A CIMA-supervised bookkeeping practice for independent dental practices. Monthly Xero coding, eight-point VAT inspection before every return, quarterly Controls Assurance statement, NHS UDA reconciliation. Fixed monthly fee from £500.
Book a 30-minute initial review →Most independent dental practices have an accountant who signs the books off in March, ten months after the year being described. The result is a twelve-month gap where nobody — owner or accountant — actually knows whether the numbers are right.
For a dental practice, that gap matters more than for other businesses. The NHS contract's UDA targets and clawback risk move money in unpredictable patterns. Equipment capex sits on the balance sheet for years. Associates come and go with reconciliation implications. Lab and material costs creep — typically eight to twelve percent of turnover and rising. Private vs NHS gross margin needs constant attention. None of this gets surfaced until the annual sign-off, by which point the year's already over and the cash position is already where it is.
We close the gap. Continuous bookkeeping with a quarterly assurance check tied to published standards — every issue we surface is cited to a specific FRS 102 section or HMRC rule. You see what's happening monthly, not in March.
Every month, like clockwork. Every issue we raise is tied to a published accounting standard (FRS 102, FRS 105) or HMRC rule. Nothing is a black box.
Every transaction in Xero coded correctly. Lab and material costs categorised consistently. Associate fees reconciled. Capex separated from revenue. Bank feeds connected once, monthly cycle runs automatically.
Monthly check of NHS contract receipts against expected UDA values. Clawback risk surfaced early — not in March when it's too late to course-correct. Pension contributions and superannuation correctly recorded.
Before every VAT return, we run the eight checks HMRC's own inspectors run. Dental exempt vs cosmetic standard-rated split done correctly. Partial exemption calculation if applicable. Errors caught before submission, not after.
A one-page client-facing assurance statement every quarter — “your books are sound, with the evidence.” Show it to your bank, your accountant, your auditor. Most dental practices have never seen anything like it.
Debtors, creditors, payroll, VAT — all reconciled and packaged. Plus an issue log: every flag we raised, every standard we cited, every fix applied or recommended. Audit-trail ready.
Every issue we raise carries a citation: FRS 102 Section 21 for accruals and prepayments, Section 23 for revenue recognition, HMRC's published VAT inspection criteria. Nothing is “our opinion” — it's the standard.
Bookkeeping plus monthly P&L commentary, 13-week cash flow forecast (essential when UDA targets are moving), tax calendar with exact HMRC dates, and balance sheet health readout.
Full VFD service. Board pack monthly, strategic forecasting, partner draw planning, capex and associate-contract modelling, monthly review call with Peter directly. Same engine, more depth.
I'm Peter Edwards. CIMA-qualified Chartered Management Accountant (ACMA CGMA) with twenty years of senior finance experience across pharmaceutical distribution, manufacturing, and professional services.
I keep my client list deliberately focused so every engagement gets proper senior attention. No junior delegation. No offshored bookkeeping. No black-box software making decisions on your behalf.
Tax matters that fall outside CIMA's remit — Corporation Tax, personal Self-Assessment, R&D claims — are referred out to a UK Chartered Accountancy firm we work with. A regulated practice with the depth of sector-specific tax expertise small dental practices need.
30 minutes on Calendly. Free, no obligation. We talk about your practice, the gaps you feel, and what monthly visibility would actually mean for you.
Free. We connect to your Xero, run our checks, and tell you honestly what we'd do differently — whether you engage with us or not.
If it's a fit, we go live. Fixed £500/month, GoCardless mandate, no surprises. Monthly cycle starts from the first complete month.
Bookkeeping for dental practices from £500/month, fixed fee. CIMA-supervised. Free 30-minute initial review — no obligation.
Book your initial review → Currently accepting enquiries