Your production numbers look strong. Your collections don't match. Insurance is underpaying you, your books close 6 weeks late, and your CPA only calls in March. There's a better way.
Dental school taught you dentistry. Nobody taught you how to read an EOB, catch insurance underpayments, or structure your S-corp to minimize taxes.
Most practices don't reconcile EOBs against production. The result: $30,000–$80,000 in annual underpayments that go undetected.
Receiving January's P&L in mid-March means you're reacting to last quarter. By then, the decision window has closed.
A CPA who files your return once a year isn't doing tax planning. They're doing tax recording. The difference costs you tens of thousands.
Three deliverables, every month, by the 5th. Your entire financial picture — in plain English.
| Carrier | Procedure | Billed | Contracted | Paid | Variance | Status |
|---|---|---|---|---|---|---|
| Delta Dental | D2751 PFM Crown ×4 | $5,600 | $3,760 | $3,760 | $0 | Paid ✓ |
| BlueCross | D2392 Composite ×11 | $3,520 | $2,178 | $680 | -$1,498 | Underpaid ↑ |
| Delta Dental | D4341 Perio scaling ×8 | $4,240 | $2,632 | $814 | -$1,818 | Underpaid ↑ |
| Aetna | D0220 X-rays + exams ×22 | $3,080 | $1,980 | — | Pending | Pending |
| MetLife | D1110 Prophylaxis ×18 | $3,960 | $2,574 | $742 | -$1,832 | Underpaid ↑ |
| Month total — 147 procedures, 6 carriers | $125,000 | $81,250 | $66,100 | -$15,150 | Action needed | |
No new software to learn. No logins to manage. We connect to your existing QuickBooks and handle everything else.
One-time read-only connection. We pull your transactions, reconcile your bank feeds, and apply a dental-specific chart of accounts. Takes about 15 minutes on your end.
Every transaction is categorized. Every insurance EOB is matched against your production numbers. Underpayments are flagged before you ever see the report.
P&L, collections rate, overhead breakdown, EOB reconciliation summary, and a plain-English advisory note explaining what changed and what to do about it.
As an IRS Enrolled Agent, I handle your estimated payments, S-corp salary optimization, equipment elections, and retirement contributions proactively throughout the year.
This isn't a software company that hired some bookkeepers. This is 15 years of CFO-level operations experience applied specifically to dental practices.
The highest IRS credential. Enables full tax representation, S-corp optimization, and proactive planning that a regular bookkeeper cannot legally offer.
CFO roles across healthcare, tech, and real estate. We approach your practice finances like a Fortune 500 operator, not like a bookkeeping service.
We built AI into every workflow rather than bolting it onto a legacy service. The result: faster, more accurate, and consistently delivered by the 5th.
Local to the Austin metro. Built specifically for dental practices — not restaurants, not e-commerce, not startups. Just dental.
A 20-minute walkthrough using your real numbers. No pitch. No commitment. Just clarity on where your collections gap is and what it's costing you.
Book your free 20-minute call →