As the year winds down, it’s time to balance celebration with smart financial planning. From managing year-end expenses to preparing for tax season, these bookkeeping tips will help dental and healthcare practice owners finish the year strong and step into 2026 with confidence.

Some business expenses overlap with personal use — like your phone, car, or home office. Learn how to separate what’s deductible, avoid red flags with the IRS, and keep your records audit-ready as a healthcare or dental practice owner.

Not all bookkeeping issues are the same — and the right solution depends on where your practice stands. Learn the difference between catch-up and clean-up bookkeeping, and how each one helps you get accurate, organized financials you can trust.