Built Exclusively for Dental Clinics

Dental Bookkeepingwith RealFinancial Clarity

Receive monthly Profit & Loss reports and discover how your clinic compares to others in your region.

"Know Where You Stand. Know Where to Go."

CRA Compliant
Monthly Reports
Dental-Specific

Monthly P&L Report

December 2024

Total Revenue

$128,450

Expense Breakdown (% of Revenue)

Staff Wages
32.5%
✓ Within range
Supplies
18.2%
⚠ 3% above avg
Rent
8.1%
✓ Optimal
Lab Fees
9.8%
✓ Within range

Bookkeeper Notes

Supply costs are 3% above provincial average. Consider reviewing vendor contracts for potential savings.

Benchmark Alert

Supplies 3% above avg

Ontario Average

Wages: 34% | Rent: 9%

Most dental clinics overspend by 18-27%

We'll show you where — and how to fix it. Get a personalized benchmark report comparing your expenses to similar clinics in your province.

60%
Average overhead ratio
$18K
Annual savings potential
2.3x
ROI on optimization

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Everything Your Practice Needs

From day-to-day bookkeeping to strategic insights, we provide comprehensive financial management tailored for dental practices.

CRA-Compliant Bookkeeping

Professional bookkeeping tailored for Canadian dental practices using QuickBooks Online.

  • Dental-specific chart of accounts
  • Monthly transaction categorization
  • Integration with dental software systems

Monthly P&L Reports with KPIs

Detailed Profit & Loss reports showing expense percentages and how you compare to industry benchmarks.

  • Expense breakdown by category
  • KPI percentage analysis
  • Benchmark comparisons

Practice Financial Organization

Keep your dental practice financially organized with accurate records and categorized expenses.

  • Live income and expenses
  • Categorized spending across operations
  • CPA partnership

Side-by-Side Industry Benchmarks

Compare your key metrics against similar dental practices in your region to identify opportunities.

  • Provincial comparisons
  • Expense ratio analysis
  • Expert recommendations

Real Results from Real Practices

See how dental practices across Canada have improved their financial performance with our benchmark-driven approach.

Toronto, ON
-10%

Reduced payroll spending after staffing inefficiencies were flagged

Monthly reporting showed payroll at 38%, above the 32–34% target, prompting rescheduling and improved team allocation.

General Practice38% → 34.2%
Vancouver, BC
-15%

Overhead dropped from 74% to 63% after benchmarking

Reports revealed multiple categories of overspending. Adjustments cut overhead by 11 percentage points, a 15% relative reduction.

Cosmetic & General74% → 63%
Calgary, AB
-16%

Lab fees reduced after identifying cost gaps vs Alberta benchmarks

P&L reports showed lab spending 4% over average. Vendor renegotiations brought it from 14% to 11.8%, a 16% drop.

Orthodontics14% → 11.8%
Ottawa, ON
+22%

Collections improved after uncovering inefficiencies

Insights revealed gaps in patient follow-up and collections. Streamlining processes raised the rate from 78% to 95%, a 22% increase.

Family Dentistry78% → 95%

What's Inside YourMonthly Report

Detailed Profit & Loss reports with KPI breakdowns and benchmark comparisons delivered as PDFs via email.

Staff Wages %

35.2%
Target: 32-38%

See your payroll as a percentage of revenue vs provincial averages

Rent vs Revenue

8.1%
Target: 6-10%

Track your rent expenses compared to similar practices in your area

Lab Fees %

11.4%
Target: 8-12%

Monitor lab costs and compare to regional dental practice averages

Notes from Your Bookkeeper

Included
Target: Monthly

Expert analysis and recommendations based on your financial data

Monthly P&L Report

Valley Dental Clinic • December 2024

$128K
Total Revenue
68%
Total Expenses

Expense Breakdown

Staff Wages32.5%
Supplies18.2%

Bookkeeper Notes

  • • Supply costs 3% above Ontario average
  • • Consider reviewing vendor contracts
  • • Wages within optimal range
PDF Report

Let us handle the numbers—so you can focus on patient care.

Trusted by clinics across Canada for accurate, stress-free bookkeeping.

$18K
Average annual savings
Monthly
P&L reports delivered
Top-rated
Retention from dental practices
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