment)
Associate/hygienist commission tracking
Payroll processing for clinical and administrative staff

Software & filings

Built to work with the tools you already use.

Works alongside your practice management software — Dentrix, Tracker, or Cleardent — reconciled against QuickBooks and your bank statements
Insurance receivable reconciliation against major carriers (Pacific Blue Cross, Sun Life, Canada Life, and others)
Associate dentist and hygienist commission calculations tied to production reports
Equipment loan and lease schedules tracked separately from operating expenses

Packages for this industry

Same reliable pricing, tailored line items.

Most single-location practices fit Advanced once payroll and insurance AR tracking are included. Multi-provider or multi-location practices typically move to Premium.

Basic

$129/mo

+ tax · billed monthly

Up to 250 transactions/month
Monthly bookkeeping & reconciliation
Dental-specific chart of accounts
Monthly income statement & balance sheet

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Advanced

$299/mo

+ tax · billed monthly

Everything in Basic, plus:
Payroll processing ($5/employee/month)
Insurance receivable reconciliation
Monthly financial review call

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Premium

$499/mo

+ tax · billed monthly

Everything in Advanced, plus:
Multi-provider or multi-location consolidation
Production & collections KPI dashboard
Quarterly Virtual CFO meeting (60 min)

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Need more than Premium covers? Enterprise is available on request, fully custom.

Get a free review of your books.

30 minutes, no obligation — we'll tell you plainly what's working and what isn't.

Book Free Consultation

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