Streamline Finances for Your
Medical or Dental Practice
Secure, accurate bookkeeping and admin support without the CPA price tag. Managed daily by a Complimentary Project Manager.
Financial & Admin Support
Practice Bookkeeping
Monthly categorization of expenses, bank reconciliation, and P&L generation for your practice.
Accounts Receivable
Tracking patient invoices, insurance payments, and following up on overdue accounts.
Vendor Management
Organizing lab fees, equipment leases, and supply orders to ensure bills are paid on time.
Payroll Administration
Ensuring your hygienists, nurses, and admin staff are paid correctly and on schedule.
Insurance Verification
Verifying patient eligibility and benefits prior to appointments to reduce claim rejections.
Digital Filing
Organizing digital receipts and financial documents securely for tax season readiness.
The SageDoer Difference
1. Pre-Vetted Talent
We don't "hire" from scratch. Select from a pool of vetted financial assistants with medical sector experience.
2. Free Supervision
Your Virtual Assistant reports to a SageDoer Project Manager who audits their work for accuracy—free.
3. Data Confidentiality
Our team adheres to strict confidentiality protocols to protect practice data and patient privacy.
4. Scalable Support
Need more hours during tax season? Scale your team up or down instantly without HR headaches.
Transparent, Flat-Rate Pricing
Part-Time Support
Ideal for bookkeeping maintenance and vendor payments.
Get StartedFull-Time Dedicated
Complete admin, billing, and financial support.
Get StartedHow It Works
Share Needs
Tell us your practice software (e.g., Dentrix, QBO) and hours needed via our form.
Match
We select the best-fit financial assistant from our pre-vetted bench.
Onboarding
Grant secure access. Our Project Manager ensures protocols are followed.
Freedom
Focus on your patients while we keep your practice's finances healthy.
Frequently Asked Questions
Are your assistants familiar with medical codes?
Is my data secure?
What if I use specific software like Dentrix?
Why is the Project Manager free?
Focus on Patients, Not Paperwork
Get a pre-vetted Medical/Dental Accounting Assistant assigned in 48 hours.
Share Your Requirements