For Dental Practices & Small Businesses Alike
Clean books closed by the 5th of every month. Financial statements you can actually read and use. A flat monthly fee with no hourly billing and no surprise invoices. The same reconciliation discipline I built in healthcare finance, now keeping your books accurate and ready for anyone to inspect.
Flat fee from $1,000 to $1,500 per month • Cancel anytime • San Diego and remote
What This Is
This is monthly bookkeeping done properly. Every transaction categorized correctly, every account reconciled, and your books closed by the 5th of the following month. At the end of each month you get financial statements written in plain English, plus a short summary of what the numbers mean.
It is the entry point to working with Solai. No long contracts, no hourly meter, no jargon. If you later want PPO underpayment monitoring, dental KPIs, or controller-level advisory, those live in the Foundation and Growth tiers. Most businesses start here, and many never need more.
Why This Is Different
Most bookkeepers record what already happened. I came up reconciling enterprise healthcare finance, so I read your books the way an auditor would, and I catch the problems before they cost you.
The Background Behind the Work
Before founding Solai, I spent my career in Kaiser Permanente's Revenue Cycle and Financial Operations. I reconciled large monthly volumes of consolidated healthcare payments, led a team of analysts through month-end close, and resolved over $500 million in billing discrepancy backlogs.
That work demanded a level of accuracy where a misplaced batch or a miscategorized payment got noticed and fixed fast. I bring that same standard to your books. Whether you run a dental practice or a restaurant, you get reconciliation discipline that most small businesses never have access to.
A Typical Bookkeeper
Bookkeeping With Solai
For Your Team
A lot of office managers are wary of bringing in an outside financial person, and that is fair. They worry it means someone is checking their work, or that they are about to be replaced. Neither is true here.
I take the monthly close off their plate so they can focus on the front office and the patients or customers. They keep ownership of the day-to-day. I handle the reconciliation, the categorization, and the statements, and I make sure the numbers they report to the owner are right. The result is an office manager who looks good every month, not one who feels watched.
My promise to your team: I am here to make your job easier and your numbers cleaner. I will never go around you, and I will never make you feel small for how the books look today. We fix them together, and we keep them clean.
What's Included
Every transaction coded to the right account, consistently, month after month.
Every account reconciled to the statement, so the books match reality.
Your books for last month are done and locked early in the new one.
Profit & Loss, Balance Sheet, and Cash Flow, written so you can read them.
A short note each month telling you what the numbers actually mean.
One place to share documents and find every statement. No email attachments flying around.
Clean, organized year-end financials your tax preparer can use directly. I keep the books, your CPA handles the filing.
I work in your existing software, or help you get set up on the right one.
Looking for PPO underpayment monitoring, dental KPIs, cash flow forecasting, or strategic advisory? Those live in the Foundation and Growth tiers.
Who It's For
Dental practices are where I started and where I go deepest, but clean books matter in every industry. If you send invoices, pay vendors, and run payroll, this is for you.
Specialty
Healthcare-trained, HIPAA-aware, and fluent in practice finances and insurance flows.
Law firms, design studios, consultants, and agencies that bill clients and track projects.
Job-based businesses that need clean cost tracking and reliable monthly numbers.
High transaction volume, multiple payment processors, inventory that has to reconcile.
Daily sales, tips, and vendor bills that need tight, consistent reconciliation.
Founders who need investor-ready books without hiring a full-time finance person.
Pricing
Monthly Bookkeeping
What sets your price
This is our entry tier. It sits below the Foundation controller engagement ($3,499/mo), which adds PPO underpayment monitoring, dental KPIs, and advisory. Start with bookkeeping and move up only if and when you need to.
"I am not a data-entry service. I am a controller who keeps your books the way enterprise finance keeps theirs: reconciled, categorized correctly, and ready for anyone to inspect. You get that rigor at a small-business price."
Flat fee. Cancel anytime. Your books always stay yours.
Common Questions
QuickBooks Online or Xero. If you are already on one of them, I work in your file. If you are on something older or messy, I can set you up properly as a one-time project first.
No. I keep your books clean and accurate, then hand your CPA year-end financials they can file from directly. Bookkeeping and tax filing are two different jobs, and you want the right specialist on each. If you need a CPA, I am happy to point you to good ones.
Not at all. Dental is my specialty, but bookkeeping rigor is the same across industries. I work with professional services, trades, e-commerce, restaurants, and startups. The reconciliation discipline that keeps a practice clean keeps any business clean.
Through a secure client portal, not regular email. For healthcare clients, a signed Business Associate Agreement is in place before any protected health information is exchanged, handled to the HIPAA standards I have worked under since my Kaiser Permanente days.
Yes, that is common. I clean them up first as a one-time project, rebuild the chart of accounts, and fix prior periods. Then monthly bookkeeping keeps them clean going forward. See the one-time projects on the Services page.
No. It is a flat monthly fee, and you can cancel anytime. I would rather earn your business every month than lock you into a year.
Email me a few details about your business and I will send you a flat monthly quote. No pressure, no obligation, no hourly meter.
San Diego, California • Fractional Financial Controller • Healthcare-Trained, Small-Business Focused