Earn More. Keep More. Less Stress.
Elevate Practices gives you timely financial data and operational training to make effective business decisions in your practice.


DENTAL BOOKKEEPING

CLOUD TECHNOLOGY

Access your books from any device – desktop, tablet, or mobile phone.

Dental Specific

We classify your transactions according to industry standards. Always know your numbers.

Timely Bookkeeping

We finish your books within 2 weeks of month end. Timely information can lead to strategic foresight, and not just hindsight.

Integrate Multiple Accounts

We seamlessly connect with bank accounts and credit cards so you know where you stand financially.

Work with Experts

Easy access to bookkeepers and a dedicated CPA for any questions.

Detailed Reports

If your numbers aren’t where they should be, you will know and can take action.


FULL SERVICE PAYROLL

ONLINE EMPLOYEE SETUP

Save yourself time while having your employees provide their payment setup information themselves online and easily view their paycheck and W2s.

Payroll Taxes & Forms

We’ll handle quarterly and year-end payroll taxes and forms for you. We also include your annual business tax returns at no additional cost.

DIRECT DEPOSIT

Employees can choose to have their paychecks processed via direct deposit. We handle everything for you.

Payroll Made Easy

Just enter the hours and we’ll process payroll for you. No additional processing fees. It’s all included!

Work with Experts

Elevate works with the owner and office manager to cover everything related to payroll.

Payroll Reports

Review your payroll at any time with detailed reports.


FINANCIALS + DASHBOARD


FINANCIAL STATEMENTS

Income statements that are formatted to industry standards and easy to read will help you take action in your practice. Know your assets, liabilities, and equity with company balance sheets.

METRICS AND MORE METRICS

Our dashboard puts your financial data into monthly, quarterly, and annual graphs to show trends and make strategic decisions.

KNOW YOUR NUMBERS

We track everything by key expense categories and put goals in place so you know when the numbers are off.

VISUAL DATA

Seeing your data come to life in the Elevate dashboard will allow your team to know how they’re performing.

ANNUAL TAXES INCLUDED

We now include annual business filings at no additional cost. Work with experts who can optimize your tax situation and help you keep more of what you make.

STRATEGY SESSIONS

We review your numbers with you periodically to prepare for tax season, make purchasing decisions, and to analyze revenue and expenses to find ways to improve your practice.


SYSTEMS + MANUALS

ONLINE CERTIFICATES

How should you answer the phone? Greet a patient? There is a system manual and training course for every aspect of running your practice included. Train your entire team with our online modules.

CHECKLISTS FOR EVERYTHING

Our comprehensive suite of checklists will ensure your team knows the most important monthly, weekly, and daily tasks.

KEY OFFICE DOCUMENTS

We provide your office with custom new patient forms, post-op procedures, and anything else you need, both in English and Spanish. All with your office logo and in a patient-friendly format. Included is a custom Team Handbook.

PERIO EDUCATION PROGRAM

Use our comprehensive and actionable perio guide to train your hygienists and front office to follow a proven system for diagnosing perio and recommending restorative treatment.

MEMBERSHIP PLAN

Target patients without insurance benefits by offering a comprehensive membership plan. This is one of our most exciting offerings that offices love!

PATIENT EXPERIENCE

We have time-tested, proven tactics for “Wow-ing” patients. Exceed their expectations and make sure each team member is trained on our Elevated Patient Experience system.


DOWNLOAD OUR FREE METRICS REPORT!

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