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Bookkeeping Services denstists2025-11-10T18:55:35+00:00

Best Bookkeepers for Dentists & Dental Clinics

Orbit helps dental clinics stay CDCP-ready — from billing and CRA compliance to payroll and profitability. We track HST, reconcile insurance payments, and keep your books audit-ready every month. Get clear financials, fixed fees, and insights built for dental practices.

dentist bookkeeping gif

An Accounting Firm you can rely on!

0 %

Late Filings

<6 hours

Email Response

100%

Fixed Fee

<10 days

Month End Close

Meet the Founders

Sophie Dillon, CPA,CA

Co-founder

Orbit Accountants sophie

At Orbit, we’ve built a practice that’s grounded in clarity, care, and consistency. From onboarding to ongoing support, our focus is always on making accounting feel less like a burden and more like a growth tool. We’re here to simplify the process, not complicate it.

Malay Matalia

Co-founder

Orbit Accountants sophie

Orbit was born out of a simple idea: organizations should have access to timely, accurate books and clear, transparent pricing. As clients grow and expand globally, our job is to keep their finances grounded with smart systems and proactive support, every step of the way.

Are you a charity or non- profit?

Get fund-ready books, grant
reporting, and CRA filings.

Quick Answers 

Yes—setup, tracking, and filings are handled monthly, including exempt vs. taxable cosmetic procedures.
Yes—Sun Life, Manulife, and CDAnet deposits are auto-reconciled to keep AR clean.
Yes—T4/T4A, CPP2, WSIB, and EI premium reduction setups included.
No—fixed monthly fees with clear deliverables and no surprises.
Yes—we coordinate directly and provide year-end workpapers and PBC packages.
Xero/QBO, Dext/Hubdoc, Jane, Helcim, Stripe, and CDAnet integrations.
Through the Orbit Portal—encrypted uploads, approvals, and automated reminders.

Why Dentists switch to Orbit

Key Considerations for Dental Practices

Bookkeeping & Systems

Automate insurance remittances and track HST correctly for exempt vs. taxable services. Monthly CDCP dashboards in Xero and Fathom HQ keep AR clean and production reporting clear.

CDCP & CRA Compliance

Stay audit-ready with proper CDCP enrollment, GST/HST handling, and PC structure optimization. We handle fee gaps, ITCs, and CRA documentation changes.

Payroll & Benefits

Manage associate classification (T4/T4A), PHSP/HSA setup, and WSIB compliance. We flag taxable benefits and file payroll remittances on time.

Benefits & Insurance Workflows

Set up CDCP billing and coordination of benefits with private insurers. We train teams on EOB reconciliation and privacy-compliant processes.

Fractional CFO & Advisory

We’re a service powered by people and the Orbit Portal—not just an app. Every file reviewed by experienced bookkeepers.

Orbit vs Others 

Read More

Orbit Accountants vs. Alternatives 

Vs. Generalist Bookkeepers 

Generic bookkeepers miss the nuances of dental operations. Orbit uses dental-specific KPIs, supplier coding, and correct HST handling by province.

Vs. In-House Single Bookkeepers

Avoid single-person risk. Orbit offers team coverage, QA review, and consistent on-time month-ends.

Vs. Audit-First Firms

We focus on monthly insight, not just year-end. Your audits move faster because the PBC is always ready.

Vs. Software-Only Tools

We’re people-powered, not just an app. The Orbit Portal combines automation with expert review every month.

How Orbit Accountants Works with Dentists

what we do

The Orbit Portal – no more document chasing 

Secure uploads & approvals

Real-time request list and statuses 

Due-date reminders and gentle nudges 

One place for month-end close collaboration 

What You Get Each Month

  • P&L, Balance Sheet, Cash Snapshot  
  • KPIs relevant to your industry (e.g., CAC payback for SaaS; revenue per chair/room for clinics; COGS/margin for retail/food) 
  • Compliance: HST tracking & filings, payroll entries & remittances 
  • Orbit Portal: document requests, approvals, status tracking 
  • Manager review with notes on variance and risks 

Packages & pricing 

Ready to switch your bookkeeping?

Book a discovery call. We’ll map your systems, agree on a fixed fee, clean up what’s needed, and deliver reliable monthly reporting.

Transparent Plans, no surprises
Custom Solutions for your business

Recommended Blogs

Frequently Asked Questions

Dental practices have unique revenue flows, CDCP billing, and HST exemptions that require industry-specific tracking and reporting.
We automate deposit matching from insurers and CDCP payments, ensuring every remittance ties to the right patient and provider.
Yes — our dashboards track production, revenue, and expenses by chair, provider, or location.
We separate cosmetic revenue streams and apply the correct GST/HST, maintaining clear ITC documentation for compliance.
We primarily use Xero or QuickBooks Online, integrated with Dext, Hubdoc, and practice tools like Jane, Helcim, and Stripe.
Yes — we track exempt vs. taxable services and prepare HST filings by province to ensure accuracy and compliance.
Through automated CDCP and insurance reconciliation, reducing write-offs and maintaining a clean AR dashboard each month.
Absolutely — we connect Jane, CDAnet, Helcim, Stripe, and Square to Xero or QBO for seamless transaction flow.
Yes — we manage payroll, source deductions, WSIB, CPP2, and benefit classification for compliance across provinces.
Full reconciliation of AR, AP, insurance deposits, HST tracking, and KPI reporting by provider or location.
Yes — we advise on PC structures and management-fee setups to optimize taxes and minimize exposure.
Our team monitors CRA guidance (e.g., Notice 339) and applies correct ITC treatment for all eligible expenses.
Yes — we build Xero and Fathom HQ dashboards showing AR days, hygiene ratios, and production per chair.
You’ll receive monthly financial statements and AR summaries through the Orbit Portal—on time, every month.
Definitely — we clean and reconcile back months, fix coding, and rebuild your chart of accounts for CRA compliance.
All files are exchanged through the Orbit Portal with encrypted uploads and role-based access.
Yes — our monthly reconciliations and PBC-ready documentation make CRA audits faster and easier to manage.
Yes — we assist with CDCP billing workflows, EOB reconciliation, and benefit coordination with private insurers.
We track cashflow forecasts, payer mix trends, and profitability ratios to guide growth and expansion decisions.
We combine automation with human expertise — every file is reviewed by qualified accountants for accuracy and compliance.

service areas

Service areas

Canada-wide coverage: Toronto, Ottawa, Calgary, Edmonton, Vancouver, Waterloo, Victoria, and surrounding areas.

Ready to switch your dental bookkeeping?

Book a discovery call.

We’ll scope your clinic, fix the gaps, and deliver on-time, audit-ready reports.

Get Back on Track—Fast and Hassle-Free

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Tax Filing Services

Tax

We Prepare your annual income tax returns and regular sales tax filing.

Fractional CFO Services

Fractional CFO

Helping you define and achieve your business goals

Payroll Management Services

Payroll

Our seasoned payroll team guarantees precise and punctual payroll processing.

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