Dental Accounting Services

Packages: Essential | Advanced | Expert    Add-on:  Payroll Service

Additional Service: EFT Reconciliation

1. Essential Bookkeeping Dental Accounting Service

Keep Your Accountant—We Keep Your Books

Our Essential Bookkeeping Dental Accounting Service is just what you need to relieve you of the tedium of balancing the books whenever a deposit or a bill is paid. Your accountant and whomever else you choose will have complete access to your books at all times and in real time through QuickBooks® Online.

All Features of the eAssist Dental Billing Service

Keep your CPA

Keep your accountant and pay your own bills through your bank’s bill pay or by writing checks.

Checkbook Balanced

Don’t worry about balancing your checkbook— that’s what we do for you!

Quickbooks® Online Migration

Free migration to QuickBooks Online for 24/7 account access for you and your team with no monthly Intuit fee for eAssist Dental Accounting customers.

Entries & Expenses Categorized

We create all of your accounting journal entries (deposits and payments/debits and credits) and categorize your expenses for you.

Dental Software Reconciled

We reconcile your dental software, EFT deposits, & merchant statements with your bank and with QuickBooks— a step often overlooked by non-dental specific accounting firms.

Financials available 24/7

Real time profit and loss, balance sheet, and statement of cash flows available 24/7 with your free QuickBooks® online account.

Essential Bookkeeping Dental Accounting Service Fees

The amount of work to reconcile your dental software, merchant statements, Quickbooks®, EFTs, and your bank account is variable depending on how many patients you service monthly. Smaller offices are a lot less work, hence the fee is less than a higher volume office. The fees for the dental accounting essential service as described above are variable depending on your total office collections. There is a one-time setup fee of $299 for all sized offices adding this service.

Starter

sized dental office

If the office’s total
collections are under
$40k/month

$349 / month

Sign Up

Medium

sized dental office

If the office’s total
collections are between $40k
and $100k/month

$399 / month

Sign Up

Large

sized dental office

If the office’s total
collections are between $100k
and $150k/month

$529 / month

Sign Up

Enterprise

sized dental office

If the office’s total
collections are greater than
$150k/month

$699 / month

Sign Up
* Pricing is based on reconciliation of one checking account and one credit card account.
* Should prior months reconciling be required, additional fees may apply.
* If reconciliation is required for multiple locations an additional fee may apply

2. Advanced Bookkeeping Service with Bill Pay

Keep Your Accountant—We pay your bills and keep your books

Take your bookkeeping to another level of convenience and safety by adding our Advanced Bookkeeping Dental Accounting Service with Bill Pay. We pay your bills through your bank’s bill pay through limited access accounts. Your staff no longer needs to write checks to vendors or have access to your bank’s online account. Take your checks home and keep them safe!

2. Advanced Bookkeeping Service with Bill Pay

Keep Your Accountant—We pay your bills and keep your books

Take your bookkeeping to another level of convenience and safety by adding our Advanced Bookkeeping Dental Accounting Service with Bill Pay. We pay your bills through your bank’s bill pay through limited access accounts. Your staff no longer needs to write checks to vendors or have access to your bank’s online account. Take your checks home and keep them safe!

Includes all features of Essential Service

The Advanced Bookkeeping Dental Accounting Service with Bill Pay includes all of the features of the Essential Bookkeeping Service described above.

Staff Scans Bills to be Paid

Your staff scans bills into a HIPPA compliant cloud based folder that is shared.

HIPPA Compliant Bill Pay Folder

Any bills placed in this folder will be paid by us through your financial institution’s bill pay system when the bill is due.

You Decide which Bills are Paid

Simply keep any bills you don’t want paid out of this folder. It’s that easy.

Mission Accomplished

We do all the tedious work of accounting and paying vendors so your staff can focus on keeping your schedule full!

Weekly Reports

Emailed weekly and monthly reports communicate which bills have been paid so you always have a pulse on where your money is being spent.

Advanced Bookkeeping Service with Bill Pay Fees

The amount of work to pay your bills and reconcile your dental software, merchant statements, Quickbooks®, EFTs, & your bank account is variable depending on how many patients you service monthly. Smaller offices are a lot less work, hence the fee is less than a higher volume office. The fees for the Advanced Bookkeeping Dental Accounting Service as described above are variable depending on your total office collections. There is a one-time setup fee of $399 for all sized offices adding this service.

Starter

sized dental office

If the office’s total
collections are under
$40k/month

$449 / month

Sign Up

Medium

sized dental office

If the office’s total
collections are between $40k
and $100k/month

$549 / month

Sign Up

Large

sized dental office

If the office’s total
collections are between $100k
and $150k/month

$649 / month

Sign Up

Enterprise

sized dental office

If the office’s total
collections are greater than
$150k/month

$849 / month

Sign Up

3. Expert Bookkeeping Service with Bill Pay and a CPA

Use our CPA—We pay your bills, keep your books, and prepare your tax returns

With this full-service package, you get everything included in the Advanced Bookkeeping Service with Bill Pay and an important bonus. We’ll provide you with a seasoned eAssist dental CPA who will file your quarterly and annual taxes. In addition, your eAssist dental CPA will hold virtual quarterly forecasting meetings with you to plan your best financial strategies at no additional cost. If you don’t already have an accountant and want to streamline your practice’s financials as well as your own, this is the plan for you. This Expert Bookkeeping Service with Bill Pay and a CPA includes all of the features of the Advanced Bookkeeping Service with Bill Pay, plus the following:

3. Expert Bookkeeping Service with Bill Pay and a CPA

Use our CPA—We pay your bills, keep your books, and prepare your tax returns

With this full-service package, you get everything included in the Advanced Bookkeeping Service with Bill Pay and an important bonus. We’ll provide you with a seasoned eAssist dental CPA who will file your quarterly and annual taxes. In addition, your eAssist dental CPA will hold virtual quarterly forecasting meetings with you to plan your best financial strategies at no additional cost. If you don’t already have an accountant and want to streamline your practice’s financials as well as your own, this is the plan for you. This Expert Bookkeeping Service with Bill Pay and a CPA includes all of the features of the Advanced Bookkeeping Service with Bill Pay, plus the following:

Includes all features of Advanced Service with Bill Pay

The Expert Bookkeeping Dental Accounting Service with Bill Pay and a CPA includes all of the features of the Advanced Bookkeeping Service described above.

Standardized Chart of Accounts

We organize your chart of accounts properly for a dental office. They will be standardized against industry best practices–which allows us to efficiently help you compare your performance with your peers.

Quarterly Tax Returns Filed

Any bills placed in this folder will be paid by us through your financial institution’s bill pay system when the bill is due.

Annual Tax Returns Filed

All annual tax returns required are prepared and filed correctly and on time.

Strategy Planning Meetings

Quarterly financial tax strategy planning meetings with you eAssist dental CPA to help you find and use all the legal expenses the law allows that minimize your taxable income.

Free Email Support

Free email support from your eAssist dental CPA. We won’t charge you to ask for advice or seek professional CPA counsel. Its all included in the Expert Bookkeeping Service package.

Expert Bookkeeping Service with Bill Pay and a CPA Fees

The amount of work to file your taxes, pay your bills, and reconcile your dental software, merchant statements, Quickbooks®, EFTs, & your bank account is variable depending on how many patients you service monthly. Smaller offices are a lot less work, hence the fee is less than a higher volume office. The fees for the Expert Bookkeeping Dental Accounting Service as described above are variable depending on your total office collections. There is a one-time setup fee of $399 for all sized offices adding this service.

Starter

sized dental office

If the office’s total
collections are under
$40k/month

$499 / month
+ $499 / qt

Sign Up

Medium

sized dental office

If the office’s total
collections are between $40k
and $100k/month

$549 / month
+ $549 / qt

Sign Up

Large

sized dental office

If the office’s total
collections are between $100k
and $150k/month

$699 / month
+ $599 / qt

Sign Up

Enterprise

sized dental office

If the office’s total
collections are greater than
$150k/month

$899 / month
+ $799 / qt

Sign Up

EFT Reconciliation ala-carte Service

From Dental Bookkeeping and Accounting Team!

Doctors can choose this service as a stand-alone option. This service will include EFT reconciliations on a daily basis, we will make sure the software matches up to what is going into the bank account. We will still be using the QBO platform but the clients’ will not have access to QBO unless they subscribe to full bookkeeping services.

Learn More

eAssist Dental Payroll Service add-on