LedgerMatch
Bank Reconciliation for Dental Practices in Austin, TX
A practical CSV-based bank-to-ledger workflow for dental practices bookkeepers serving businesses in Austin.
Bookkeeping context in Austin
Austin's booming tech and startup ecosystem means bookkeepers here serve a mix of VC-backed startups, restaurant groups, and creative agencies — each with unique transaction patterns. Frost Bank is the local favorite for Austin businesses, and Chase has a large Austin footprint as well. LedgerMatch handles both CSV formats seamlessly, giving Austin bookkeepers a clean reconciliation in under 10 minutes so they can close month-end and move on to their next client.
Dental Practices reconciliation workflow
Dental practices receive payments from a complex mix of sources — insurance ERA deposits from Delta Dental, Cigna, Aetna, and Metlife, patient copays and out-of-pocket payments via POS terminal, and patient financing payouts from CareCredit or Lending Club. Each source deposits on a different schedule and in a net amount that doesn't match the ledger entry amount. LedgerMatch matches every insurance payout and patient payment against your QuickBooks or Dentrix ledger in under 10 minutes.
Local and industry considerations
- Texas has no state income tax, but Austin-area businesses must account for the Texas Franchise Tax and, for food service businesses, quarterly sales tax reconciliation with the Texas Comptroller.
- Insurance reimbursements and patient co-pays arrive via EFT, check, and credit card at different intervals and often net of adjustment amounts — careful monthly matching against QuickBooks is essential.
Common banks and accounting tools
- Frost Bank
- Chase
- Wells Fargo
- Wells Fargo
- Chase
- Bank of America
- QuickBooks Online
- Dentrix
Explore related resources
Install LedgerMatch
Choose the browser or spreadsheet workflow that fits your team.