Kaizen CFO/blog
Dental Controller

Controller Services for Dental Practices


You went to dental school to fix teeth, not to figure out why last month's collections don't match the production report. Fair trade — you keep the drills, we'll keep the ledgers.

Bright, modern dental office with clean equipment

Production is not collection, and the gap is money

Every dental practice tracks production. Far fewer track how much of it actually turns into cash in the account, and how long that takes once insurance gets involved. That gap — production to collection — is where practices quietly leak profit, and a good controller watches it like a hawk.

Layer on multiple providers, a hygiene department, and a few insurance plans that each pay differently, and a plain P&L stops being useful. You need to see which providers and which service lines actually contribute, not one blended number that averages your star associate together with the chair that sits empty on Fridays.

What a controller adds over a bookkeeper

A bookkeeper records the transactions. A controller makes sure the numbers are right and turns them into something you can run a practice on: reviewed monthly financials, provider-level P&Ls, and the KPIs dentistry actually runs on — collections ratio, overhead percentage, hygiene reappointment, cost per new patient.

If you're adding a second or third location, this is the difference between a group you can manage and three practices you can only pray over. Standardized reporting across locations means you can compare them fairly and catch the one that's drifting before it becomes a problem.

How Kaizen runs it

We sit on top of your bookkeeping — ours or yours — and run a documented monthly close that produces the same reviewed reports on the same date every month. Practice-management data gets reconciled to the accounting, so production, collection, and deposits finally tell one consistent story.

Then we do the improvement part we're named for: each month the overhead categories get sharper and the review catches more before it reaches you. You get a controller's judgment without a controller's salary or their eventual two-week notice.

What's included

  • Reviewed monthly financials with a documented, same-date close
  • Production-to-collection tracking and reconciliation to the deposits
  • Provider-level and location-level P&Ls
  • Dental KPI scorecard — collections ratio, overhead %, hygiene, cost per new patient
  • Insurance and patient AR aging, watched before it goes stale
  • Overhead category discipline so cost creep gets caught early
  • Standardized reporting across locations for clean comparisons
  • Oversight of your bookkeeper or bookkeeping team — a second set of senior eyes
New practices usually begin with the 1-2-3 CFO™ Reset: Month 1 clean and reconcile, Month 2 stand up provider P&Ls and KPIs, Month 3 systems and a budget.

Pricing

$3,000–6,000/moscoped to providers, locations, and volume · no contract
~$120K+/yrwhat a full-time controller costs fully loaded — a lot of chairs to fill to cover that
One hire, one riskan in-house controller who needs managing and takes your reporting with them when they leave
Team + reviewcontroller oversight plus a bookkeeping team and a close that doesn't wobble

Straight answers

We already have a dental CPA. Do we need this too?

Different jobs. Your CPA files the tax return once a year; a controller runs the monthly numbers you manage the practice on. Many of our clients keep their CPA and hand them cleaner books, which usually makes tax season cheaper too.

Do you reconcile to our practice-management software?

Yes — production and collection from the PM system get tied to the accounting and the bank deposits, so the three finally agree. That reconciliation is where a surprising amount of missing money turns up.

We're a single location. Is a controller overkill?

Sometimes, and we'll tell you if so. A strong bookkeeper plus a KPI report may be plenty until you add a second location or a second provider. The controller layer earns its keep when there's more than one of something to compare.

Can you work with our existing front-office team?

That's the usual setup. We handle the accounting and review; your team keeps running the front office. We just make sure what they enter and what the bank shows end up telling the same story.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

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Or call us directly: +1 786 789 0969