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Simplify your life and strengthen your practice’s financial health

You’ve got enough to worry about taking care of patients, growing your practice and managing your staff. The last thing you need to worry about is keeping your dental software reconciled with your bank, merchant statement, and QuickBooks, paying your practice bills, or managing payroll.

Is your office manager doing these things? Studies clearly show that their time is best spent presenting treatment plans, filling your schedule, and collecting patient co-pays.

Many dental practices suffer because basic business accounting principles aren’t followed. Office managers or bookkeepers are often too busy to do less urgent but extremely important tasks, such as:

• Balancing your dental software deposits with your accounting software and your bank account

• Reconciling your merchant statement with your dental software and bank account

• Following generally accepted accounting principles (GAAP) that suggest that the person who opens mail and receives patient payments should not be the person who balances your books

• Delivering accurate monthly financial statements

• Paying bills on time

• Paying employee’s payroll taxes accurately and on time

• Paying quarterly and annual taxes on time

eAssist Dental Accounting is dental bookkeeping and accounting built by dentists for dentists. We understand the unique accounting needs that dental practices require.

Finally your Dentrix or Eaglesoft (or whatever software you use) and merchant statements are balanced with both your bank deposits and your QuickBooks! Your deposits and payments are accurately reconciled with your bank. We even pay your bills—if you’d like us to.

As an added bonus, we migrate your existing accounting files over to Intuit’s industry leading cloud-based QuickBooks Online at no charge to you. Your accounting software is available to you for review online 24/7.

If you are a startup, we’ll even create your files for you!

(Learn more about QuickBooks online and its advantages by visiting: http://www.quickbooks online.com.)

To learn more about these services and how we can exactly fit them to your needs, please contact us today at 1-844-eAssist and an eAssist Dental Accounting expert will answer all your questions.

We are pleased to announce our new EFT Service. Turn the page for more info.

1-844-eAssist

Dental offices are losing money on submitted patient claims due to two preventable factors:

• Payments or Electronic Fund Transfers (EFTs) from insurance companies are sometimes sent to the wrong bank account or are not even received by the office, despite insurance companies claiming to have sent the funds.

• Additionally, funds that are actually received from the insurance companies are sometimes incorrectly applied.

By the time the errors are discovered, it may be too late to fix because of filing timing restrictions.

eAssist monitors and tracks these EFT payments on a daily basis to review accuracy of insurance company payments, while ensuring the correct application of funds to the proper patient accounts, and preventing potential embezzlement.

Our solution makes sure that payments to dental offices are not falling through the cracks, allowing doctors to focus more on their dentistry and growth rather than financial concerns.

A one-time set-up fee charge of $199.00 will apply to any size office. There will be no waiting period for any office that wants to sign-on.

Starter office ..........................................$159.00/month (Total office collections <$40k/month)

Medium office .......................................$179.00/month (Total office collections $40k–$100k/month)

Large Office ...........................................$199.00/month (Total office collections $100k–$150k/month)

Enterprise Office .................................. $229.00/month (Total office collections $150k–$200k/month)

*Other reconciliation services may incur additional charges.

OUR

NEW EFT SERVICE!

INTRODUCIN G

1-844-eAssist www.dentalaccounting.com

Call 1-844-eAssist today to sign up!

Essential Bookkeeping Service Keep Your Accountant—We Keep Your Books

Our Essential Bookkeeping Service is just what you need to relieve you of the tedium of balancing the books whenever a deposit or a bill is paid. Your accountant and whomever else you choose will have complete access to your books at all times and in real time through QuickBooks Online.

• Keep your accountant and pay your own bills through your bank’s bill pay or by writing checks.

• Don’t worry about balancing your checkbook— that’s what we do for you!

• Free migration to QuickBooks Online for 24/7 account access for you and your team with no monthly Intuit fee for eAssist Dental Accounting customers

• We create all of your accounting journal entries (deposits and payments/debits and credits) and categorize your expenses for you.

• We reconcile your dental software & merchant statements with your bank and with QuickBooks— a step often overlooked by non-dental specific accounting firms.

• Real time profit and loss, balance sheet, and statement of cash flows available 24/7 with your free QuickBooks online account.

• With your weekly email report you always know that we’re working hard for you.

Advanced Bookkeeping Service with Bill Pay Keep Your Accountant—We pay your bills and keep your books

Take your bookkeeping to another level of convenience and safety by adding our Advanced Bookkeeping Service with Bill Pay. We pay your bills through your bank’s bill pay through limited access accounts. Your staff no longer needs to write checks to vendors or have access to your bank’s online account. Take your checks home and keep them safe!

Here’s how it works:

• Your staff scans bills into a HIPPA compliant cloud based folder that is shared.

• Any bills placed in this folder will be paid by us through your financial institution’s bill pay system when the bill is due.

• Simply keep any bills you don’t want paid out of this folder. It’s that easy.

• We do all the tedious work of accounting and paying vendors so your staff can focus on keeping your schedule full!

• This package includes all of the features of the Essential Bookkeeping Service as well.

Essential Bookkeeping Service monthly fees*

Starter sized dental office (Total office collections <$40k/month)

$369

Medium sized dental office (Total office collections $40k–$100k/month)

$399

Large sized dental office (Total office collections $100k–$150k/month)

$529

Enterprise sized dental office (Total office collections $150k–$200k/month)

$699

+ Plus one-time setup fee for all sized offices

$299

Advanced Bookkeeping Service with Bill Pay monthly fees*

Starter sized dental office (Total office collections <$40k/month)

$499

Medium sized dental office (Total office collections $40k–$100k/month)

$549

Large sized dental office (Total office collections $100k–$150k/month)

$649

Enterprise sized dental office (Total office collections $150k–$200k/month)

$849

+ Plus one-time setup fee for all sized offices

$399

Expert Bookkeeping Service with Bill Pay and a CPA We keep your books, pay your bills, and prep & file your tax returns

With this full-service package, you get everything included in the Advanced Bookkeeping Service with Bill Pay and an important bonus. We’ll provide you with a seasoned eAssist dental CPA who will file your quarterly and annual taxes. In addition, your eAssist dental CPA will hold virtual quarterly forecasting meetings with you to plan your best financial strategies at no additional cost.

If you don’t already have an accountant and want to streamline your practice’s financials as well as your own, this is the plan for you.

This Expert Bookkeeping Service with Bill Pay and a CPA includes all of the features of the Advanced Bookkeeping Service with Bill Pay, plus the following:

• Standardized Dental Office Chart of Accounts

• Quarterly tax returns are prepared and filed

• All annual tax returns required are prepared and filed

• Quarterly financial tax strategy planning meetings with your eAssist dental CPA

• Free email support from your eAssist dental CPA

eAssist Dental Payroll Service add-on

With each of our packages, you may also take advantage of our convenient eAssist Dental Payroll Service Add-on. You’ll be able to manage and track your payroll online at any time. The service includes:

• Easy online access for all staff and your admin team to submit and approve payroll

• Paying all payroll taxes via direct deposit

• All payroll related quarterly and annual filings are handled by us

• Provide all W2 and 1099 services for independent contractors.

Simply add a small $119.50 monthly fee + $3.00/ employee for up to 10 employees. Run as many payrolls as you would like in one month at no extra charge.

DA_PT_AR_Brochure_trifold.4 © 2018 eAssist

* Pricing is based on reconciliation of one checking account and one credit card account. Should prior months reconciling be required, additional fees may apply.

** There will be a recurring monthly fee based on the payroll company of choice. Pricing may vary. A quote will be given prior to enrollment.

Expert Bookkeeping Service with Bill Pay and a CPA*

Starter sized dental office (Total office collections < $40k/month)

$499 + $199 CPA monthly fee

Medium sized dental office (Total office collections $40k–$100k/month)

$599 + $219 CPA monthly fee

Large sized dental office (Total office collections $100k–$150k/month)

$699 + $239 CPA monthly fee

Enterprise sized dental office (Total office collections $150k–$200k/month)

$899 + $299 CPA monthly fee

+ Plus one-time setup fee for all sized offices

$399

eAssist Dental Payroll service add-on*

Monthly fee $119.50 + $3.00 per employee

Unlimited number of payrolls in one month

No Extra Charge

W2s and 1099s $5.00 per employee

+ Plus one-time setup fee $199.00

Product comparison

Bookkeeping Service Essential Advanced Expert

Bookkeeping and balancing your checkbook

Create all of your accounting journal entries

Categorize your expenses

Reconcile your dental software & merchant statements with your bank and with QuickBooks

Real time profit and loss, balance sheet, and statement of cash flows available 24/7

Receive a weekly email report of work to date

Free migration to QuickBooks Online for 24/7 account access

Free QuickBooks Online account— no monthly Intuit fee for eAssist Dental Accounting customers

Payment of all of your bills through your financial institution’s online bill pay service

Free installation of a fully HIPPA compliant bill pay cloud folder

Standardized Dental Office Chart of Accounts

Quarterly tax returns prepared and filed

Annual tax returns required prepared and filed

Quarterly financial tax strategy planning meetings with your eAssist dental CPA

Free email support from your eAssist dental CPA

To learn more about these services and how we can exactly fit them to your needs, please contact us today at 1-844-eAssist and an eAssist Dental Accounting expert will answer all your questions.