Keep treatment receipts and practice costs visible
We can help reconcile payment channels, supplier bills and practitioner statements. Equipment, laboratory fees and materials need suitable records, while employee payroll should be handled through a consistent approval process. The accounting treatment follows the facts of each transaction.
How we can help
- Patient payment reconciliation
- Practitioner settlements
- Laboratory and supplier accounts
- Equipment and asset records
- Payroll and BAS support
- Management reports
A process that fits your business
We begin with your existing software, reporting needs and the way work is approved. You tell us which information is already available and where the process becomes difficult. We then agree responsibilities, a record collection routine and a reporting schedule. We work with Xero, MYOB and QuickBooks and can coordinate with your existing accountant.
What to expect from our support
Your scope can cover a specific task or a combination of bookkeeping, BAS, payroll and reporting. We identify missing information and explain questions in plain language. Fees depend on transaction volumes, systems, complexity and the services included. You receive a quote before the agreed work begins.
Getting started
Tell us about your business structure, accounting software and the work you want help with. We review the information and agree the scope, responsibilities and fee before beginning. Existing accountant relationships can be retained, with a clear handover of the records needed.
During onboarding, we confirm access permissions, document collection and any authority required for lodgements. You keep control of approvals and receive questions where a transaction or decision needs your input.
Common questions from dental practices
How do you reconcile health fund benefits and patient gap payments?
We match the dental practice's treatment billing and payment reports to health fund remittances, patient payments and merchant settlements. Refunds, processing fees and unpaid amounts are recorded separately. This makes it easier to explain differences between treatment billed and the money that reaches the bank.
Can laboratory and material costs be linked to a dentist or treatment?
Where your systems provide a suitable reference, we can allocate laboratory bills and direct material costs to a practitioner, treatment category or job. We agree how shared supplies are handled. This supports more useful cost reporting without needing unnecessary patient clinical details.
How are associate dentist payments and practice service fees reconciled?
We use the associate agreement, billing reports and remittance details to reconcile collections, agreed deductions and the amount payable. Refunds and laboratory charges are included according to the arrangement. The practice reviews and approves the statement before payment, with unresolved differences clearly identified.
What records do you need when we buy or finance dental equipment?
Keep the purchase invoice, installation costs, finance agreement, repayment schedule and details of any trade-in. We maintain the equipment and finance records and separate the components of repayments. Your tax practitioner confirms the appropriate tax treatment rather than treating every payment as an immediate expense.
Do cosmetic dental services have the same GST treatment as other treatments?
The purpose and nature of the supply matter, so a single GST code should not be applied to all dental receipts without review. We flag cosmetic treatments, product sales and other uncertain items for your tax practitioner, then apply the confirmed treatment consistently in the accounts.
Further guidance: ATO: Dental supplies and GST ↗
