WHITFIELD LEDGER

For dental and optometry owners who are tired of finding out how the year went in April.

Your books, closed by the tenth of every month. Statements you can actually read. And a short call where the person who did the work tells you what the numbers mean. That's the whole offer — and it's more than most practices have ever had.

Every month, you'll know exactly where your practice stands.In numbers you actually understand — not a year-end surprise.Explained by the person who keeps your books. Not a queue.

What we do

Whitfield Ledger handles your practice's monthly bookkeeping end to end — categorization, bank and credit card reconciliation, monthly statements, and the review call, all in QuickBooks Online.We handle financial data only, never patient health information, so there's no HIPAA exposure. We don't file taxes or give financial advice. We keep your books ready so your CPA can, without a year-end fire drill.

What it costs

Engagements run $950 to $2,400 a month, set by your practice's size and transaction volume. I'll tell you exactly where you'd land on a short call — and I'll say so plainly if we're not the right fit.
Six-month initial term, then month-to-month. No early-termination fees.

See where your books actually stand

Fifteen minutes, no obligation. I'll look at how your bookkeeping works today and tell you honestly what I'd recommend — whether or not you work with us.

PDG Muhamiriza, Founder
[email protected]
(978) 238-2801