In 2020, a group of dental clinics across Massachusetts partnered with Mercurius Advisory Services to streamline their financial operations. The client required end-to-end bookkeeping, payroll processing, and reconciliation with Open Dental software across multiple locations.<\/span><\/p>\n With multiple clinics under one umbrella, maintaining accurate and unified records was critical. The client needed a bookkeeping system that could support clinic-specific and consolidated views, while also ensuring compliance with U.S. payroll and 1099 requirements.<\/span><\/p>\n Our in-house team of experts designed a structured process to bring consistency and control to the client\u2019s growing operations:<\/span><\/p>\n The client benefited from centralized records, timely payroll, and deposit reconciliation, backed by compliant processes and ongoing support. Our multi-clinic financial tracking system continues to serve them reliably, contributing to their operational efficiency and peace of mind.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" INTRODUCTION In 2020, a group of dental clinics across Massachusetts partnered with Mercurius Advisory Services\u2026<\/p>\n","protected":false},"author":4,"featured_media":13919,"menu_order":0,"template":"","meta":{"footnotes":""},"categories":[341],"tags":[],"class_list":["post-13918","case-studies","type-case-studies","status-publish","has-post-thumbnail","hentry","category-case-studies"],"_links":{"self":[{"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/case-studies\/13918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/case-studies"}],"about":[{"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/types\/case-studies"}],"author":[{"embeddable":true,"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/users\/4"}],"version-history":[{"count":1,"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/case-studies\/13918\/revisions"}],"predecessor-version":[{"id":17486,"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/case-studies\/13918\/revisions\/17486"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/media\/13919"}],"wp:attachment":[{"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/media?parent=13918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/categories?post=13918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maspartner.com\/en-us\/wp-json\/wp\/v2\/tags?post=13918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}DISCUSSIONS<\/b>
\n<\/b><\/h3>\nREQUIREMENTS<\/b><\/h3>\n
\n
SOLUTION<\/b><\/h3>\n
\n
\n<\/b>Established books in QBD for each clinic and managed regular reconciliation of bank and credit card accounts. Historical data and client inputs helped categorize transactions accurately.<\/span><\/li>\n
\n<\/b>We merged all clinic data into a single QBD file to support unified reporting while maintaining audit integrity.<\/span><\/li>\n
\n<\/b>Ensured weekly reconciliation of deposits from checks, credit cards, and merchant portals with Open Dental records.<\/span><\/li>\n
\n<\/b>Handled timely payroll across multiple cycles, tailored to the operational flow of each clinic.<\/span><\/li>\n
\n<\/b>Filed vendor 1099s to ensure full regulatory compliance.<\/span><\/li>\n<\/ol>\nCONCLUSIONS<\/b><\/h3>\n