Practice books break at the deposit line: insurance remits a net amount covering many patients across several claims, after adjustments and takebacks. Recording the deposit without the detail makes collections impossible to analyze.
We handle your practice’s financial records only — never patient health information.
Deposits explained
Insurance remittances reconciled against what was actually billed.
Processing fees visible
Merchant and payment fees tracked instead of netted away.
Draws separated
Owner draws kept distinct from practice expense.
Financial records only
We handle the practice books and never touch patient health information.
What we handle
- Recording and categorizing insurance and patient deposits, reconciled monthly
- Merchant and payment-processing fee tracking
- Payroll journal entries for providers and staff
- Equipment, lease, and financing tracking
- Separating owner draws from practice expenses
Common problems we fix
- Deposits that do not match what was actually collected
- Personal and practice spending mixed together
- Books behind and stressful at year end
Why your state matters here
Bookkeeping for medical & dental practices is not the same in every state. Sales tax rates and what is taxable, registration and licensing, payroll rules, and filing cadence all vary — and for this industry those differences change real work, not just a number on a form. Pick your state below for specifics.
We keep the books. You run the business.
Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.
View pricingHow It Works
Free review
We look at how your medical & dental practices books are set up today.
Fix the structure
Chart of accounts rebuilt around how your industry actually earns and spends.
Catch up
Anything behind gets cleaned up at a fixed quoted price.
Close monthly
Current, reconciled books every month — ready for your CPA.
Medical & Dental Practices Bookkeeping by State
Sales tax nexus and taxability, licensing, payroll rules, and filing cadence differ by state. Pick yours for a state-specific guide.
Medical & Dental Practices — Frequently Asked Questions
Do you understand medical & dental practices specifically?
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Do you work in my existing accounting file?
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Can you help if I am months behind?
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Bookkeeping built for medical & dental practices
Book a free consultation and we will tell you what your books need — and what it costs.
- Done-for-you
- Solo or group
- Nationwide
Get Started
Tell us where your books stand and we will get back to you shortly.
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