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Services

Dental Bookkeeping Services

Accounts Payable

N

Pay vendors and track invoices

N

Maintain organized expense records

Bank & Credit Card Reconciliation

N

Reconcile bank statements

N

Reconcile loans and credit cards

Payroll Support

N

Enter payroll into accounting software

N

Maintain accurate payroll records

Dental Software Reconciliation

N

Balance end-of-day dental software reports

N

Enter deposits into accounting software

N

Verify accuracy between practice management software and accounting records

Fraud Protection & Oversight

N

Examine audit trails

N

Identify discrepancies or unusual activity

N

Help protect the practice from internal fraud

Financial Reporting

N

Provide monthly financial metrics and reports

N

Deliver reports to owners, consultants, and CPAs

N

Ensure financials are always current and accurate

Additional Services for Larger Dental Practices

N

Posting of EFT insurance payments

N

Additional financial support for high-volume dental offices

Testimonials

June 30, 2012

To Whom It May Concern:

It is a privilege to write this letter of recommendation on behalf of Dentakeeping LLC.

Merion Village Dental has had the pleasure of working with Dr. Tammi Schaeferle and her company for over a year. She and her company now process all of our daily account postings, bank deposits, and are currently effectively reducing our Accounts Receivable.

Dr. Tammi has a solid reputation as skilled clinician, but more importantly she understands our business as only a dentist in practice does.

Our business experience with Dr. Tammi and Dentakeeping has been beyond satisfactory. It has been exceptional. Their customer service is exemplary and immediate. She and her team are highly professional, and their attention to detail is nothing short of excellent.

The “outsourcing” of posting patient and insurance checks and making daily bank deposits in our industry is a unique concept that for us has proven to be more efficient and economical than keeping it in-house.

It is without reservation or hesitation that we endorse the services of Dentakeeping, and we are confident our partnership will continue well into the future.

Sincerely,

Dr. Harvey R. Vesha

Merion Village Dental-Columbus Ohio

At The Paragon Program, we recommend and endorse Dr. Tammi Schaeferle and Dentakeeping for all of our clients. I think that Tammi and her team understand the audit process as well as anyone out there. Moreover, they can put the audit controls in place to protect any doctor. They are reasonable, practical and nice people.

Feel free to contact me about “real life successes” that our clients have had with them.

The Paragon Program™
800-448-2523
theparagonprogram.com
Ken Runkle, President

CEO Paragon Program-Columbus Ohio

October 10, 2012

Dr. Tammi Schaeferle has worked with many of our clients to help protect them against
embezzlement. They appreciate that she is flexible in offering the specific services they need,
without charging them for services they don’t. Tammi’s extensive personal experience in the
dental industry saves our clients unnecessary time explaining their practice to a consultant that
can’t assist with their distinct needs.

As a client of our firm for the past several years, we have seen firsthand Dr. Schaeferle’s
dedication to practice management. With personal experience in purchasing, managing and
selling practices, Tammi can assist in almost any situation and will tailor her services to the
individual needs of her clients. I would highly recommend her to any dentist needing assistance
with payments, software reports, insurance claims and overall fraud prevention.

Jim Boltz, President

CEO Zimmerman and Boltz CPA

We can provide you with numerous Dentakeeping Clients contact information so you can see how we assist and provide services to their businesses.