How It Works

Getting Started with BKEEP Dental Bookkeeping

From initial consultation to fully managed monthly bookkeeping — most dental practices are fully onboarded within 30 days.

1

Free Bookkeeping Review

BKEEP reviews your current bookkeeping setup, identifies errors and gaps, and provides a clear picture of what accurate dental practice bookkeeping would look like for your specific practice — at no cost.

2

Flat-Fee Proposal

You receive a clear, transparent proposal scoped to your practice size and transaction volume — so you understand exactly what is included and what to expect before anything begins.

3

Software & Chart Setup

BKEEP configures or migrates your QuickBooks Online or Xero account with a dental-specific chart of accounts, bank feed connections, and practice management software integration.

4

Historical Cleanup

If your previous books contain errors, BKEEP reconstructs and corrects historical records so your opening balances are accurate and your year-end file is clean from day one.

5

Monthly Bookkeeping

BKEEP takes over all monthly bookkeeping — categorization, reconciliation, HST preparation, and payroll reconciliation — delivered on a consistent monthly schedule.

6

Monthly Reports & Review

You receive monthly financial reports including your profit and loss, balance sheet, and overhead ratio analysis — plus a brief review call if you want to discuss what the numbers are telling you.