))
From Spreadsheets To Xero: Building A Modern Dental Finance Stack
Manage episode 515034951 series 2865325
We share a practical finance playbook for dental clinics, from moving to cloud accounting to adopting accruals, daily bookkeeping, and metrics that drive better decisions. We also preview an AI-driven dashboard that unites PMS, accounting, and marketing data.
• choosing Xero as the bookkeeping core and retiring spreadsheets
• using HubDoc or similar for receipt capture and digital invoice flow
• configuring bank feeds and batch payments to save hours
• selecting a cloud PMS and reducing data silos
• adopting accruals instead of cash accounting for clarity
• tracking hourly rate, new patients, cancellations and NHS run rates
• forecasting tax and cash flow each month
• setting roles for manager, bookkeeper, accountant and fractional CFO
• keeping separate Xero files per practice for group operators
• migrating data cleanly and establishing approvals at scale
If anyone's interested, just please fill in this form, and then one of the team or myself will reach out to you in coming weeks and days to discuss. Drop me an email: urin at samera.co.uk
Chapters
1. Welcome And Session Setup (00:00:00)
2. Why Cloud Bookkeeping Beats Spreadsheets (00:02:17)
3. Xero, HubDoc And Receipt Capture (00:03:44)
4. PMS Options And Data Silos (00:07:04)
5. Bill Approval And Payments At Scale (00:09:59)
6. Payroll And Reporting Tooling (00:12:16)
7. Bank Feeds And Secure Integrations (00:13:46)
8. Cash Vs Accruals Accounting Explained (00:15:19)
9. Monthly Metrics That Matter (00:18:34)
10. Daily Cadence And Month-End Close (00:21:24)
11. Quick Wins To Save Hours (00:23:24)
12. Migrating To Xero And Multi-Site Setup (00:25:02)
13. KPIs, Tax Forecasts And Cash Flow (00:27:19)
14. Roles, Fractional CFO And Governance (00:29:14)
15. Anti-Fraud, Pricing And Picking Accountants (00:30:44)
55 episodes
Share
