A Financial Partner That Actually Understands Your Dental Practice
Stop Losing $20,000+ Every Year to Hidden Revenue Leaks While Working 60-Hour Weeks
You didn’t go to dental school to become an accountant, billing specialist, or tax expert.
Yet here you are…
Drowning in financial chaos while watching your dream practice bleed money.
Sound familiar?
❌ Your overhead is creeping toward 70% (when it should be 55-65%)
❌ You’re working nights and weekends on “business stuff” instead of patient care
❌ You have no idea if you’re financially healthy or one emergency away from disaster
❌ Tax season feels like financial Russian roulette
Here’s the brutal truth: Most dental practices are financial disasters waiting to happen.
And it’s not your fault.
The Hidden $50K+ Problem Every Practice Has
While you’re focused on delivering exceptional patient care, your practice is hemorrhaging money through:
- Billing errors costing you thousands monthly
- Overhead bloat eating 15-20% more profit than necessary
- Tax mistakes leaving $50,000+ on the table annually
- Cash flow chaos creating constant stress and limiting growth
- Data disasters causing insurance estimate errors worth $20K+ per year
The worst part? You probably don’t even know it’s happening.
What If I Told You There’s a Better Way?
Imagine walking into your practice tomorrow knowing:
✓ Every dollar is accounted for and optimized
✓ Your overhead is lean and profitable
✓ Cash flow is predictable and growing
✓ Taxes are minimized legally and strategically
✓ You have 15-20 hours back each month for what matters
This isn’t fantasy. It’s exactly what happens when you partner with dental financial experts who actually understand your business.
The Only “Back-Of-House” Financial Solution Built Exclusively For Small Dental Practices
Unlike generic CPAs or basic billing companies, we provide comprehensive financial management specifically designed for practices with 2-20 employees.
Here’s what makes us different:
🎯 Complete Financial Control
- Advanced Revenue Cycle Management
- Strategic CFO-Level Planning
- Tax Optimization & Compliance
- Risk Management & Fraud Prevention
- Real-time Financial Reporting
⚡ Rapid Results (See Improvements in 90 Days)
- Immediate A/R cleanup
- Quick overhead optimization wins
- Fast cash flow improvements
- Streamlined billing processes
🔧 Zero Hassle Integration
- No new systems to learn
- No staff training required
- Dedicated account manager handles everything
- We deliver an overview every month of exactly where you are.
The Proof Is In The Numbers
Robinson Dental: Transformed financial obstacles into explosive growth opportunities
Whitley Family Dental: Went from financial crisis to rock-solid stability in under 6 months
Dr. Lin’s Practice: Gained the freedom to focus 100% on patient care while profits soared
Peak Family Dentistry: 1,175% ROI through optimized financial systems
Frequently Asked Questions
Do I need QuickBooks?
Yes, we will use your QuickBooks account for the base financial platform.
Do You do invoicing?
We do not. We focus on timely, high quality bookkeeping & financial statements.
How do I pay?
Once you sign your contract, we will send you a payment form for your monthly bookkeeping service.
If you would like an annual discount, reach out to hello@getvisionbooks.com.
We offer annual, 2-year & 3-year discounts.
When should I transfer to Vision Books?
Anytime. Just not March, we do not accept any new clients in March.
Who do I communicate with?
You will receive a dedicated team member who is trained on our bookkeeping system.
Then you’re off to the races.
Do you work with Xero?
We work with QuickBooks. That’s it.
If you would like to migrate to QuickBooks, the largest accounting software in the world for SMBs, fill out this form.
Is bookkeeping one or two words?
It’s one word, but we like to keep it spicy by sometimes using two words to indicate that the books are (well) kept.
… also sometimes spell check doesn’t catch everything.
The Team Behind Vision Books
Real people pushing the buttons to make your books better than ever.
Ryan Goldring, CPA | The Accountant
Ryan spent years navigating the labyrinth of mega-corporations at one of those Big Four accounting firms—which might not make your heart race unless you're an accountant.
But here's the upside: he's honed the art of being both detail-obsessed and faster than a calculator on caffeine.
Now based in San Francisco, Ryan figured it was high time to bring big-business savvy to the little guys with only 1 to 2 commas in their revenue.
When he's not helping small businesses maximize their profits with Vision Books, you'll find him biking up a mountain, hiking down a trail, or proving that spreadsheets can, in fact, be exciting.
JJ Reynolds | The Vibes
JJ spent the last decade building small service businesses—not exactly the Fortune 500, but impressive ventures pulling in between $500k and $3 million.
As the Operator over at VisionLabs.com—a data agency proudly embracing its #NerdAlert status—JJ knows his way around numbers and narratives.
When his last accountant decided to bid farewell to public accounting, JJ took matters into his own hands, making his books sing with profits and forecasts.
True to entrepreneurial form, he turned an operating expense into a profit center with Get Vision Books.
Now based in Reno, Nevada, When he's not crunching data, you'll find JJ hiking rugged trails or playing competitive beach volleyball.