Medical / Dental

CDS’s services remove the supervision of bookkeeping functions from medical practice office manager’s responsibilities.  This allows them to concentrate on making sure that the practice runs smoothly, especially at month end, tax time, during employee turnover, and during insurance processing changes. In addition, many medical / dental professionals take advantage of our High Net Worth Individual services for themselves in order to simplify their personal finances and financial decision making.

Partial List of Available Services:

  • Implement & Oversee Internal Controls
  • Training of Internal Staff
  • Cash Flow & Forecasting
  • Budget Preparation & Analysis
  • Insurance Review
  • Preparation of Interim Statements
  • Accounts Receivable
  • Accounts Payable
  • Monthly Bank Reconciliations
  • Monthly Credit Card Reconciliations
  • Payroll & Payroll Taxes
  • Yearend W-2 & 1099 Processing
Medical and Dental