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How adding 5 minutes to your schedule can help save your clinic money

Every day happy clients leave your office smiling. Before they step out your door, they swipe their debit or credit card, hand you a wad of cash or work out...

Article Jul 30, 2018

Understanding your income statement and balance sheet

Each month you are likely sent an income statement. An income statement shows you your practice’s revenues, costs and expenses over a predetermined period, so in the case of your...

Article Jun 26, 2018

Bookkeeping Options For Your Clinic

Bookkeeping is one of the many tasks dental clinic owners need to budget for, but that is often easier said than done. When considering bookkeeping services for your clinic the...

Article May 27, 2018

3 Ways Dental Practices Can Reduce Accounts Receivable

Accounts receivable (A/R) can be a slippery slope for a dental office, on one hand, you want the value-add to your clients of an assignment office but on the other...

Article May 27, 2018

Know what to look for on your profit and loss statement

As a dentist and business owner, your time is limited. Knowing how to read your profit and loss statement can be confusing. We've created a 2-minute video that will give...

Video Mar 27, 2018

How We Use Plooto to Help Clients Increase Efficiency

If you're looking for ways to increase efficiency consider simplifying your payments process (accounts payable, accounts receivable, tax remittances etc).

Article Feb 28, 2018

Automating Mileage Tracking - One Less Task To Worry About

Tracking your mileage for business purposes is tedious. It’s easy to forget to track a trip or to misplace your mileage book. When it comes to tax season, you can...

Article Feb 20, 2018

The 3 Step Plan to Creating a Better Dental Budget

All too often we come across dental practices who haven't taken the time to create an annual budget - and usually it's because they didn't have the time to go...

Article Jan 30, 2018

Shift Announced as One of Hubdoc's Top 50 Cloud Accountants of 2017

Thanks to the awesome folks at Hubdoc for recognizing us as one of the Top 50 Cloud Accountants of 2017 (North America)! Check out their blog post to learn more!

Article Jan 29, 2018

The Fee Guide Challenge

Dentist are not required to follow the fee guide - so why would they? The fact is that whether or not you decide to follow the fee guide, it’s likely...

Article Jan 18, 2018

Components of the Income statement

The income statement is a useful tool for providing an overview of how your business is doing in a specific time period, for example, monthly income statements, quarterly or annually...

Article Jan 07, 2018

Tips on how to organize bills in Hubdoc

Want to learn the best practices for organizing your bills and statements in Hubdoc? Watch our 4 minute video to learn about the best tips out there.

Video Dec 03, 2017

3 Critical Items Your Bookkeeper Should Be Reviewing

Check out our blog post at Smile Marketing

Article Nov 15, 2017

Shifting to the Cloud - How cloud accounting and productivity tools can help your business

Over the past few years there has been a lot of talk in business circles about the ‘cloud’, but very little clarity on what that actually means. If you’re not...

Article Jul 30, 2017

Tired of writing cheques? Pay your vendors online

Tired of writing and mailing cheques? Now you can pay your vendors online using Plooto. Watch our 2 minute video to learn more.

Video Jun 21, 2017