- Industries
- Dental Healthcare
Bookkeeping, Tax, & CFO Services for Dentists
Smarter Financial Management for Dental Practices
Running a dental practice isn’t just about great patient care. You’re also juggling high-cost equipment, complex billing, staff overhead, and delayed insurance reimbursements. Without clean books and proactive tax planning, it’s easy for profitability to slip through the cracks.
At Profit Matters, we specialize in bookkeeping, tax planning, and CFO services for dentists. From daily reconciliations to long-term growth strategy, we give you financial clarity so you can focus on growing a thriving dental practice.
The financial challenges Dentists face:
We understand the unique pressures of dental practices:
No more late nights with messy numbers. We deliver timely, accurate bookkeeping so you can focus on your patients - not your finances.
How Profit Matters helps Dentists:
We go beyond basic bookkeeping — we act as your financial partner.
Day-to-Day
Accuracy
- Categorize every transaction correctly.
- Reconcile bank accounts, credit cards, and loans.
- Clear bank feeds weekly for real-time accuracy.
Payroll & Accounts Payable
- Process payroll for hygienists, assistants, and staff on time.
- Automate vendor payments for labs and suppliers.
- Handle payroll tax filings and compliance.
Monthly Close & Reporting
- Deliver timely, accurate P&L, balance sheet, and cash flow.
- Tie out every balance sheet account so you know the numbers are right.
- Provide dental-specific KPI dashboards — revenue per procedure, overhead %, and more.
CFO-Level
Insights
- Profitability analysis by procedure.
- Growth and expansion planning (new operatories, offices, staff).
- Cash flow forecasting and budgeting.
- Quarterly or monthly advisory calls with our CFO team.
Dental Industry Benchmarks We Track
- Overhead costs as % of revenue (average dental practice runs 65–75%)
- Collections ratio (we target 98%+)
- Profit margin per procedure
- Staff payroll % of revenue
Tax
Strategy
- Identify specialized deductions: dental equipment, CE courses, licensing fees, and supplies.
- Provide mid-year reviews and quarterly estimates.
- Support with entity structuring (LLC vs S-Corp).
Client Story
A multi-chair dental practice came to us with messy books and no visibility into procedure profitability. After cleaning up their accounting, we built a KPI dashboard that showed hygiene visits were underpriced and crown procedures were highly profitable. With pricing adjustments and overhead tracking, their net margin improved by 12% in the first year.
Why Dentists choose Profit Matters
Fun bookkeepers, serious results. We keep it light while delivering accuracy and insights.
Healthcare-specific expertise
We know the nuances of dental bookkeeping, tax, and reporting.
Scalable services
From a solo dentist to multi-location practice.
Transparent pricing
Flat monthly packages with no surprises.
Fun bookkeepers, serious results
We keep it light while delivering accuracy and insights.
Get financial clarity for your Dental practice
Clean books. Smarter tax strategy. CFO-level insights without the full-time cost.
FAQs: Dental Bookkeeping & Tax
Do you handle dental insurance reimbursements and AR?
Yes. We track receivables and ensure your reimbursements are recorded correctly and on time.
Can you manage multiple locations?
Absolutely. We deliver consolidated reporting and location-level profitability analysis.
What about dental equipment purchases?
We correctly track depreciation and ensure you maximize tax deductions.
Do you provide both bookkeeping and tax prep for dentists?
Yes — we manage your books, prepare and file taxes, and proactively plan to reduce liability.
