Services & Pricing
Most of what I do is monthly: closing the books, producing financial statements, tracking KPIs, auditing PPO payments, and advising on the decisions that affect everything else. Practices choose between two engagement levels based on the depth of controller work they need. Both include the PPO underpayment audit. No hourly billing. No surprise invoices. Cancel anytime.
Start Here • New
Not ready for a full controller engagement? Our entry tier is monthly bookkeeping, close, and financial statements from $1,000 to $1,500 per month. For dental practices and small businesses alike. Move up to Foundation or Growth only when you need to.
Monthly Engagement
Foundation
Best for practices under $1.5M in annual collections who need core controller oversight and PPO underpayment monitoring.
What's Included
Every PPO claim audited against contracted fee schedules monthly. Variances flagged with appeal deadlines.
Books reconciled and closed by the 5th of every month. Every month.
All accounts reconciled monthly to bank and statement balances.
P&L, Balance Sheet, Cash Flows. In plain English.
Vendor invoices reviewed, categorized, and queued for payment.
Payroll entries verified for correct categorization and benefits allocation.
Collection rate, overhead, production, AR aging, hygiene rebooking, new patient flow.
Plain-English written summary of the month. No accounting jargon.
Secure document exchange. Your financial library, in one place.
Clean financial statements your CPA can use for tax filing.
Every quarter, we review the numbers together.
Growth
Best for practices $1.5M to $3M+ in annual collections. Full controller-level oversight, strategic advisory, and complete financial visibility.
Everything in Foundation, plus:
Internal controls, financial policy, month-end management, oversight of every financial process.
Full dental KPI suite with benchmarking and trend analysis.
Know what's coming in and going out for the next quarter, always.
Weekly review of insurance and patient AR with prioritized follow-up actions.
Which carriers pay you fairly, which are squeezing you, where to renegotiate.
Monthly variance reports against your operating budget.
Together, every month, we review the numbers and plan the next move.
Production per provider per day. Hygiene vs. doctor production ratios. Who's profitable, who needs support.
Before you buy that CBCT or mill, we model the financial impact.
Questions get answered the same business day they're asked.
Flat monthly fee. No hourly billing. No surprise invoices. Cancel anytime.
Project Work
For practices that need a specific piece of work without a full monthly engagement.
If your books were inherited messy or just drifted over time, I rebuild them. Dental-specific chart of accounts, prior-period corrections, clean opening balances, and a documented process so your team can keep them clean going forward.
Categorized line-by-line review of stuck AR. Each item tagged by recoverability, with pre-filled appeal letters, patient statements, and a prioritized work queue your billing team can execute in days, not months.
Buying a practice? I review the seller's financials, identify red flags, validate add-backs, surface hidden recoverable AR or PPO underpayments, and tell you what the books actually say beneath the broker pitch.
Migrate from QuickBooks Desktop or another system to QuickBooks Online with a dental-specific chart of accounts. Clean opening balances, integrated bank feeds, and HIPAA-aware setup.
Start Here
Two ways to test the waters before any commitment.
Most Popular
Send me 6 months of EOBs. In 48 hours, I tell you exactly which carriers are underpaying you, by how much, on which procedures, and the appeal deadline for each one. The report is yours to keep, regardless of next steps.
See What's InvolvedNo Commitment
A 30-minute consultation to discuss your current accounting setup, the biggest financial pain points your practice is facing, and whether the controller engagement is a fit. Honest opinion, no pitch.
Schedule Your CallSchedule a free health check call. We'll talk through your practice's situation, current setup, and whether the controller engagement is the right fit for your stage.
San Diego, California • Fractional Financial Controller • Dental Practice Specialist