--- title: "Monthly financial reporting for dental practices" description: "Monthly financial reporting for dental practices: monthly P&L, balance sheet, cash flow, budget-vs-actual and plain-English commentary by business day 7." url: https://ledgerbpo.com/industries/dental-practices/financial-reporting/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # Monthly financial reporting for dental practices Outsourced financial reporting for dental practices should answer the questions owners ask: what is my overhead, which plans are eroding my fees, is hygiene profitable, and what does each doctor contribute. We build the monthly package from reconciled books and practice-management exports: production and collections by provider, adjustments by plan, collection ratio, lab and supply cost as a percent of collections, staff cost by department, overhead by category and location, and insurance aging. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for dental practices Multi-location groups get location P&Ls that roll up. Each report ties to the bank, and every package carries a short note on the changes that matter this month. ## What is outsourced financial reporting? Outsourced financial reporting means a remote accounting team prepares your periodic financial statements and management reports instead of an in-house controller. The team works from your own accounting file, applies a consistent close and review process, and issues a report pack on a fixed date each month. You keep the data, the software and the decisions. ## What we handle for dental practices - Report production, adjustments and collections by provider and by plan each month - Show lab, supply and staff cost as a percent of collections with trend lines - Present overhead by category and by location against your own trailing average - Track collection ratio and insurance aging by plan - Include a plain note on what changed and what deserves a decision ## The KPI that matters here Monthly package delivered with overhead ratios and adjustments by plan, tied to reconciled books. ## Dental compliance notes ### HIPAA Dental claims, EOBs and patient ledgers are protected health information. We sign a BAA, staff are HIPAA-trained, access to your practice-management system is role-limited with MFA, and the accounting file carries batch totals and claim numbers rather than patient names. ### PPO and payer contracts Each PPO agreement sets the fee schedule, what can be billed to the patient, coordination-of-benefits rules and how overpayments are returned. We record adjustments according to the contract and keep the fee schedules current so underpayments can be identified and refunds are handled the way the contract requires. ### Patient credits and unclaimed property Prepaid treatment that is not completed and insurance payments that arrive after the patient paid create credit balances. We age them monthly and prepare refunds for your approval, because unrefunded credits may become reportable unclaimed property under state law after a dormancy period. ### Card data and patient financing Our agents never take or store card numbers; patients pay through your terminal, portal or financing partner. Financing payouts from CareCredit, Sunbit or similar programs are reconciled net of the merchant discount, and promotional-plan terms are recorded so the cost of financing is visible. ## Dental software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Gusto](https://ledgerbpo.com/software/gusto/) - [Bill.com](https://ledgerbpo.com/software/bill-com/) - [Square](https://ledgerbpo.com/software/square/) - Dentrix - Open Dental - Eaglesoft - Dentrix Ascend - [All 50 platforms](https://ledgerbpo.com/software/) ## More for dental practices Other services for dental - [Bookkeeping](https://ledgerbpo.com/industries/dental-practices/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/dental-practices/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/dental-practices/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/dental-practices/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/dental-practices/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/dental-practices/month-end-close/) - [All dental services](https://ledgerbpo.com/industries/dental-practices/) Financial reporting in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/financial-reporting/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/financial-reporting/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/financial-reporting/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/financial-reporting/) - [The full financial reporting page](https://ledgerbpo.com/services/financial-reporting/) ## Frequently asked questions ### Which reports matter most for a dental practice? Overhead by category, adjustments as a percent of production by plan, collection ratio, lab and supply cost as a percent of collections, production and collections by provider, hygiene production against hygiene cost, and insurance aging. Those explain most profit changes. Balance sheet, cash and location views complete the package for lenders and partners. ### Can you report hygiene profitability? Yes. Hygiene production from the practice-management system is compared with hygienist wages, benefits and the supplies coded to hygiene, giving a hygiene margin each month. Because hygiene schedules drive re-care and restorative diagnosis, the report is read alongside doctor production, but the margin itself tells you whether the hygiene department covers its own cost. ### How do you report adjustments by plan? Contractual adjustments are posted by plan in the practice-management system and carried into the ledger by plan, then divided by gross production for patients on that plan. The result shows the effective fee each network pays relative to your office fee. It is the report to open before a renegotiation or a decision to drop out of a network. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/dental-practices/financial-reporting/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt