Year-End Accounts & Review
Close the year knowing exactly where your practice stands
Year-end accounts prepared carefully, with a calm review of the figures and a plain conversation about what the numbers say before any decisions are considered.
What this delivers
A year-end that feels settled, not scrambled
Most practitioners reach year-end with a mix of relief and unease — relieved it's over, uncertain about what the numbers actually mean for the year ahead. This service is designed to change that. The accounts are prepared carefully, reviewed together, and explained in plain terms so that you finish the year with a clear picture rather than a folder of figures you're not sure how to read.
Accounts you can actually read
Prepared in a format that's clear and navigable, with notes that explain what the figures mean in practical terms.
A real conversation included
Not just a document sent over — a review where we walk through the year's figures together and talk about what they suggest.
No late surprises
Everything is flagged and discussed before any action is needed. Decisions feel considered rather than forced.
How year-end often goes
Year-end shouldn't feel like something that happens to you
For many dentists, year-end arrives as a deadline rather than a milestone. Records are gathered in a hurry, handed to an accountant, and a set of accounts comes back some weeks later with a tax figure and not much else. The year is closed, but without any real sense of what it meant for the practice.
The problem isn't the accounts themselves — it's that they're prepared in isolation from the person who ran the practice. Figures that could inform decisions about staffing, equipment, associate splits, or income mix end up sitting in a file rather than informing anything.
And when the same pattern repeats year after year, the accounts become a compliance exercise rather than a useful tool — which is a missed opportunity for any practice that takes its finances seriously.
Signs year-end could work better for your practice
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You receive the accounts but don't feel much clearer about the year after reading them
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The tax figure is the main thing you take away from the year-end process
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You're not sure how the practice's performance this year compares to the year before
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Decisions about next year feel like guesses because the current figures aren't clearly explained
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The process feels rushed at the end, with records gathered in a short window before the deadline
Our approach
Accounts prepared carefully, with a review built in
We prepare year-end accounts for dental practices with the same care we'd want if it were our own practice. The figures are checked, organized, and then talked through with you — so the accounts serve as something you actually use, not just something you file.
Preparation from organized records
We work from well-kept records throughout the year wherever possible, so the year-end process isn't a scramble. If records need tidying first, we handle that too.
Figures checked with dental context
We know what a dental practice's accounts should look like. Figures that seem out of place are investigated before they become a problem rather than after.
A review conversation included
Once the accounts are ready, we go through them together. What the year looked like, what changed, and what the figures suggest about the year ahead — explained in plain terms.
Year-on-year comparison where useful
Where prior-year figures are available, we set them alongside this year's accounts so changes in income, costs, and margins are easy to see at a glance.
The process
Calm, methodical, and finished before the deadline feels close
We start the year-end process well in advance of any filing deadlines, which means there's no pressure on either side. Records are reviewed at a pace that allows things to be done properly rather than quickly — and any questions that arise are answered before they become complications.
The review conversation happens once the draft accounts are ready — not after filing. That way, if anything needs discussion or clarification, there's time for it. The conversation is unhurried, and you can ask as many questions as you need to feel settled about the figures.
When the accounts are finalized, they're yours — clearly formatted, plainly annotated, and easy to refer back to during the year when decisions come up.
Records gathered and reviewed
We collect or receive your year's records and check them over before preparation begins. Anything missing or unclear is flagged early.
Draft accounts prepared
The accounts are prepared carefully, with dental-specific categorization and context. You receive a draft before anything is finalized.
Review conversation
We walk through the figures together — what the year showed, what changed, and what it might mean going forward. Unhurried, in plain language.
Accounts finalized and delivered
Final accounts provided in a clear format, ready for filing and for reference throughout the coming year.
The investment
$1,020
A single fixed fee for the full year-end service — preparation, review, and the conversation included. No hourly charges, no add-ons for questions or revisions during the process. You know what you're paying before work begins.
What's included
Full year-end accounts preparation for your dental practice
Dental-specific income and cost categorization throughout
Draft accounts for your review before finalization
Review conversation — unhurried, plain language
Year-on-year comparison where prior records are available
Plain notes on what the figures mean in practical terms
Finalized accounts in a clear, referable format
Follow-up questions answered after the review
Single fixed fee. Invoiced on engagement. No additional charges for questions or revisions during the process.
What to expect
A process that builds clarity at every stage
The value of a good year-end review isn't just the accounts themselves — it's arriving at the start of a new year with a genuine understanding of where the practice stands. That understanding comes from the conversation, not just the document, which is why we treat the review as a required part of the process rather than an optional extra.
Weeks before
Preparation begins early
We start well ahead of any filing deadline. Records are reviewed, queries resolved, and the draft prepared without rushing.
Draft stage
You see the accounts first
The draft comes to you before anything is finalized. The review conversation happens here — while there's still time to discuss anything properly.
Year close
Settled and ready
Final accounts delivered. You start the new year knowing what last year showed — and with something concrete to refer to when decisions come up.
Our commitment
We take time to make sure the figures are clear before anything is decided
That's not just a description of what we do — it's the commitment that sits behind this service. If after the review conversation something isn't sitting right, if a figure needs re-examining, if you'd like to talk through a particular area of the accounts again — we do that. Without a clock running.
Revisions included at draft stage
If anything in the draft accounts needs adjusting after the review conversation, we revise it. Part of the service, not an extra.
No-obligation first conversation
We're happy to talk through your year-end situation before any engagement begins. No charge, no pressure to proceed.
Fixed fee, no surprises
The price is agreed before work begins and doesn't change. Questions during the process don't add to the bill.
Your records, always
Everything prepared is yours. The accounts and underlying records are provided to you in full, in a format you can use.
Getting started
The earlier you get in touch, the calmer the process
01
Send us a message
Use the form below. Let us know roughly when your year-end falls and a little about your practice if you'd like — or simply ask to arrange a call.
02
We discuss your year
A short conversation about how the year has gone, what records you have, and what you'd find most useful from the review process.
03
We begin preparation
Once you're ready to go ahead, we start working through the records at a considered pace, well ahead of any deadline.
We respond within one working day. There's no obligation after the initial conversation.
Ready to close the year with a clear picture?
If you'd like year-end accounts that come with a real conversation about what they mean — rather than just a document to file — get in touch. We're happy to talk through your situation before anything begins.
Get in touch about year-end accountsOther services from Molaris
Each built around the particular needs of a dental practice.
Dental Practice Bookkeeping
Tidy bookkeeping that handles the mix of income and costs a dental practice carries, kept current and clearly organized.
Associate & Profit-Share Reporting
Clear reporting on associate arrangements and profit shares, presented so colleagues can discuss them calmly and fairly.