Discover weaknesses by having the right numbers.
Improve profit with a budget and monitor as you spend.
Instantly compare your practice to others.
What we do so you and your CPA don’t have to.
And we do it right.
Maintenance of General Ledger
Keeping up with all accounts on your books, including ending balances on balance sheet, income, and expenses.
Adjusting Journal Entries
Posting of your CPA’s adjusting journal entries at year-end to match the books with their changes.
Fixed Assets & Depreciation
Preparing and updating new fixed asset purchases and recording depreciation according to CPA depreciation schedule.
Record & Verify New Loans
Recording of new loans and verifying balances with review of expenses and equipment paid with those loans.
Record Credit Card Activity
Entering and reconciling all credit card activity and maintaining balances due on the balance sheet.
Payroll Entries tied to Reports
Recording payroll at gross amount per department and by employee using the payroll reports each pay period.
Matching all transactions on the books to bank statements for the period and reviewing outstanding checks.
All Transaction Entries
Keeping up with all balance sheet accounts on your books by entering all transactions from statements.
Monthly Financial Reports
Various monthly financial reports including but not limited to Profit & Loss and Balance Sheet.
QuickBooks Online allows us to share the books with you and your CPA on a web browser and even your phone.
1099-MISC forms are required for any non incorporated vendor paid over $600 during the year. Let us help.
Get Started Now
The sooner you get started, the better. If we can correct the current year, we can compare it, apples to apples, with every new year going forward. Then you have the information to focus on improving.
When you trust your numbers, you can focus on improving them. Bookkeeping for Dentists LLC makes it easy to get accurate financials every month with analysis of practice performance.
Dr. Miguel Casanas Jr.
Meadowbrook Dental Care PC, New York
Dr. Madhu Nadimpalli [Ram] DDS, MPA
Healthy Dental LLC, Maryland
Ahmed Salem DDS, MBA, MClinDent
Wackford Dental & Kids Smile Pediatric Dentistry, California
The first step was to evaluate my current accounting team in place, who were supposed to be responsible for guiding me, teaching me, and specifically, preparing me to understand the true financials of the practice and their specifics, along with caring for all the taxes of the business. Illinois is certainly not the best place for a business to operate. As I dug deeper into my existing team, I found that I needed a more capable team of accounting professionals, specifically someone who understood every line item in my business and credit card checking accounts, and where it was supposed to go in QuickBooks, how it was supposed to be categorized, and what it meant. I can’t believe I was doing this on my own! I could not manage this side of the practice any longer on my own as I was overly involved in things I wasn’t capable in. I had seeked the advice of my pediatric dental colleagues, who had guided me into finding a bookkeeper.
Sona Wegner came into the picture very easily. It was a simple google search that introduced me to her website. I had reached out to her over the weekend, and she quickly responded with the differing packages she had available. I am very conscience about financials, especially because I felt like I had a clue or two about how things worked, but Sona, even without asking, offered to take a look at my QuickBooks files for me, and to do so at no cost. Not only did she find a mess, but she corrected all items related to 2015. She even went further back for me after I gave her accountant access to my business checking and credit cards. We had emailed throughout the day, and she was always timely, efficient, professional, funny, understanding and compassionate. Never aggressive in her pursuit of money, just simply wanted to help. She took the time to correct every detail, and even spoke with my current accountants, and new accountants. He even had a raving review about her! After seeing what she could do, I immediately signed up for her premium package and was thinking about how much easier my entire five years would have been had she been a partner of ours from the beginning. This was a slam dunk decision for us.
To further illustrate a point, she had done all the corrections for 2014 and 2015, while waiting for her second child to deliver, in her 3rd trimester. She even emailed me the day she went into labor, and shortly thereafter.
Bookkeeping for Dentists LLC is doing things the right way, for the right reasons. Sona is young and energetic, and is the exact person needed in a progressive industry. She specifically works well with younger doctors who are on the verge of expansion. She will forever be a part of my team, working side by side with my accountant and myself, in the most professional and ethical way possible. I will be employing her services for both of my future practices, and even floated her name around to other colleagues of mine. She is a hidden gem, and she certainly is a friend and a business you want on your side. Her work speaks for itself!
Dr. Johnny Kuttab
BrightSmiles Pediatric Dentistry, Illinois
Michael Bryant DDS
Michael Bryant Orthodontics, Maryland
Thomas Young, DDS
EQ Dental, Texas
Joseph Benderson DMD
BayCove Family & Cosmetic Dentistry, Maryland
Dr. Maureen Poux
Maureen D. Poux DMD PA, Texas
Abbas Haider, DDS
Belvedere Plaza Dental, Georgia
Paul D Bederson, DDS, FAGD
Sterling Dental Center, Maryland
Try Our Bookkeeping Services
he sooner you get started, the better. If we can correct the current year, we can compare it, apples to apples, with every new year going forward. Then you have the information to focus on improving.
Bookkeeping for Dentists LLC began in 2013 when Sona Wegner, the founder, wanted a solution for dentists who had a difficult time getting and understanding the story behind the practice financial numbers.
Sona graduated from Strayer University with a 4 year degree (Bachelors of Science) in Accounting. She ventured out into the corporate world as an intern in college and began working at a dental specialty CPA firm, Schiff & Associates. After graduating, she continued to hold a passion in dentistry and stuck with the dental specialty firms as a tax associate ever since.
However, while preparing taxes, she realized her true love was in the bookkeeping and she saw a huge need for dentists to have easier access to quality bookkeeping for their dental practices. She left her career path in tax after 6 wonderful years, to start Bookkeeping for Dentists LLC.
Lauren came onboard with Bookkeeping for Dentists in December of 2015. She received her Bachelors degree in Accounting Economics & Business Administration from McDaniel College. Lauren immediately jumped into the field of accounting and tried out practically every aspect of the field before realizing that bookkeeping and trend analysis was what truly held her interest.
She has a plethora of experience working with all different versions of accounting software and possesses a fine attention to detail that aids in her work. After joining Bookkeeping for Dentists, she fell in love with the dental industry and puts a plethora of time into learning everything she can about dentists and their numbers.
Candace joined Bookkeeping for Dentists in 2017. She received her Bachelors degree in Business Administration from St. Andrews University and graduated with honors, Magnum Cum Laude, Alpha Chi Honor Society, and Dean’s list for 6 semesters. Candace has experience working with many different types of businesses and has a huge love for animals.
She is super self-motivated, loves being part of a team, and we are lucky to have her!
Our relationships are important us and our clients. We don’t take our referrals lightly. The partnerships we have listed below are the ones we truly believe in and have seen great work from.
Phil Bogart, Partner
Dental Practice Transitions Attorney – Whiteford Taylor Preston LLP
Over the years, Phil has represented numerous dental practices and gained valuable knowledge about the unique needs facing general dentists, oral and maxillofacial surgeons, pediatric dentists, orthodontists, endodontists and periodontists in business transactions and situations they encounter during the lifespan of their practices. He assists dental practice clients in structuring, negotiating and documenting employee arrangements, partnership arrangements, acquisitions, separations and sales.
Phil is a regular contributor to publications and websites that covers dental office management and offers resources for dentists. He also frequently addresses dental students at the University of Maryland School of Dentistry in Baltimore and the Howard University College of Dentistry in Washington, D.C., helping them to prepare for legal issues they may encounter upon graduation. Phil can be reached at firstname.lastname@example.org and 410-347.8710.
Larry S Goldberg, DDS CPA, Principal
Accounting + Consulting, Glass Jacobson Financial Group
With almost 20 years’ experience Larry brings a unique perspective to his role as a CPA for his dental clients. As a former practicing dentist for 17 years he has walked in their shoes. He has helped his many dental clients improve the financial aspects of their practices. In addition, Larry places a strong emphasis on tax planning. Besides guiding clients through transitioning out of dentistry he has advised many young dentists in pursuit of owning their own practices. Larry can be reached at 410-356-1000 or email@example.com.
Gene St. Louis, Executive VP of Consulting + Business Development
McKenzie Management, Success Proven Dental Management Solutions
Gene St. Louis is Executive Vice President of Consulting and Business Development at McKenzie Management. For over 30 years, Gene has devoted her entire professional career to dentistry and practice management. She held both clinical and administrative positions, prior to becoming a practice management consultant in 1993. Gene founded her own practice management company and built it into a successful firm with hundreds of clients nationwide. Gene continues to impart her knowledge and expertise in creating and maintaining thriving dental practices with dentists and their teams.
Her informative articles have been featured in many dental publications. She has written and copy wrote two manuals, one on clinical education and one on administrative. Gene has also been a speaker for the nation’s top dental meetings and has lectured to dental societies, dental schools, study clubs and state dental associations throughout the United States and Canada. Gene is a member of the Academy of Dental Management Consultants and American Academy of Dental Office Managers.
Gene is a master platform speaker through her professional development with Dale Carnegie presenting workshops to thousands of dentists and their teams nationwide since 1993. Her unique practice management background allows her to deliver a highly energetic and powerful learning experience. Gene has developed and presented dental management treatment plans to dentists for over 25 years helping to make their practices successful and profitable. McKenzie Management is a full service, in-office dental management company. Their clients include thousands of dental practices throughout the U.S. and Canada. Gene can be reached at firstname.lastname@example.org and 858-257-0289.
Michael E. Schwartz, CPA, Owner
Michael E. Schwartz LLC
Michael E. Schwartz, CPA has over fifteen years extensive experience with limited liability companies, S corporations, limited partnerships, C corporations, nonprofit organizations and individual taxation. As a sole practitioner, he provides a holistic and personalized approach to a myriad of complex tax issues. The range of business tax services are available for individuals, family offices and private companies, and encompasses tax planning, tax compliance, controversy and risk management, and tax management consulting in an array of industries including real estate, dental, management services, construction and manufacturing. Michael can be reached at email@example.com and 717-634-5875.