Transaction categorization & records
We categorize financial transactions in your bookkeeping system and organize the supporting records. When an item needs context, we clarify it with your team rather than make assumptions.
Monthly bookkeeping for dental practices
Dental bookkeeping,
built around your practice.
A dependable monthly routine for your books, with financial statements you can use. We organize the recurring work so it takes less of your attention to understand how your practice is doing.
Monthly support
$350 / month, starting price
Scope and fees agreed in your proposal.
What we handle
The recurring work,
properly looked after.
Monthly bookkeeping gives your financial records a consistent structure. Here is the work behind that foundation.
Bank & credit card reconciliations
We compare the accounts in your books with the corresponding statements and investigate differences, so missing entries and unexplained balances can be addressed.
Monthly financial statements
We prepare statements from the reconciled books to help you understand the month’s activity and your practice’s financial position.
Quarterly financial analysis
We examine profit and loss, costs relative to income, and cash flow to help you see changes over time and identify questions worth a closer look.
What you receive
A clearer view of
the business you own.
Your monthly statements answer different questions. Together, they give you a more useful picture than a bank balance alone.
- Income statement
- Revenue, expenses, and the resulting profit or loss for the period. A starting point for understanding where the practice’s money goes.
- Balance sheet
- What the business owns and owes, along with its equity, at a point in time.
- Cash flow statement
- How cash moved through the business, helping explain why reported profit and cash in the bank can differ.
We agree the reporting package and delivery schedule during onboarding. Timing depends on receiving the required information and completing any outstanding bookkeeping.
How the monthly workflow works
A routine your team
can work with.
We agree who provides information, who answers questions, and how work is reviewed. QuickBooks Online or Xero supports the process; the workflow is built around your practice.
Your team shares the records.
You provide the agreed account access, statements, receipts, and supporting information through the channels established at onboarding.
We work through the books.
We categorize transactions, reconcile accounts, and bring items that need explanation back to your designated contact.
We resolve the open questions.
Your team supplies missing context and confirms items that require owner input. Business decisions and approvals stay with you.
You receive the financial picture.
We prepare the monthly statements and carry the agreed workflow into the next period, with financial analysis each quarter.
A dental perspective
Your books should reflect
how your practice works.
Lab bills, clinical supplies, and merchant fees deserve useful categories, not a growing list of miscellaneous expenses. During onboarding, we review the account structure with your practice’s reporting needs in mind.
We also discuss the records available to explain deposits and settlements. Any reconciliation involving practice-management reports is scoped around the information and systems you actually use.
Bookkeeping is separate from clinical billing. Insurance claim submission and patient collections are not included in the monthly bookkeeping service.
Meet the people behind OrusWorking alongside your accountant
A clearer handoff.
A continuing relationship.
You can keep your existing accountant. Orus handles the agreed bookkeeping work and collaborates with them on the records and reports they need for year-end.
Personal tax and year-end accounting services are not included. Payroll and historical catch-up work are discussed and scoped separately.
We agree responsibilities at the outset so your practice, your accountant, and Orus know who is handling what.
Pricing & getting started
Start with the support
your practice needs.
$350 / month, starting price
What determines your proposal?
We look at your accounts, transaction activity, business entities, current records, and reporting needs before agreeing the scope and monthly fee.
A considered transition
We start with a conversation about your practice, review the existing setup, and document the workflow. If your books need catching up, we agree that work before moving into the monthly routine.
Setup, software, and scope of service are tailored to your practice. All fees and applicable taxes are outlined in your proposal.
Dental bookkeeping questions
A few things you
may be wondering.
What does the monthly service include?
Transaction categorization and record keeping, bank and credit card reconciliations, monthly financial statements, and quarterly financial analysis. Your proposal specifies the accounts, entities, and work covered by your monthly fee.
Can we keep our current accounting software?
QuickBooks Online and Xero are our preferred platforms. We review your current setup before recommending a change. Software costs and any setup work are outlined in your proposal rather than assumed to be included in the starting price.
Can you help if our books are behind?
Yes. We assess the records and scope the catch-up work separately. The amount of historical work and the information available determine the transition into ongoing monthly bookkeeping.
Do we need to change our accountant?
No. We work alongside your existing year-end accountant and agree how records and reports will be shared. Orus does not provide personal tax or year-end accounting services.
When will we receive our monthly reports?
We agree the schedule during onboarding. Completing the reports depends on receiving the required records and resolving outstanding questions. Any historical cleanup is considered when setting the first reporting period.
Does bookkeeping include payroll or insurance billing?
Payroll is a separately scoped service. Insurance claim submission and patient collections are not part of monthly bookkeeping. We clarify the boundary between financial record keeping and the work your practice team manages.
What information should we bring to the first conversation?
A general outline of your practice, your accounting software, whether your books are current, and what you would like help with is enough to start. Please don’t send patient information, passwords, or sensitive financial records through the enquiry form.
Let’s start with your practice
A better routine
for your books.
Tell us how you manage things today and what you would like to take off your plate. We’ll talk through the support that makes sense for your practice.
THOUGHTFUL IN OUR APPROACH.
METICULOUS IN THE DETAILS.