Dr. Bridget Lervick
"Great bookkeeping services - they help me save time, know the dental industry, and are thorough. I just answer a few questions each month (and these are minimal because of how familiar they are with dental), and they manage my QuickBooks seamlessly. I also love the dashboard showing client averages. Highly recommend!"
Dr. Matt Ahrens
"I am beyond thrilled with the service and experience that Sona and her team at Percentology have provided. I came to Percentology in desperate circumstances, as my previous bookkeeper had errors that spanned almost an entire year. Sona quickly put me at ease with her knowledge and compassion. I highly recommend Sona and her team to any dental practice looking for attentive and accurate bookkeeping service!"
Dr. Quinn Chen
"Super fantastic to work with through the years. Prompt and thorough."
Dr. Thomas Young
"Sona's services have been painless, seamless, and stress-free throughout all these years. When it comes to business and personal tax seasons, Sona had all the numbers in QuickBooks in a timely fashion. She reaches out to my CPA herself to answer any questions from my CPA. You won't regret choosing Percentology with Sona."
Dr. Timothy Lonergan
"Now that I've been working with Percentology, I can tell you that it takes about 1/4 of the time to prepare taxes now than it did when I was doing the books myself. Sona even went back through a year's worth of transactions and recategorized and balanced everything because she couldn't stand the idea of leaving it a mess while moving forward. What a HUGE relief. If you're not sure about working with Percentology, you'll be doing yourself a huge favor. Sign up with Percentology NOW! I wish I had done it sooner. It will save you so much time, and the money that you save (and the stress) will more than pay for this amazing service."
Dr. Maureen Poux
"I joined Percentology for bookkeeping upon the recommendation of my accountant, Larry Goldberg, who has used their service extensively. I was reluctant at first, as I had just bought QuickBooks and thought I could handle my own bookkeeping. After speaking with Sona, she helped me find the best option for handling my bookkeeping. My finances were all over the place. She helped to organize a full year of my bookkeeping, and that was not very easy. Her attention to detail, responsiveness, and commitment to quality are exceptional. She is honest, has integrity, and is dedicated to completing the work in a professional fashion. I would recommend Percentology in a heartbeat and will utilize their dental bookkeeping services monthly as I continue to grow my practice."
Dr. Carley Odens
"Sona and her team at Percentology do a fantastic job for my small dental practice. They are so knowledgeable about dentistry and extremely organized. My CPA is always impressed at the neatness of the books when it came to tax time!"
Dr. Adrian Huang
"They go above and beyond to make sure your accounting is completely clean. I appreciate the ability they have provided through dashboards and reporting to see our numbers and assess how we are doing in comparison to industry standards. They are very personable and easy to work with. Our office corresponds with them over long distance, but I never feel as if they are far away. Thanks for your excellent service!!"
Dr. Maggie Thompson
"Percentology helped me so much as a new practice owner. I highly recommend them to new and seasoned business owners alike. They allowed me to focus on my dentistry, knowing that my books were always accurate and tidy."
Dr. Ronald Taylor
"I have used Percentology for many years, and I am so happy with the professional service they have provided. They are always working to get better to make a review of monthly KPIs easy for the dentists."
Dr. Miguel Casanas
"For years, I struggled with inaccurate and late reporting. I have made poor decisions without the crucial information needed. I also had to pay my accountant to correct mistakes made by my bookkeeper. Now with Percentology, I get timely and accurate reports, benchmarking to industry standards, and I can adjust accordingly to improve my margin. If you are considering using Percentology's bookkeeping service, think no more!!!! It's a decision you won't regret. I only wish I had found them sooner!"
Dr. Kyle Hammer
"I’ve been working with Sona and her team for years now. As a new practice owner and one that critiques my overhead, Sona is exactly the person & professional any DDS needs! Their Percentology app is amazing too! Highly recommended."
Dr. Camilo Achury
"After having subscribed to Percentology's bookkeeping service, I will tell anyone who will listen to use the service. My tax bill is no longer a surprise, and I can now plan purchases and investments properly. In other words, I now have a handle on my practice, and I know where I stand. If you like accurate and timely reports, there is no better option. It even keeps my CPA on his toes. I wish everyone I worked with were as efficient as you and your team. You are all the best money I spend."
Struggling with outdated and messy bookkeeping in your dental practice?
Do you currently have...?
Messy or complex financial reports?
Your bookkeeping is always behind?
Transactions aren't categorized correctly​?
It's not being done right for a dental practice?
Always scrambling at tax time?
Trouble knowing where your practice stands?
See where your practice's money is going at a glance with dental bookkeeping and overhead expense benchmarking.
Consistently updated bookkeeping:
You can review your financial reports and overhead benchmarks on demand because we update your bookkeeping every week.
Discover where you stand:
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Compare spending against industry averages
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Simple and readable dashboard with graphs
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Know where your money is going
Bookkeeping for Dentists only:
We work with 100+ dental practices and only dental practices, so we know how to categorize transactions correctly, meaning better quality and fewer questions interrupting you.
Everything your CPA needs:
Clean bookkeeping ready for your CPA to use for tax planning and preparation. Your CPA will love our work and have very few adjustments to make each year for taxes.
HOW IT WORKS
Just continue to pay your bills and run your payroll. We do the rest.
1. We track your activity during the month.
You continue to pay your bills and run your payroll while you get a dedicated bookkeeper keeping track of the financial activity in your business accounts in QuickBooks Online.
2. We send one monthly email with questions.
For any transactions that aren't clear to categorize correctly, we will put them to the side during the month and then list them in an email for you to clarify when the month finishes. That means minimal interruptions to you.
3. Done ✅ You have overhead costs at your fingertips.
Log in to your Percentology dashboard, track your income and overhead targets, and discover how your overhead expenses compare against industry and our client averages.
PERCENTOLOGY ONLINE SOFTWARE
Included: Compare your practice overhead costs against other practices with our online dashboard software.
Discover where you stand
Percentology turns your bookkeeping data into a visual performance dashboard to eliminate noise, discover where you stand, and track what matters most.
Compare against others
See your practice overhead expenses alongside the averages of other practices in the app or compare against industry standards developed by dental CPA firms.
Automatically Updated
The software stays connected to QuickBooks Online to automatically calculate overhead percentages as your dental practice bookkeeping is updated by us.
Client Testimonials
We work with over 100 happy practices.
Dr. Johnny Kuttab
“Here’s a secret no one tells you: It’s all about the bookkeeping! Do you think your CPA is the hero of your financial story? Think again. The real magic happens before your accountant even lifts a finger—and that’s where Percentology comes in. Since 2015, their bookkeeping team has transformed the business side of my three practices, giving us efficiency, accuracy, and financial clarity like we’ve never had before. They don’t just “do the books.” They consistently provide clean, precise, tax-ready financials for our CPA and me on a silver platter, making tax season a breeze. No scrambling. No surprises. Just seamless coordination between bookkeeping and tax strategy. If you’re still drowning in spreadsheets or dealing with a numbers mess at the end of the year, then stop. Work with Percentology. Let them run your books like a well-oiled machine, and watch how much smoother (and more profitable) your business becomes. Our practices are still setting records year after year. Thank you, Sona and the Percentology team!”
Still with us 2025 (10 years!)
Dr. Adrienne Hedrick
"I’ve been using Percentology since 2016 and absolutely love working with them. Before working with them, I did all of our bookkeeping myself. Having a dedicated expert do it for us has saved me a tremendous amount of time. As a result, I’ve had much more time to help patients, which has increased revenue. Plus, it’s terrific how they pay so close attention to detail and categorize everything correctly. They’ve taken great care of us, and I really can’t say enough good things about them."
Still with us 2025 (9 years!)
Dr. Madhu Nadimpalli
"I have six dental offices, and Sona's team has done my bookkeeping for all the offices since 2014. One of my concerns while opening multiple practices was to have a good bookkeeper that I didn't have to spend time managing, and my life has been so smooth after I found her. She is the best, and I doubt if anyone else could do the job as well and professionally as she does. Her entire team is very organized and provides clear reports with every minute detail. Moreover, she does bookkeeping only for dentists, so she knows what we, as dentists, expect. She is very efficient, comes up with new ideas, and is dedicated to completing the work in a timely manner. I highly recommend Sona's services to all dentists looking for a bookkeeper, and working with her team is a pleasure. Sona, you are the best, and I am glad I found you."
Still with us 2025 (11 years!)
Dr. Lauren Huffaker
"I used Percentology's bookkeeping service from the beginning of opening my practice in 2017. Controlling office overhead is a huge part of my success as a business owner. Being able to have someone in the background categorizing all of my expenses and then being able to pull the percentages up on an easy-to-read dashboard makes managing overhead a breeze. Sona provides great customer service, and her team is wonderful. My CPA is always impressed with how clean my books are. It's a no-brainer!"
Still with us 2025 (8 years!)
Dr. Michael Bryant
"I've been with Percentology since 2013. Sona and her team have organized my financial reports that show me areas for improvement with her overhead benchmarking. What I like the most is that Sona will not hesitate to tell me what I don't want but need to hear. Her dental benchmarking, which shows me how I compare to other orthodontic practices, is incredible. I am beyond pleased that I started working with Percentology over ten years ago."
Still with us 2025 (12 years!)
Dr. Camilo Achury
"My biggest challenge was to have my CPA review my bookkeeping monthly so that I could plan my strategy, particularly in relation to taxes. Year after year, we had no control. Some years, we had a surplus; some years, we were short. It was a roller coaster. I am very detail-oriented and work best when I have a plan. I called almost in desperation on January 1st, 2018, and spoke to Sona, explaining my problem. Soon, I reluctantly signed because I had not been able to get my problem solved for many years, and it felt hopeless. The first month was used to set things up, and by month two, the bookkeeping updates were very timely and very, very complete. For the first time, it wasn't me who was pushing for perfection, but it was me who was being asked about my activity transaction by transaction. I can't tell you how happy I was; I couldn't believe it. I thought this could not be found and almost gave up."
Still with us 2025 (7 years!)
How to get started:
1
Start with a scheduled call
We will align around your vision and goals for your dental practice bookkeeping to ensure we are the right fit.
2
Gather some items for us
We will send you a simple list of five items to gather for us to get started. We know you're busy with patients, so we make it easy.
3
We do the rest
We will give you the tour, then we keep your practice numbers consistently updated for you moving forward.
MEET OUR BOOKKEEPERS
You'll work with one dedicated bookkeeper, and they have a team of support behind them.
Educated Bookkeepers
Every bookkeeper on our team is required to have a 4 year accounting degree and a minimum of 5 years of CPA firm experience.
Thoroughly Trained
We spend a quarter of the year training each new bookkeeper before they officially begin, to ensure you get quality bookkeeping.
Consistently Improving
We provide ongoing training and maintain an updated knowledge base. We don't let our team or our bookkeeping process get stale.
WHAT'S INCLUDED
Includes everything your CPA needs for tax time. We love working with all CPAs.
We do bookkeeping from beginning to end, so the financial reports are ready for your CPA at tax time. Your CPA will love our work and will have very few adjustments to make for tax preparation each year. ​
Included in our bookkeeping service:
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Updated bookkeeping every month like clockwork
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Starting QuickBooks Online from scratch
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Bank reconciliations and adding all transactions
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Credit card reconciliations and adding all transactions
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Reconciling loan balances, interest, and payments
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Reconciling payroll into dental departments
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Monthly financial reports online
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Percentology Online Software (Dashboard)
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Practice overhead comparison to peers
Services we don't offer:
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No tax preparation
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No bill pay/check writing
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No day sheet/receivables reconciliations
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No running payroll