Why a dental group needs more than one P&L.
In dental, the best month on paper can be the tightest month in the bank. Insurance timing, membership plans, and equipment debt all pull profit and cash apart. In a group, the same gaps repeat at every office, and a strong office can hide a weak one.
So the books have to work at two levels. Each office needs its own P&L, and the group needs consolidated statements that tie out across every entity.
What dental bookkeeping means for a group
Membership plans
Plan fees count as income over the plan year, not in the month they are paid.
Hygiene as a profit center
Hygiene wages and hygiene production are tracked on their own at every office.
Collections tied to production
Deposits are matched to your practice software, so collections tie back to what was produced.
Books for every office
Each office has its own P&L, because a busy office can hide one that is losing money.
Every entity in one view
Management fees and intercompany balances are reconciled each month, so the group numbers tie out.
Equipment on the balance sheet
Imaging and CAD/CAM are capitalized and depreciated, and the loans sit on the balance sheet.
Numbers we watch for every office
- Production versus collectionsWhat each office produced against what it actually collected.
- Payroll as a share of collectionsThe largest cost line, read office by office.
- Hygiene profitabilityWhether hygiene covers its own cost and adds to profit at each office.
- Associate contributionWhat each associate adds after their pay and direct costs.
- Days in accounts receivableHow long money owed to the office takes to come in.
- Revenue per operatoryWhether each operatory you built is earning back its cost.
Services for dental groups
Financial foundation
The books and taxes
Books and payroll
Bookkeeping, payroll, and a monthly read of the numbers.
Tax planning with your CPA
Planning all year, so your CPA files every entity from closed, accurate books.
Planning and performance
How the group runs
Dental Performance System (DPS)
Like EOS, built for dental. Pick a destination and a date, and the plan works back from there.
Location analytics
Every office compared on the same numbers.
Quarterly planning days
Review the numbers and set priorities for the quarter.
Financial planning
Where owners want to end up
Practice health and value
Normalized EBITDA built over years toward your exit date.
Personal planning and estate
Owner savings and retirement, with partner advisors.
Frequently asked
Do you work with dental groups that are not part of a DSO?
Yes. Most of the groups we work with are owner-led, with 3 to 20 offices. The books are set up by office and by entity either way.
How do you compare offices in a dental group?
Every office reports the same measures each month: production versus collections, payroll as a share of collections, hygiene profitability, associate contribution, days in receivables, and revenue per operatory. That makes a weak office visible even when the group total looks fine.
When should a dental group start preparing for a sale?
Years before the sale. A buyer values the group on normalized earnings over several years, so clean office-level numbers built early raise what the group is worth. That holds even if the plan is to keep growing.
Do you prepare tax returns?
Tax filing stays with your CPA. We keep the books your CPA files from and plan entity and equipment questions with them during the year, so nothing waits until the return is due.