Dental Practice Accounting for Chicago & the North Shore

Strong financial systems help keep your practice running smoothly

A profitable, well-run dental practice starts with the right financial partner. We understand the challenges dental professionals face—from high equipment costs and insurance write-offs to managing staff payroll and planning for taxes on higher income. Our accounting services help dentists strengthen their practice while focusing on patient care.

A dental clinic icon. A building with a tooth symbol above the entrance.

Accounting Designed for Dentistry

We work with a full spectrum of oral health professionals, including:



  • General dentists
  • Orthodontists
  • Periodontists
  • Endodontists
  • Oral surgeons
  • Multi-location dental groups

We understand the financial structure of dental practices and speak your language—production vs. collections, hygiene vs. provider revenue, insurance adjustments, lab fees, supply costs, and overhead benchmarks. This ensures you receive accounting guidance tailored to your practice model.

Bookkeeping, Payroll, Reporting & Advisory—All in One Place

Our specialized support for dental practices includes:



  • Dental-specific bookkeeping and financial clean-up
  • Payroll processing for hygienists, dental assistants, and staff
  • Tracking patient receivables and insurance reimbursements
  • Monitoring production, collections, and provider performance
  • Monthly financial statements with dental KPIs
  • Cash flow management and budgeting
  • Support with lease vs. buy decisions for equipment
  • Section 179 planning for high-cost dental equipment
  • Tax planning for high-earning dentists

We help you reduce taxes, improve profitability, and maintain accurate books you can rely on.

Dentist showing teeth model to a child and parent in dental office.

Minimize Taxes and Maximize Your Take-Home Income

Dental practices often invest heavily in equipment and technology. We help you leverage tax opportunities such as:



  • Section 179 and bonus depreciation for equipment
  • Cost segregation for dental office build-outs
  • Retirement plan strategies for high-income dentists
  • Optimizing business structure for tax savings
  • Preventing commingling of personal and practice expenses

We stay ahead of tax law changes to ensure your practice—and your personal income—are protected.

Guidance for Every Stage of Your Career

Whether you’re expanding to a second office, adding associates, or planning to sell your practice, we provide strategic insight to guide major decisions.



We assist with:


  • Practice valuation support
  • Expansion and new-location planning
  • Profit margin improvement
  • Staff compensation modeling
  • Succession & retirement strategies
  • Transition planning for practice sale or acquisition

Our goal is to support your practice’s growth—and your long-term financial wellbeing.

Clear Reports, Strategic Insight & Industry-Focused Experience

Dentists rely on us because we provide more than bookkeeping—we deliver insights that help practices boost productivity, reduce expenses, and stay financially healthy. Our experience, responsiveness, and understanding of dental workflows make us a reliable partner for long-term success.

Frequently Asked Questions

  • Do you help analyze production vs. collection rates?

    Yes. We prepare financial reports that highlight the relationship between production, collections, adjustments, and write-offs—giving dentists insight into scheduling efficiency, case acceptance, and revenue leakage.

  • How can you help manage high overhead in a dental office?

    We benchmark your overhead categories against industry norms and identify where expenses can be reduced without compromising patient care—such as supplies, lab fees, staffing, and facility costs.

  • Do you assist with financing for equipment or office expansions?

    Yes. We prepare financial analyses, projections, and lender-ready documents to support equipment purchases, build-outs, or adding a second location.

  • Can you evaluate whether bringing on an associate is financially viable?

    Absolutely. We model the cost of adding an associate—compensation, production expectations, hygiene support, and increased overhead—to determine if the decision will increase your bottom line.

  • Do you offer support during practice transitions or sales?

    Yes. We help with valuation review, tax planning for the transaction, transition strategy, and coordination with brokers and attorneys to ensure both your financial and tax interests are protected.

Person in blazer at wooden desk using calculator, looking at charts. Coffee, tablet, and sanitizer nearby.

Drill Down Your Expenses and Strengthen Your Financial Health

Let us handle the accounting so you can focus on caring for your patients.