Ongoing CPA Services

At Dental CPAs, we understand dentists prefer to focus on the internal aspects of their practice, whether it’s their clinical skills, HR issues, patient care, and patient growth, etcThese doctors rely on their CPA professional to assist them with the business side of the practice, whether it’s bookkeeping, tax advisory services, practice performance assessments or other compliance-type work that they don’t want to worry about.   

At our core, Dental CPAs provide a vast array of these ongoing CPA services that dentists can choose from to meet their practice management needs and budget. We can take the guesswork out of making important practice management and financial decisions to allow the dentist to focus more on the growth of their practice, not only in revenue, but in profitability as well.   

Bookkeeping & Accounting Services

Our DentalCPA experts will ensure the activity in your bank accounts and credit cards is recorded in your business books, and the balances per your books are reconciled to your bank and credit card. We will also prepare routine general ledger journal entries for items such as depreciation, payroll, loan balances, etc to ensure your balance sheet reconciles with the related original documentation. We may also recategorize a transaction to its appropriate category within your books.  With your accounts reconciled and your checkbook activity properly categorized, you will be able to use your bookkeeping software to produce financial reports to help manage cash flow and measure practice performance.

Our services include: 

  • Monthly bank reconciliations & routine general ledger maintenance
  • Outsourced bookkeeping, including full bill paying and full checkbook, and general ledger maintenance
  • Monthly transaction analysis and minor clean-up of client-prepared data
  • QuickBooks Online setup & establishing of general ledger balances 
  • QuickBooks training and support

Tax Services

Navigating the complexities of the tax code can be confusing- to say the least. Our business and individual tax preparation services make filing your income tax returns as painless as possible. Income Tax compliance begins with consistent bookkeeping. Business and individual income tax preparation and filings are included with almost all our ongoing CPA service packages.

Our tax services include

  • Year-end accounting support to maintain a complete general ledger/income tax records including year-end closing and tax return work papers
  • Tax Planning
  • Preparation of tax returns ( Individual, Business – Corporations/S-Corporations, LLCs filing as partnerships, Dependent Children)
  • Preparation of annual 1099s
  • Personal property tax returns
  • Fixed asset records maintenance

Financial Consulting

Our Dental CPAs consulting services include mid-year and year-end business and tax planning meetings and web conferences, including financial performance analysis and a set of minutes with action items. 

We also offer:

  • Dental Management Reporting analysis for your practice with Key Performance Indicators.
  • Pre-conference analysis of your financial books & records where we are not engaged for accounting/bookkeeping service
  • Financial review session after your year is completed
  • Year-end projection and tax review