DENTAL BOOKKEEPING SERVICE
We do your dental practice bookkeeping with overhead percent benchmarking.
Welcome! I'm Sona, the CEO. It's lovely to meet you!
Testimonials
DR. BRIDGET LERVICK
Grandview Center for Dentistry
"Great bookkeeping services - they help me save time, know the dental industry, and are thorough. I just answer a few questions each month (and these are minimal because of how familiar they are with dental), and they manage my QuickBooks seamlessly. I also love the dashboard showing client averages. Highly recommend!"
DR. ADAM MARENGI
Woburn Dental Associates
"I've been with Sona and her team at Percentology since the beginning of my practice ownership, and I would feel completely in the dark without them. I know where every dollar is being spent, and it's been a major tool in making my business as efficient as I can possibly make it. There are only a few 'can't live without' services/products in my dental practice, and this is one of them."
Why choose Percentology?
We completely respect and appreciate that you likely have a great relationship with your accountant. However, bookkeeping services are generally not a core service of accounting firms. So if you’re struggling with outdated bookkeeping and unclear overhead costs, we can provide you with better, more specialized dental bookkeeping while working seamlessly with your accountant to get tax reporting done each year, often enhancing the tax service your CPA provides.
CPA FIRMS vs PERCENTOLOGY
| CPAs | PERCENTOLOGY |
|---|---|
| Messy or complex financial reports | Simplified and clean financial reports |
| Bookkeeping always behind | Bookkeeping updated weekly |
| Incorrect expense categories | Experienced with dental vendors |
| Not right for a dental practice | Designed to compare against other dentists |
| Rushing at tax time every year | Ready for taxes in January each year |
| Trouble knowing where you stand | Always know where your money goes |
How does it work?
Our unique approach focuses on making it easier to see where your money is going at a glance by doing your dental practice’s bookkeeping with overhead expense benchmarking. You just continue to pay your bills and run your payroll. Meanwhile, your dedicated Percentology bookkeeper keeps track of all financial activity in QuickBooks Online and makes it easy to read and discover where you stand.
STEP 1
We track your financial activity in QuickBooks Online.
You continue to pay your bills and run your payroll while you get a dedicated bookkeeper keeping track of the financial activity in your business accounts weekly using QuickBooks Online.
STEP 2
We send one monthly email with questions.
For any transactions that aren't clear to categorize correctly, we will put them to the side during the month and then list them in an email for you to clarify when the month finishes. That means minimal interruptions to you.
STEP 3
Done! You have clear overhead costs at your fingertips.
Log in to your Percentology dashboard, track your income and overhead targets, and discover how your overhead expenses compare against industry and our client averages.
PERCENTOLOGY ONLINE SOFTWARE
Drill down into overhead costs compared to other practices.
Profit & Loss report categorized for dental industry benchmarks.
All of the expense accounts from your Profit & Loss report are included but reorganized into dental overhead categories, enabling you to compare your overhead against industry standards, apples to apples.
Review transaction details from QBO
No switching back and forth from QuickBooks. Click on dollar amounts to review transactions directly from QuickBooks.
Frequently Asked Questions
What's included in the bookkeeping service?
We do the accounting from beginning to end, so the financial reports are ready for your CPA at tax time. Your CPA will love our work and will have very few adjustments to make for tax preparation each year.
- Updated bookkeeping every month like clockwork
- Starting QuickBooks Online from scratch
- Bank reconciliations and adding all transactions
- Credit card reconciliations and adding all transactions
- Reconciling loan balances, interest, and payments
- Reconciling payroll into dental departments
- Monthly financial reports online
- Practice overhead comparison to peers
We do not write checks, pay bills, or run payroll. That's often done within the practice by the owner, spouse or office manager. It's very important to have a separation of duties to protect you against embezzlement. Our service is purely record keeping of your financial activity designed special for dental practices to compare against other practices.
Do you prepare tax returns?
No, we do not prepare any tax returns, including 1099s.
Is your team located in the United States?
YES!!! Every single accountant on our team resides in the United States and are US citizens.