Percentology
Dental Bookkeeping Service
Thank you for your interest in
Percentology
! To discover if we are the right fit for each other, please fill out the information below, and we'll get started with an email discussing next steps.
What is your
First
Name?
What is your
Last
name?
What is your
Email
address?
What is your
position
in the practice?
Owner / Partner
Spouse of Owners
Office Manager
CPA Firm / Accountant
Other
Please specify:
How did you find us?
Google Search
Accountant
Friend
DentalTown
Blog Post
Facebook Group
Letter in the Mail
I don't remember
Other
Please share their name (optional)
What is your
Practice's Name
?
What is the primary
URL
for your practice?
Example: www.percentology.com
What is your current range of
annual collected income
?
(for single entity only)
$0 - $500K
$500K - $1M
$1M - $2M
$2M - $3M
$3M - $4M
$4M - $5M
More than $5M
Do you want to include
more than one
practice entity
? If so, please list them below with their annual collections too.
Who is your current
bookkeeper
?
Owner / Partner
Spouse
CPA Firm
Office Manager
Freelancer
None
Other
Please specify:
What is your current bookkeeping
software
?
QuickBooks Online
QuickBooks Desktop
❔
Other or just don't know?
Please specify other:
What is your current
payroll
solution?
Gusto (We ❤️ Gusto)
ADP
Paychex
QuickBooks Payroll
❔
Other
Please specify other:
What is your
biggest challenge
with your current bookkeeping?
We often start a practice
from scratch
in QuickBooks Online while you retain unchanged records in your previous bookkeeping.
Is that okay with you?
✅
Yes
👎
No
What
years
would you like us to complete in your bookkeeping?
2023 and after
2024 and after
2025 and after
Do you often mix
personal
expenses in your
business
accounts?
😬
Yes
😍
No
Is there anything else you'd like to tell or ask us?
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