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Monthly QuickBooks Online bookkeeping for dental practices only, including overhead percentages compared with 100+ practices we serve.
RYAN LEVY, CPA, CFP®, CVA
Levy CPAs | Dental CPAs and Advisors | levydentalcpa.com
DENTAL CPA
"Sona and the Percentology team have been exceptional partners for our dental CPA firm over the years. Their meticulous attention to detail, prompt responsiveness, and deep expertise in the dental industry enable them to deliver outstanding bookkeeping services tailored to their clients’ needs. By providing accurate and reliable financials, Percentology significantly reduces the time we spend correcting accounting records, allowing our team to focus on what we do best."
DR. BRIDGET LERVICK
"Great bookkeeping services - they help me save time, know the dental industry, and are thorough. I just answer a few questions each month (and these are minimal because of how familiar they are with dental), and they manage my QuickBooks seamlessly. I also love the dashboard showing client averages. Highly recommend!"
DR. ADAM MARENGI
"I've been with Sona and her team at Percentology since the beginning of my practice ownership, and I would feel completely in the dark without them. I know where every dollar is being spent, and it's been a major tool in making my business as efficient as I can possibly make it. There are only a few "can't live without" services/products in my dental practice, and this is one of them."
Who is our service for?
Dental Practices Only
Percentology is for a dental practice on QuickBooks Online that wants frequently updated bookkeeping and overhead compared with other practices. If you don't know what software you're currently using, that's okay. We can start you fresh in QuickBooks Online.
Your books are behind and unclear
You're a fit if the books are behind, the overhead is unclear, or your CPA spends tax season cleaning up the file. You never have true clarity in your spending during the year, and you only see the totals after taxes are filed. Or maybe you never see the totals.
You want access to your bookkeeping
You don't currently have access to your bookkeeping, and you need to request reports. You can't see details in your expense accounts, so you can't tell whether anything is correct.
Your practice is less than $5M in revenue
The best fit is usually under $5 million in annual revenue per entity. We will evaluate larger practices on a case-by-case basis. We just want to ensure you'll be happy.
You've got payroll and bill paying covered in-house
We are not a fit if you want someone to pay the bills, run payroll, or prepare the tax return. You keep those. We keep the books.
What's included?
Monthly Close
Bank and credit-card accounts reconciled, transactions categorized, and the books done each month like clockwork.
Payroll by Department
Loan Reconciliations
Loan principal, interest, and payments are reconciled so you can track balances, and the facility percentage is not missing interest.
Overhead Dashboard
Your overhead percentages compared with 100+ general practices, included with the service.
Specialty comparisons
Specialty clients can compare with industry standards in the dashboard.
Questions answered during the month
The office can ask where a transaction went, instead of waiting for tax season.
A dedicated bookkeeper
One person working directly with you, and a small team supporting each other. All in the USA.
Vendor and category consistency
Review monthly spending across vendors instead of expense accounts. Built into our client dashboard.
Online access to everything
You and your CPA both have online access to your bookkeeping and all of your financial reports in QuickBooks Online. Accessed through a web browser, not in PDFs you have to request.
What's not included?
No tax returns
Your CPA prepares the taxes. We keep the books ready for your CPA.
No bill pay or check writing
Your office pays your bills. We record and reconcile the payments as they show in your bank and credit card accounts.
No payroll processing
Your office runs the payroll. We split the wages into dental departments and reconcile them with your payroll reports to ensure nothing is missed.
No collections reconciliations
We do not match the practice-management collections report to the deposits. Your office checks collections against merchant reports, deposit slips, and EFT notices daily. We record patient fee income from the bank activity in QuickBooks Online.
Who does what?
Your Office
Your office runs payroll, pays the bills, and records patient and insurance collections. Your office matches the practice-management report to merchant batches, deposit slips, and EFT notices daily or weekly.
Your CPA / Tax Preparer
Your CPA prepares the tax returns. We keep the books ready for them and will work directly with them to answer questions and provide bookkeeping-related documents.
Percentology
Percentology closes the books each month in QuickBooks Online. We categorize all transactions, reconcile bank and credit card accounts, split payroll by department, reconcile loans, and update the overhead dashboard.
Payroll Service
Your payroll service answers payroll questions, supports payroll corrections, files payroll tax returns, responds to payroll tax notices, and often provides HR and benefits support.
Client Dashboard
Client dashboard included. It compares your overhead percentages with 100+ general practices. Our specialty clients can compare with industry standards.
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How does it work?
Our unique approach makes it easy to see where your money goes at a glance by doing the bookkeeping specifically for overhead percentage benchmarking. You just continue to pay your bills and run your payroll. Meanwhile, your dedicated Percentology bookkeeper tracks all financial activity in QuickBooks Online, so you can easily see where you stand.
1
STEP 1
We track your financial activity in QuickBooks Online.
You continue to pay your bills and run payroll while a dedicated bookkeeper tracks your business's financial activity weekly in QuickBooks Online.
2
STEP 2
We send one monthly email with questions.
For any transactions that aren't clear to categorize, we will set them aside during the month and list them in an email for you to clarify when the month ends. That means minimal interruptions for you.
3
STEP 3
Done! You have clear overhead costs at your fingertips.
Log in to your client dashboard to track your income and overhead targets and see how your overhead expenses compare with industry and our client averages.
Pricing
Under $1M in Collections
$500
Per Month
$1M Collections
$700
Per Month
$2M Collections
$900
Per Month
$3M Collections
$1,100
Per Month
$4M Collections
$1,300
Per Month
Prices are for one entity and are subject to change.
Catch-Up and Clean-Up
Often, we can't use the old bookkeeping. We undo what's been done for the year, and we rebuild that year before the monthly close starts. This keeps current-year overhead percentages clean and correct and matches each new year going forward, so you can track trends. We bill the rebuild at the same monthly rate for each month we redo.
How billing works
We bill upfront for the retroactive bookkeeping before we get started. Then regular bookkeeping payments will start on the 1st of each new month and will be charged to the credit card you keep on file.
$5M+ Collections
We'll need to provide a custom quote for annual collections of $5M and above. Please schedule a call with us so we can talk it over.
Cancel anytime
You are not locked in for a set period. You can cancel the next month of bookkeeping as long as you notify us before the 1st of the new month.
Testimonials
DR. HORACIO FALCON
Before working with Percentology, my biggest challenge was finding the right person to maintain our bookkeeping for a dental practice correctly. Seeing how our practice was doing was difficult because the reports were never accurate or useful. Not having accurate financial reports held my practice back, and to say it was frustrating is an understatement. From my experience, most accountants don't do dental bookkeeping correctly, but Percentology does. After I started working with Percentology to maintain the bookkeeping, it took a massive weight off my shoulders because I’ve finally been able to log in to QuickBooks and access clean, readily available financial reports to see where my money is going. When onboarding with Percentology, Sona was able to update last year’s bookkeeping, along with the current year, faster than I thought she could. I also really appreciate how their monthly process is so easy for me as a busy practice owner because they know dentistry, and the peace of mind of having the bookkeeping done well and on time every month is worth every penny. I'm also remodeling the office, and having the clean financial reports available for the bank has been critical. Instead of wasting time chasing down accurate financial reports, Percentology’s service runs like clockwork. It allows me to consistently leverage the reports to focus on tasks that have a bigger impact on the business. The communication with Sona and her team is amazing, and they really understand the dental business. Sona always gives the right advice when asked, and I am truthfully happy and grateful for her work. If you’re on the fence about working with Percentology, don't wait on it. Take the jump and have a professional take care of your financial reports. — Dr. Horacio Falcon Falcon Dental Group P.S. Many years ago, I worked with Percentology for a while and then left. I thought I could maintain the bookkeeping myself to save money, and my accountant said they could help. So I stopped working with Sona. It was the biggest mistake of my business life. It became so much work and a tremendous mess. I had no control or ways to see how my business was doing or where my money was going. Luckily, Sona took me back, and I look forward to many more years of a relationship. I highly recommend them, but if you’re still in doubt, email me and I'll be happy to share my experience.
DR. JOHNNY KUTTAB
“Here’s a secret no one tells you: It’s all about the bookkeeping! Do you think your CPA is the hero of your financial story? Think again. The real magic happens before your accountant even lifts a finger—and that’s where Percentology comes in. Since 2015, their bookkeeping team has transformed the business side of my three practices, giving us efficiency, accuracy, and financial clarity like we’ve never had before. They don’t just “do the books.” They consistently provide clean, precise, tax-ready financials for our CPA and me on a silver platter, making tax season a breeze. No scrambling. No surprises. Just seamless coordination between bookkeeping and tax strategy. If you’re still drowning in spreadsheets or dealing with a numbers mess at the end of the year, then stop. Work with Percentology. Let them run your books like a well-oiled machine, and watch how much smoother (and more profitable) your business becomes. Our practices are still setting records year after year. Thank you, Sona and the Percentology team!”
DR. LAUREN HUFFAKER
"I used Percentology's bookkeeping service from the beginning of opening my practice in 2017. Controlling office overhead is a huge part of my success as a business owner. Being able to have someone in the background categorizing all of my expenses and then being able to pull the percentages up on an easy-to-read dashboard makes managing overhead a breeze. Sona provides great customer service, and her team is wonderful. My CPA is always impressed with how clean my books are. It's a no-brainer!"
How to get started:
1
STEP 1
Start with a scheduled call.
Complete our schedule call form, and then we will align around your vision and goals for your dental practice bookkeeping to ensure we are the right fit.
2
STEP 2
Gather some items for us.
We will send you a simple list of five items to gather so our team can get started. We know you're busy with patients, so we make it easy.
3
STEP 3
Sit back and relax.
Hang tight while we redo the entire year of bookkeeping to ensure everything is correct and consistent for overhead comparisons against industry averages (which is also important for comparisons to months/years moving forward).
4
STEP 4
Discover where you stand.
We will give you a recorded video tour of navigating your QuickBooks Online reports and our overhead software, and then we will keep your practice numbers consistently updated moving forward.