CPA-led books that reconcile what you produce and bill against what insurance actually pays, show profit by provider and by location, and give you the defensible numbers associate and partner compensation depends on.
We reconcile what you bill against what insurance actually pays, track profit by provider and by location, and keep books an equipment lender or buyer will trust, so you know what the practice really earns and where.
What it is. A CPA-led team keeps your books current every month: transactions categorized, every account reconciled, production tied to actual collections, provider and location profit tracked, and financial statements delivered on a fixed date.
Who it is for. Medical, dental, and specialty practices past the solo-provider stage: single and multi-location groups that need to know what they actually collect, which providers and sites make money, and how associate pay pencils out.
What generic bookkeeping misses. Practice books have to reconcile billed production to insurance collections net of adjustments and write-offs, split profit by provider and location, and carry numbers a compensation formula and an equipment lender can trust. Generic bookkeeping records gross billings and hides all of it.
Corviniti provides monthly bookkeeping to medical, dental, and specialty practices. The service is flat-priced: we categorize your transactions, reconcile every bank, credit card, and loan account, book payroll from your provider, and deliver financial statements on a fixed date, with production reconciled to collections and profit tracked by provider and location so the numbers tell you what the practice actually earns. The team is led by a CPA with Big Four experience.
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How we keep medical and dental books
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Bookkeeping for medical & dental practices, in three minutes
3 min
How we reconcile production to actual insurance collections, track profit by provider and location, support associate and partner compensation, and what onboarding and cleanup look like.
0:00Why practices need specialized bookkeeping
0:45Billed production versus collected reimbursement
1:30Profit by provider and by location
2:15Associate pay and lending-ready books
3:00Our satisfaction guarantee
Transparent Pricing
Practice bookkeeping: pick a plan
Flat monthly pricing sized to your practice. Each plan keeps the books current and reconciled; the higher tiers add production-to-collections reconciliation, provider and location reporting, and hands-on support as the group grows.
Basics
Simple, accurate bookkeeping every month. Best for solo owners with < $50k monthly expenses.
Every plan is flat monthly and month to month, with no long-term contract. Catch-up and cleanup, if you need it, is a separate one-time project quoted up front. Volume above the Professional tier is quoted to scope, so contact us for a specific number.
How We Help
What you get
On a medical or dental engagement, you get books that reconcile billing to collections and tell you which providers and locations make money, kept current every month by a CPA-led team.
Monthly books, reconciledEvery bank, card, and loan account reconciled to the statement, transactions categorized, and statements delivered on a fixed date.
Production reconciled to collectionsBilled production tied to actual insurance collections net of adjustments and write-offs, from Dentrix, Eaglesoft, athenahealth, or Tebra.
Provider and location profitProduction, collections, and cost tracked by provider and by site so you see who and what actually pays.
Compensation-ready detailProvider-level collections and overhead kept so associate and partner pay depends on defensible numbers.
Clinical and staff payrollPayroll booked to reconcile, with clinical labor separated from front-office and administrative cost.
Lending and sale-ready financialsAccrual-clean, collections-based records a bank, equipment lender, or practice buyer will accept.
When companies bring us in
You book gross production as revenue and cannot see what the practice actually collects.
You run multiple providers or locations and the averages hide who and what is profitable.
Associate or partner compensation depends on numbers no one fully trusts.
You are financing equipment, adding a location, or selling, and need books a lender or buyer will accept.
The gap that matters
Production to collections: the gap that decides the practice
A practice bills production but keeps collections, and the gap between them decides its economics. From production billed, the books subtract the payer contractual adjustments (the write-off to each plan’s contracted rate) and the uncollected patient balances (copays and balances not yet paid) to reach the cash the practice actually keeps. The metric that falls out is the net collection rate, collections divided by production, tracked by provider and by location. A low rate is a billing and follow-up problem, not a demand problem. Profitability by provider and location becomes visible once both production and collections are tracked, which is also why associate pay should be based on collections rather than production.
The production-to-collections gap for a medical or dental practice. Illustrative.
This is for you if
You book gross production as revenue and cannot see what the practice actually collects.
You run multiple providers or locations and the averages hide who and what is profitable.
Associate or partner compensation depends on numbers no one fully trusts.
You are financing equipment, adding a location, or selling, and need books a lender or buyer will accept.
What you get
Monthly books, reconciled Every bank, card, and loan account reconciled to the statement, transactions categorized, and statements delivered on a fixed date.
Production reconciled to collections Billed production tied to actual insurance collections net of adjustments and write-offs, from Dentrix, Eaglesoft, athenahealth, or Tebra.
Provider and location profit Production, collections, and cost tracked by provider and by site so you see who and what actually pays.
Compensation-ready detail Provider-level collections and overhead kept so associate and partner pay depends on defensible numbers.
Clinical and staff payroll Payroll booked to reconcile, with clinical labor separated from front-office and administrative cost.
Lending and sale-ready financials Accrual-clean, collections-based records a bank, equipment lender, or practice buyer will accept.
The Detail
The gaps, and how we close each one
Service 01
Billed production versus collected reimbursement
You bill one number and insurance pays another, weeks later, after contractual adjustments, denials, and write-offs. A practice that books gross production as revenue is overstating income every month and has no reliable picture of what it actually earns, because the fee schedule and the deposit rarely match.
How we handle it
We reconcile production to actual collections, net of contractual adjustments, write-offs, and refunds, so your revenue reflects the money that lands in the account rather than what you charged. We pull the production, adjustment, and collection detail from your practice-management system, including Dentrix, Eaglesoft, athenahealth, and Tebra, and tie it to the deposits in the bank, so the gap between billed and collected is a number you can see and manage rather than a distortion baked into every statement. That reconciliation also surfaces your collection rate and outstanding insurance receivable, so a rising pile of unpaid claims shows up as a number instead of a cash-flow surprise two months later.
Service 02
Profitability by provider and by location
In a multi-provider or multi-location practice, the averages hide everything. A practice-wide margin tells you the group made or lost money. It does not tell you which providers cover their cost, which associate is carrying overhead, or which site is subsidizing another, and without that you are staffing and expanding on guesswork.
How we handle it
We track production, collections, and cost by provider and by location, so profit shows up at the level you can act on. You see what each provider actually collects against the compensation and overhead they carry, and each site stands on its own set of numbers instead of disappearing into a blended total. That tells you where to add chairs or providers, which location to invest in, and which underperformer needs a real conversation rather than another quarter of averages.
Service 03
Associate and partner compensation on defensible numbers
Production-based pay, guaranteed salaries, and partner distributions all depend on figures that have to be right and defensible. When the underlying books record gross billings instead of collections, or blend providers together, the compensation math is built on numbers nobody trusts, and that is exactly where partnerships argue.
How we handle it
We keep the books and the provider-level detail that compensation formulas depend on: collections by provider, adjustments applied correctly, and overhead allocated on a basis everyone agreed to. Whether the deal is a percentage of collections, a guaranteed base with a production bonus, or a partner distribution, the figure the formula reads is reconciled to the bank and the practice-management system, so pay runs are routine and no one is relitigating the math at year-end.
Not sure what your practice actually collects against what it bills? Talk to us, and the first clean month will show you.
Most practice books fail in the same two places: transactions categorized wrong, and accounts that never get reconciled. Both compound, and by the time a lender, a partner buy-in, or a tax deadline forces the question, the profit number the owner has been watching all year is wrong.
How we handle it
We run your books on QuickBooks Online or Xero on a monthly cycle. Every transaction is categorized against a chart of accounts built for a practice, every bank, credit card, and equipment loan is reconciled to the statement, and payroll from your provider is booked correctly, including the employer taxes and benefits owners routinely miscount as profit. You get a profit and loss statement, balance sheet, and cash flow summary on the same date every month, with a short note on anything that moved and one batched question list instead of a drip of emails.
Service 05
Payroll for clinical and front-office staff
A practice with hygienists, assistants, associates, and a front desk has a payroll picture that gets complicated fast: hourly and salaried staff, production bonuses, benefits, and the employer taxes that come with all of it. Booked loosely, payroll is where a healthy-looking month quietly turns unprofitable.
How we handle it
We book payroll from your provider so wages, employer taxes, benefits, and any production-based bonuses land in the right accounts and reconcile to the filings, even though we do not sell payroll as a standalone service. Clinical labor is separated from front-office and administrative labor so you can see staffing cost against collections, and associate compensation is tracked to the provider detail it depends on. Owner draws and distributions are kept separate from wages so the practice’s profit is not understated by money the owners simply took out, and retirement plan contributions are recorded where they belong. When a worker is misclassified, we flag it, because practices draw exactly that kind of scrutiny.
Service 06
Books an equipment lender or practice buyer will trust
Financing a CBCT scanner or a chairside mill, opening a second location, buying into or out of a partnership, or selling the practice all require clean books a lender or buyer will trust. Books that record gross billings, or that are behind and unreconciled, turn every one of those into a delay while someone reconstructs a year of collections.
How we handle it
We keep accrual-clean, collections-based records with the reporting a bank, an equipment lender, or a practice broker expects, so your bookkeeping supports the deal instead of holding it up. When you are ready to finance equipment, add a location, bring in an associate on a partnership track, or sell, the numbers are already in a form the other side will accept, and the same practice that handles technical accounting for venture-backed and public companies stands behind them.
Service 07
How we work with your practice, month to month
A fair question before hiring any bookkeeper: what does the month actually look like from your side, and how do you reach us when something comes up?
How we handle it
The work is done in QuickBooks Online or Xero, read-only bank feeds, a connection to your practice-management system such as Dentrix, Eaglesoft, athenahealth, or Tebra, and a shared inbox for the statements and reports we need. You get a fixed monthly delivery date, a standing way to reach us, video calls when a conversation beats an email, and a CPA who answers within one business day. You also get a CPA-led team at a flat monthly price a solo bookkeeper cannot match on depth, keeping your books to the standard the rest of our practice works to.
FAQ
Frequently asked questions
Do you do bookkeeping for medical and dental practices specifically?
Yes, practices are a core part of what we do. That means reconciling billed production to actual insurance collections net of adjustments and write-offs, tracking profit by provider and by location, keeping the detail associate and partner compensation depends on, and pulling data from your practice-management system, including Dentrix, Eaglesoft, athenahealth, and Tebra.
Do you reconcile production to what insurance actually pays?
Yes, and it is the number that matters most. We reconcile production and billings against actual collections, tracking contractual adjustments, denials, and write-offs, so your revenue reflects the money that reaches the account rather than gross charges. Booking gross production as income is the most common way practice books overstate earnings.
Can you track profit by provider and by location?
Yes. In multi-provider and multi-location practices we track production, collections, and cost by provider and by site, so you can see who and what is actually profitable. That detail is also what fair associate and partner compensation depends on, so the pay math is built on numbers everyone can trust.
We are financing equipment or looking at a second location. Can you help?
Clean books are what make financing and expansion possible. We keep accrual-clean, collections-based records and the reporting a bank, an equipment lender, or a practice buyer requires, so your bookkeeping is not the thing holding up an equipment loan, a new location, or a sale.
Do you integrate with Dentrix, Eaglesoft, athenahealth, or Tebra?
Yes. We pull production, adjustment, and collection detail from your practice-management system and tie it to the deposits in your QuickBooks Online or Xero books, so what you produced, what you wrote off, and what you collected reconcile to the bank every month instead of living in two systems that never agree.
How much does bookkeeping cost?
Flat monthly pricing based on your transaction volume, number of accounts, and whether you need cleanup first, not an hourly meter. Plans start at $350 a month. Tell us about your business and we will send a specific number, usually within one business day.
Which accounting software do you use?
Most of our clients are on QuickBooks Online, and it is what we recommend when a business is choosing a platform. We also work in Xero, and for larger or more complex companies, NetSuite and Sage Intacct. If you are on desktop QuickBooks, spreadsheets, or a shoebox, migrating to QuickBooks Online is part of setup, and you keep full ownership of the file.
Can you catch up books that are months or years behind?
Yes, and it is one of the most common ways engagements start. We rebuild from bank and credit card records, reconcile every account, and bring you current through the last closed month, then keep it current monthly. Cleanup is quoted as a one-time project alongside the monthly price.
What is your satisfaction guarantee?
If you are not fully satisfied in your first month, we refund that month’s bookkeeping fee, no hassle. That is up to a full free month to decide we are right for you. One-time catch-up and cleanup fees are non-refundable. See terms for details.
Our Guarantee
100% Satisfaction Guaranteed
If you are not fully satisfied in your first month, we refund that month’s bookkeeping fee, no hassle. That is up to a full free month to decide we are right for you. One-time catch-up and cleanup fees are non-refundable. See terms for details.
Why Choose Us?
More Time for You to Run Your Business
Running a business means your time is best spent serving customers and growing, not reconciling accounts or chasing down last month’s numbers. We handle the day-to-day bookkeeping so you can stay focused on the work, with clean, reliable financials whenever you need them.
We understand how small businesses actually operate: uneven cash flow, job or project-based income, and expenses that do not fit neatly into a box. Our approach is practical and built around that reality, giving you numbers that reflect what is really happening in your business.
