Stop wrestling with your books. Start understanding them.
Let’s face it: QuickBooks was never designed for a dental or professional practice.
And the default chart of accounts? Built for accountants — not for business owners like you.
You didn’t go to school to become a bookkeeper. But you do need to understand what your numbers are telling you.
That’s where this makeover comes in.
This is for you if…
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You’re still using QuickBooks Desktop and don’t plan to switch to Online (good choice).
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You want to understand your overhead, but your reports look like alphabet soup.
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You have no idea how much your team is costing you percentage-wise — or how that compares to last year.
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You’ve been told your data is “fine,” but your gut says otherwise.
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You’re tired of managing expenses with your tax accountant in mind, instead of running your business with clarity.
What’s Included in the Makeover
This is more than a cleanup — it’s a reimagining.
Based on a chart of accounts I created in 2003 (before anyone else was doing this for practices), your QuickBooks Desktop will finally reflect your real business flow — in language you actually understand.
Here’s what happens:
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Your Chart of Accounts is overhauled and streamlined for management, not just taxes.
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Memorized reports are built for weekly and monthly review — no more clicking around blindly.
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I assess the actual health of your data file — and fix what’s broken.
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You get a customized list of process improvements tailored to how your practice runs.
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Then, in a two-hour remote consultation, we go through everything: what changed, what to watch, and how to keep it running clean moving forward.
You’ll go from frustrated to fluent — in just a few focused hours.
Why It Matters
Professional practices use two systems:
Your practice management software tracks money coming in.
QuickBooks handles money going out.
But if they’re not aligned — if they’re not talking to each other — you’ll never have true financial clarity.
This Extreme Makeover creates that back-to-back accountability.
It helps you lead your business, not just react to it.
Important Notes
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This service is only for QuickBooks Desktop users. If you’re using a version older than 2022, you’ll need to upgrade before we begin.
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I do not offer this service for QuickBooks Online — it lacks the customization tools needed for this level of change.
Make this the year you stop winging it.
You’ve tried managing QuickBooks the way “someone else set it up.”
How’s that working?
Let’s finally make your system work for you, not the other way around.
Ready to make over your books — and your sanity? Let’s talk.