Services

Your Partner in
Financial Growth

Bookkeeping and Financial Services for Dentists

01

Financial Management Foundation

Your journey to dental empire starts with mastering your numbers. We deliver clear, actionable insights to help you focus your energy where it matters most - because you can't scale what you can't measure.
Bookeeping
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Daily transaction recording and reconciliation, including:

  • Bank and credit card reconciliations
  • Expense categorization and tracking
  • Revenue recognition and recording
  • Year-end documentation preparation
Financial Reporting
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Monthly and quarterly financial package delivery:

  • Income statements and balance sheets
  • Cash flow analysis
  • KPI tracking
  • AR & AP analysis
  • Variance analysis
Business Intelligence & Guidance
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Real-time comprehensive financial dashboard covering:

  • Live access to historical performance
  • Financial performance analysis
  • KPIs outline areas of over/under performance
  • Target vs. actual comparison
  • Consolidated financials (for multiple locations)
  • Optional quarterly reviews with an analyst
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02

Operational Support

Free your team to focus on what grows your practice. We handle the essential but time-consuming administrative tasks, letting your staff concentrate on patient care and revenue generation.
Payroll
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Complete payroll administration including:

  • Bi-weekly payroll processing
  • Tax remittances and reporting
  • T4/T4A preparation
  • ROE generation
Payables Management
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Full accounts payable services covering:

  • Invoice processing & storage
  • Payment scheduling & execution
  • Supplier statement reconciliation
  • Expense tracking by category
  • Payment reports
Account Receivables Program
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Comprehensive AR management including:

  • Enter insurance payments in billing system
  • Trigger staff to send secondary insurance
  • Patient/Insurance payment monitoring
  • Collection follow-up coordination
  • Payment reconciliation between bank & billing system
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03

Growth & Expansion

The path to an 8-figure retirement runs through multi-practice ownership. While a single location has natural limits, a portfolio of efficient practices creates true wealth - and we know how to help you build it.
Practice Advisory
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  • Quarterly/Annual meetings with Owner and managers to discuss results of each practice and targets for the coming quarter/year
  • Multi-location financial management and analysis
  • Monthly consolidated financials & cash flow
  • Centralized financial department for multiple locations
Practice Acquisition Guidance
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  • Strategic planning for expansion
  • Evaluation of target practice appraisals
  • Due diligence support
  • Integration planning
  • Onboard new staff with financial systems & protocols
Exit Plan Strategy
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  • Portfolio valuation optimization strategy
  • Strategic buyer identification
  • Transaction & due diligence support
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The Journey Together

From optimizing a single practice to building multi-million-dollar portfolios, we bring proven systems that scale to your goals. Ready to take the next step?
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Integrations

Our Success by the Numbers

8-Figure Exits

We've successfully guided practices to achieve multiple 8-figure exits, securing significant financial returns for our clients.

5x Net Worth

Our strategies have helped clients increase their net worth fivefold in just seven years.

$44M+

In Dental Practice Assets Under Management

Practice Expansion

We've facilitated the acquisition of over 10 additional practices, ensuring profitable growth for our clients
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Integrations

Our Integrations

Testimonials

What Our Clients Say About Us

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"The Dental Finance People didn't just help me grow; they revolutionized my entire approach to practice management."
Dr. Diaa Younan DDS
Multi-Practice Owner
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"I never knew how crucial a strong financial team was until The Dental Finance People became part of ours."
Dr. Diaa Younan DDS
Multi-Practice Owner
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"The Dental Finance People didn't just grow my business; they secured my future."
Dr. Howard Libstug DDS
Dentist and Former Multi-Practice Owner
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"They transformed my single practice into a multi-location success story, setting me up for a comfortable retirement."
Dr. Howard Libstug DDS
Dentist and Former Multi-Practice Owner
Articles

Our Resource Hub

in Toronto and the GTA

Diagnosing and Fixing Your Dental Practice: A Data-Driven Approach
Every successful dental practice stands on three pillars: marketing, operations, and finance. When these core functions work in harmony, practices thrive. When they don't, specific problems emerge that can be diagnosed and fixed. Based on data from over 500 dental practices, here's how to identify and solve the most common issues in each area.
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Diagnosing and Fixing Your Dental Practice: A Data-Driven Approach
The Million-Dollar Mistakes: 3 Critical Wealth-Building Errors Dentists Must Avoid
While dentists excel at clinical diagnosis, they often struggle to diagnose their financial health. Based on analysis of over 1,000 dental practices and their owners' wealth trajectories, here are the three most costly mistakes that can impact your long-term net worth—and how to avoid them.
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The Million-Dollar Mistakes: 3 Critical Wealth-Building Errors Dentists Must Avoid
3 Evidence-Based Strategies for Ambitious Dentists to Avoid Burnout and Thrive
According to the American Dental Association, nearly 84% of dentists report moderate to severe stress in their practice, with burnout becoming increasingly common. This isn't surprising given the unique challenges of balancing clinical excellence with business management. However, through extensive interviews with successful practice owners and analysis of industry data, we've identified three evidence-based strategies that can help ambitious dentists not just survive, but thrive.
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3 Evidence-Based Strategies for Ambitious Dentists to Avoid Burnout and Thrive
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in Toronto and the GTA

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