Services

What we do best

Management Reporting

Ready to go beyond simple bookkeeping? Our Management package gives you a monthly regular in-depth look at your clinic’s finances and operation.

Contract CFO

Give your practice the financial oversight that it deserves. Go beyond bookkeeping with a comprehensive service that will set you up for success and help you get there.

Basic Bookkeeping

Put your practice's financials in the hands of a firm you trust. Get regular, up-to-date bookkeeping out of the way so you can focus on whats most important.

Payroll

Processing payroll, year-end T4 and ROE



Doctor Pay

Calculating doctor pay, processing, posting and support


Accounts Payable

Vendor payments, cash management tools using Plooto


Management Reporting



Our Management Reporting package gives you a monthly in-depth look at your clinic’s finances and operation There’s bookkeeping, then there’s accounting.

If you’re simply focused on keeping the books up-to-date, you’re missing all of the insight to grow and increase your clinic’s profitability.

New clients tell us that their accountant is simply not productive and their bookkeeper simply hands them a statement at the end of the month. That's because your tax accountant deals with tax matters only, and your bookkeeper is focused on balancing the books. We are here to support your growth help you achieve your goals.

Our Management Reporting package bridges the gap to provide you ongoing insights into your practice. We pair our comprehensive monthly reports with our bookkeeping to give you a Management Reporting service that gives you financial insight into your practice and helps you identify opportunities to improve and monitor progress.

We start with your practice’s overall goals and build a report based on what your clinic should look like. Then each month we keep your books up to date, gather all of the metrics, key performance indicators (KPIs) and benchmark where you are with where you’d like to be.

The report that’s delivered compares your current practice with your budget and provides analysis and insights into where your clinic is right now and whether you’re hitting or missing your targets.

CFO Services



Get your practice the financial oversight that it deserves. Go beyond bookkeeping with a comprehensive service that will set you up for success and help you get there.

If our Management Reporting package isn’t quite enough for you, then our CFO package will do the trick. This is the best option for ambitious dental practice owners who want to build a successful and profitable business. This is for you if you want to go beyond the data entry and get regular support and business advice.

We start with strategic discussions, identify key areas for improvement and work with your management team and support your goals. We’re with you every step of the way—get more involvement and grow faster.

Not looking for something long term? No problem. Connect with us for one-off CFO services where we dig into your practice history and help you build your budget, develop an accurate forecast and benchmark metrics.

Don't settle for just a bookkeeper, your practice deserves better.

Basic Bookkeeping



You can hire any old bookkeeper, but wouldn’t it be better if you had one that knew your industry?

Put your practice’s financials in the hands of a firm that knows the industry and can help you grow. It can be hard to differentiate between bookkeepers, aren’t they all the same?

Here at Shift we’ve got our dental bookkeeping down to both an art and a science. We use cloud accounting technology to eliminate the back-and-forth, saving you time, delivering you faster results and eliminating mistakes.

We provide a dental-specific Chart of Accounts. It captures your direct costs and overhead correctly so they can be benchmarked against the industry and your own practice.

We provide timely and accessible bookkeeping reports. Shift reports come faster than your old bookkeeper and you can understand them. Then at year end we package everything up and give it directly to your tax accountant so they’ve got everything they need to get your taxes done on time.

No clean-up. No catch-up. Never behind. Maybe not all bookkeepers are the same.