Bookkeeping and Accounting for Dentists and Small Dental Groups
Bookkeeping and accounting for solo and small-group dental practices, supervised by PizzelloCPA, PLLC. Production vs collection, hygiene revenue, lab cost tracking, equipment depreciation, S-Corp planning, and HIPAA-aware workflows. From $199/mo.
Dental Practices Run on Production. Most Books Are Run on Collections.
Every dental practice tracks two revenue numbers that almost never match: production (the dollar value of work the practice produced this month) and collection (the dollar value the practice actually received). The gap is real, persistent, and largely invisible in books built by generalist bookkeepers who book deposits and call it revenue.
Layer in hygiene as its own profit center, lab cost as a meaningful direct cost, supply costs that vary widely with case mix, and equipment depreciation on chairs, X-ray, CBCT, and intraoral scanners, and the bookkeeping a dental practice needs is genuinely different from a generic small-business chart of accounts.
We are not a vertical dental-CPA firm. bookkeepz, LLC is a bookkeeping firm, with CPA work handled by our affiliated firm PizzelloCPA, PLLC, and we handle solo and small-group dental practices well alongside other private practices. Where a vertical dental-CPA firm makes more sense (high-volume DSO, multi-location consolidation, complex partnership transitions), we will tell you. Where a CPA-supervised generalist works fine (most solo and small-group practices), we deliver a clean financial picture every month.
Dentists We Serve
Single-DDS or DMD practices, mostly insurance-paneled with cash-pay add-ons.
Out-of-network or membership-model practices outside insurance entirely.
2 to 5 doctor practices with associate dentists, partner draws, and shared overhead.
Endodontics, periodontics, oral surgery, prosthodontics, and pediatric dentistry practices.
Hygiene as a tracked profit center with separate revenue, productivity, and supply tracking.
Cash-pay cosmetic, whitening, and clear-aligner work blended into a primarily insurance practice.
What We Handle That Generic Bookkeepers Miss
Production vs Collection Tracking
Most dental software (Dentrix, Eaglesoft, Open Dental, Curve) tracks production at the procedure level. The piece that fails is the sync to QuickBooks. We reconcile so production and collection are both visible in your books, with the gap (write-offs, adjustments, AR aging) explicit and trended.
Hygiene as a Profit Center
Hygiene revenue, hygienist comp, hygiene supplies, and hygiene equipment depreciation get tracked separately so you can see what hygiene actually contributes to the practice and whether your hygiene program is operating efficiently.
Lab Cost Tracking
Lab cost is one of the largest variable costs in a dental practice and is usually the most volatile. We track it as direct COGS by case category (crown and bridge, removables, implants, ortho appliances) so margin per case type becomes computable.
Supply Cost Discipline
Dental supplies are easy to over-order and easy to lose track of. We track supply spend as a percent of production each month so abnormal months get flagged immediately.
Equipment Depreciation
Dental chairs, panoramic and CBCT X-ray, intraoral scanners, CAD/CAM units, and sterilization equipment are real capital. We track depreciation properly and run the Section 179 vs straight-line vs bonus depreciation analysis annually.
Insurance Write-Off and Adjustment Tracking
Insurance pays a fraction of UCR. We separate gross billed, contractual write-offs, and net collected by payer so you know what each contract is actually costing the practice in concession.
HIPAA-Aware Workflows, BAA Available
We never need PHI to do bookkeeping. Financial data is separated from clinical by design, and we sign Business Associate Agreements on request.
S-Corp Election and Reasonable Comp
Dental services are SSTB so QBI phases out fast. The S-Corp self-employment tax savings still pencil out once profit clears overhead. We benchmark reasonable comp against ADA, BLS, and Levin Group survey data with adjustments for the practice owner mix of clinical, supervisory, and ownership work.
Packages Starting at $199/mo
Every package includes a dedicated bookkeeper, monthly reports, CPA oversight (PizzelloCPA, PLLC), and tax-ready books.
Solo dentist, clean books, monthly recon
Hygiene profit center, lab cost tracking, AR aging by payer
Group practices, partner draws, multi-revenue streams, live dashboard
Common Questions
Why aren't you positioned as a dental-only accounting firm?
bookkeepz, LLC is a bookkeeping firm serving private practices broadly, with CPA review and tax work from our affiliated CPA firm, PizzelloCPA, PLLC. For high-volume DSO consolidation, multi-location partnership transitions, or complex M&A, a vertical dental-CPA firm is probably a better fit and we will tell you. For most solo and small-group practices, our setup delivers a clean financial picture without the premium price tag of a dental-only firm.
Do you integrate with Dentrix, Eaglesoft, or Open Dental?
Yes. We pull production and collection data from your practice software into QuickBooks Online so your dental software stays the system of record for clinical, and QBO is the system of record for finance.
How do you treat hygiene revenue?
As its own tracked profit center. Hygiene revenue, hygienist comp, hygiene supplies, and hygiene-specific equipment all get separated so you can see what hygiene contributes to the bottom line.
Do you offer a Business Associate Agreement?
Yes. Dental clients can request a BAA during onboarding. We never need PHI to do bookkeeping. Financial data is segregated from clinical records by design.
Should my dental practice elect S-Corp status?
Almost always once profit clears about $100,000 for a solo. Dental is SSTB so QBI phases out quickly, but self-employment tax savings on owner draws are significant. We run the analysis during onboarding.
How do you handle associate dentist comp?
We model the comp formula (typically percent-of-collected on associate-produced work, sometimes daily-rate plus production bonus) in your chart of accounts so the math is auditable every month.
What about transitions, buy-ins, or sales?
For straightforward associate-to-partner buy-ins or simple sales, we can support the transaction. For complex DSO transitions or multi-practice consolidations, we will recommend a vertical dental-CPA firm or transaction specialist.
Do you handle accounting for dental groups?
Yes, small group practices are a core fit. Multi-dentist production tracking, associate comp, hygiene profit centers per location, and partner allocations all need group-level accounting discipline. We are built for solo through small-group; large DSO consolidation is not our lane, and we will say so if that is what you need.
What does pricing look like for a solo dentist?
Most solo practices fit our Grow tier ($349/month) given the hygiene profit center and lab cost tracking. Group practices and specialists usually land in Surge (custom). Every engagement includes CPA oversight from PizzelloCPA, PLLC.
Cited authorities and resources
We benchmark our work against primary sources, not opinion. Some of the references we coordinate with for dentists engagements:
- • BLS Occupational Employment & Wage Statistics for reasonable-compensation benchmarks.
- • IRS Form 2553 for S-Corp election timing and eligibility.
- • IRS Section 199A (QBI) guidance for the SSTB phaseout that applies to most private practices.
- • IRS Publication 946 for depreciation, Section 179, and bonus depreciation choices on practice equipment.
- • HHS HIPAA for Professionals for the workflow expectations on practices that touch PHI.
S-Corp planning, reasonable-comp analysis, and tax-strategy coordination are included in our engagement. For legal questions, we coordinate with your attorney.
Guides from our blog for dentists
Production vs collection for dental practices · Accounting for dental groups
Not a dentist?
We serve the full private practice ecosystem. Therapists, Veterinarians, Optometrists & Ophthalmologists, and more.
Books built for solo and small dental practices
Book a free 30-minute consult. Bring a recent month's production and collection report and a representative lab invoice. We'll show you what cleaner books would look like and whether we are the right fit for your practice.
Book Your Free ConsultOr call us: 855.297.BOOK (2665)