Fractional Financial Controller • San Diego

The Financial Controller
Your Practice Doesn't Have.

Most dental practices have a bookkeeper and a tax CPA. The financial layer between them, the part that verifies the work, produces the reports, tracks the right KPIs, and advises on the decisions, is usually missing. That's what I do.

Request a Free PPO Audit See How It Works

The Missing Middle Layer

What's a Controller?

Bookkeeper
Records the transactions.
  • Records daily transactions in QuickBooks
  • Categorizes expenses and codes transactions
  • Reconciles bank and credit card accounts
Daily / Weekly
Usually Missing
Controller
Verifies and interprets them.
  • Does the QuickBooks bookkeeping and monthly close (no separate bookkeeper needed)
  • PPO underpayment detection and appeals
  • Monthly financial statements: P&L, Balance Sheet, Cash Flow
  • Dental KPI dashboard: collection rate, overhead %, AR aging, hygiene rebooking, production per provider
  • 13-week rolling cash flow forecast and budget vs. actual
  • Payer-by-payer reimbursement and provider productivity analysis
  • Strategic advisory on hires, equipment ROI, and growth decisions
Monthly Oversight
CPA
Files the taxes once a year.
  • Files annual business tax return
  • Year-end tax planning
  • Responds to IRS notices
Annual

A controller sits between the bookkeeper and the CPA. They make sure the books are right, produce financial statements you can actually read, track the KPIs that tell you how the practice is performing, and advise on the financial decisions that affect everything else. Most large practices have this role in-house. Most small and mid-sized dental practices don't have it at all. That gap is where money leaks, decisions get made on bad data, and PPO underpayments go unnoticed for years.

Why Your Practice Needs One

Three Reasons Your Numbers Need Oversight

Books Need Verification, Not Just Transactions

Someone records the numbers. No one verifies the numbers are right. Errors compound for years without an oversight layer reviewing the work.

KPIs Need Someone Who Knows What Good Looks Like

Collection rate, AR aging, overhead percentage, case acceptance. Industry benchmarks exist. Most practices don't know theirs or what they should be.

PPO Carriers Need Someone Auditing Every Payment

Carriers underpay 3 to 5 percent of insurance revenue on average. Most practices never catch it because their billing team is processing too many claims to spot patterns.

Who I Am

Healthcare-Trained. Dental-Specific.

I'm Adam Atmar. I spent the last several years doing healthcare accounting at Kaiser Permanente, managing reconciliations across $150M+ in monthly payment volume.

I built Solai to bring that same financial rigor specifically to dental practices in San Diego. Same accountant every month. Direct partner access. No revolving door of junior associates. No offshore team in a different time zone. Just one person who does the work and knows the numbers.

Read my full story →

Start With a Free PPO Audit

48-hour turnaround. I tell you exactly which carriers are underpaying you, on which procedures, and the appeal deadline for each one. The report is yours to keep, regardless of next steps.

Request Your Free Audit Call or Text (619) 768-2216

Just need clean books to start? See monthly bookkeeping from $1,000/mo ›

San Diego, California • Fractional Financial Controller • Dental Practice Specialist