Accounting Services Tailored for Dental Practices

At Peritz Consulting, we understand that clear, accurate accounting is the foundation of a successful dental practice. Without reliable financial data, practice owners can’t make confident decisions or plan for growth. That’s why we offer dental-focused accounting services designed to bring clarity, control, and actionable insight to your finances.

Our team of experienced dental accountants works directly with your practice to manage your books, streamline financial processes, and deliver up-to-date reporting that supports both daily operations and strategic decision-making.

What Our Accounting Services Include

We provide comprehensive accounting support tailored to the unique needs of dental practices, including:

Accounting Infrastructure & System Design

A strong financial foundation begins with the right infrastructure. We design organized, intuitive accounting systems that provide clarity, accuracy, and actionable financial insight.

Our infrastructure services include:

  • Chart of accounts design tailored to dental practices
  • Accounting software setup and optimization
  • Internal control implementation
  • Workflow and approval process design
  • Revenue and expense categorization refinement
  • Integration with payroll and practice management systems


We ensure your financial system delivers meaningful data, not just numbers.

Book keeping & Financial Management

Accurate bookkeeping is the backbone of informed decision-making. We provide consistent, timely financial oversight so you always understand your practice’s performance.

Services include:

  • Transaction recording and classification
  • Bank and credit card reconciliations
  • Accounts payable and receivable management
  • Payroll coordination and review
  • Monthly closing process
  • Financial accuracy audits


With clean, reliable books, you gain confidence in every financial decision.

Dental-Specific Financial Reporting

Standard financial statements only tell part of the story. We deliver specialized reporting tailored to the operational realities of dental practices.

Customized reporting includes:

  • Production vs. collections analysis
  • Overhead percentage tracking
  • Provider performance reporting
  • Hygiene department metrics
  • Revenue by procedure category
  • Expense trend analysis


Our reporting connects clinical performance to financial outcomes so you see how operational decisions impact profitability.

Benchmarking & Cost Analysis

Understanding your numbers is powerful. Understanding how they compare to industry standards is transformative.

We evaluate your financial performance against industry benchmarks to identify inefficiencies and growth opportunities.

Our analysis includes:

  • Overhead ratio benchmarking
  • Staffing cost evaluation
  • Dental Supply expense analysis
  • Margin comparison to industry averages
  • Profitability by service line


We identify where improvements can increase cash flow and long-term enterprise value.

Cash Flow Management & Forecasting


Profitability and cash flow are not the same. We help you manage liquidity strategically so your practice remains financially stable and growth-ready.

Our services include:

  • Rolling cash flow projections
  • Seasonal revenue planning
  • Debt payment modeling
  • Equipment purchase forecasting
  • Expansion impact analysis


We help ensure your practice can invest confidently without compromising stability.

Why Dentists Choose Peritz Consulting

Deep Experience
With more than 25 years of experience supporting startups and established practices, we have earned a reputation for guiding dentists to long-term success.
A Trusted Professional Network
Our clients gain access to a curated network of dental industry experts and service providers.
A Dedicated Team Approach
Every client receives the support of a dedicated team, ensuring the personal attention that you and your practice deserve.
Modern, Secure, Technology-Forward
We have embraced secure, paperless systems to ensure efficient communication and seamless data exchange.

Elevate Your Practice
Realize Its Full Potential

Whether you are opening your first practice or refining an established one, the decisions you make today shape your future success.

Put our decades of dental accounting and advisory expertise to work for you. Contact Dave to schedule a private consultation and discover how Peritz Consulting can help your practice thrive.