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. ADAM MARENGI
"I've been with Sona and her team at Percentology since the beginning of my practice ownership, and I would feel completely in the dark without them. I know where every dollar is being spent, and it's been a major tool in making my business as efficient as I can possibly make it. There are only a few "can't live without" services/products in my dental practice, and this is one of them."
Why choose Percentology?
We completely respect and appreciate that you likely have a great relationship with your accountant. However, bookkeeping services are generally not a core service of accounting firms. So if you’re struggling with outdated bookkeeping and unclear overhead costs, we can provide you with better, more specialized dental bookkeeping while working seamlessly with your accountant to get tax reporting done each year, often enhancing the tax service your CPA provides.
CPA FIRMS
Messy or complex financial reports
Bookkeeping always behind
Incorrect expense categories
Not right for a dental practice
Rushing at tax time every year
Trouble knowing where you stand
PERCENTOLOGY
Simplified and clean financial reports
Bookkeeping updated weekly
Experienced with dental vendors
Designed to compare against other dentists
Ready for taxes in January each year
Always know where your money goes
How does it work?
Our unique approach focuses on making it easier to see where your money is going at a glance by doing your dental practice’s bookkeeping with overhead expense benchmarking. You just continue to pay your bills and run your payroll. Meanwhile, your dedicated Percentology bookkeeper keeps track of all financial activity in QuickBooks Online and makes it easy to read and discover where you stand.
1
STEP 1
We track your financial activity in QuickBooks Online.
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 weekly using QuickBooks Online.
2
STEP 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
STEP 3
Done! You have clear 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
Drill down into overhead costs compared to other practices.
Profit & Loss report categorized for dental industry benchmarks.
All of the expense accounts from your Profit & Loss report are included but reorganized into dental overhead categories, enabling you to compare your overhead against industry standards, apples to apples.
Compare your overhead costs against real practices.
Our bookkeeping service clients are all averaged together in the application by general or specialty, so you can compare your overhead against real practices.
Review transaction details from QBO
No switching back and forth from QuickBooks. Click on dollar amounts to review transactions directly from QuickBooks.
TESTIMONIALS
We work with over 100 happy dentists.
DR. HORACIO FALCON
Before working with Percentology, my biggest challenge was finding the right person to maintain our bookkeeping for a dental practice correctly. Seeing how our practice was doing was difficult because the reports were never accurate or useful. Not having accurate financial reports held my practice back, and to say it was frustrating is an understatement. From my experience, most accountants don't do dental bookkeeping correctly, but Percentology does. After I started working with Percentology to maintain the bookkeeping, it took a massive weight off my shoulders because I’ve finally been able to log in to QuickBooks and access clean, readily available financial reports to see where my money is going. When onboarding with Percentology, Sona was able to update last year’s bookkeeping, along with the current year, faster than I thought she could. I also really appreciate how their monthly process is so easy for me as a busy practice owner because they know dentistry, and the peace of mind of having the bookkeeping done well and on time every month is worth every penny. I'm also remodeling the office, and having the clean financial reports available for the bank has been critical. Instead of wasting time chasing down accurate financial reports, Percentology’s service runs like clockwork. It allows me to consistently leverage the reports to focus on tasks that have a bigger impact on the business. The communication with Sona and her team is amazing, and they really understand the dental business. Sona always gives the right advice when asked, and I am truthfully happy and grateful for her work. If you’re on the fence about working with Percentology, don't wait on it. Take the jump and have a professional take care of your financial reports. — Dr. Horacio Falcon Falcon Dental Group P.S. Many years ago, I worked with Percentology for a while and then left. I thought I could maintain the bookkeeping myself to save money, and my accountant said they could help. So I stopped working with Sona. It was the biggest mistake of my business life. It became so much work and a tremendous mess. I had no control or ways to see how my business was doing or where my money was going. Luckily, Sona took me back, and I look forward to many more years of a relationship. I highly recommend them, but if you’re still in doubt, email me and I'll be happy to share my experience.
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!”
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!"
How to get started:
1
STEP 1
Start with a scheduled call.
Complete our schedule call form, and then we will align around your vision and goals for your dental practice bookkeeping to ensure we are the right fit.
2
STEP 2
Gather some items for us.
We will send you a simple list of five items to gather so our team can get started. We know you're busy with patients, so we make it easy.
3
STEP 3
Sit back and relax.
Hang tight while we redo the entire year of bookkeeping to ensure everything is correct and consistent for overhead comparisons against industry averages (which is also important for comparisons to months/years moving forward).
4
STEP 4
Discover where you stand.
We will give you a recorded video tour of navigating your QuickBooks Online reports and our overhead software, and then we will keep your practice numbers consistently updated moving forward.