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DENTAL-EXCLUSIVE FINANCIAL SERVICES
Built for Dental Practices
Any Size, Any Specialty
Whether you just opened your doors or manage a multi-location group, we understand the financial realities of running a dental practice.
Dental Practices We Serve
Startup practices
Just opened or buying your first practice? We set the financial foundation right from day one.
General dentistry
Solo or small group practices that want clean books and a clear picture of monthly profitability.
Cosmetic & specialty
Cosmetic, ortho, oral surgery — we benchmark you against your specialty, not dentistry as a whole.
Pediatric dentistry
Kids' practices have unique production dynamics. We know how to read those numbers accurately.
Multi-location groups
Track performance by location and see where growth is — or isn't — happening.
Transitioning practices
Buying, selling, or planning your exit? Clean financials are the difference in any deal.
"Richard has completely transformed how we manage and understand our financials. He provides clear, actionable insights into where our money is going and has helped me feel more confident and in control of the business side of my practice."
Dr. Fabiola Garcia, DDS — Fabulous Dentistry
What you get regardless of practice size
✓
Dental-specific benchmarks
We compare your overhead to actual dental industry averages, not generic small business data.
✓
Monthly financial clarity
Know your real profit, overhead %, and cash position every single month — no guessing.
✓
Custom chart of accounts
Organized around how dental revenue actually flows — production, collections, adjustments, and procedure-level categories built for your specialty.
✓
Fractional CFO advisory
Strategic guidance to reduce overhead, grow profit, and make smarter financial decisions.
Services Build Around Your Practice
Your practice deserves more than basic bookkeeping.
We deliver precision numbers with premium overhead analytics.
Bookkeeping
Accurate monthly books in QuickBooks Online, reconciled and ready every month without you lifting a finger.
Fractional CFO
Strategic financial guidance — overhead analysis, profitability reviews, and benchmarking against dental industry averages.
Accounts payable
We manage your vendor invoices, lab fees, and supply bills so your cash flow stays predictable month after month.
Payroll management
Employee payments, tax filings, and compliance — handled completely, every pay period.
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QuickBooks setup
A chart of accounts built for dental practices — organized around production, collections, and procedure-level categories.
CFO reporting
Monthly reports with dental KPIs, overhead breakdowns, and clear action items — not just numbers on a page.
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