Navigating Your Finance Function
These are the steps that Team Samera take with your financial needs.
Invoice
Receive an invoice from a supplier.
Send
Scan/photo or email the invoice to Hubdoc.
Document
Information posted into Xero by Team Samera at awaiting payment stage.
Receive
Payment made via bank account or WISE.
Match
Once invoice is paid Xero matches invoice with payment.
Reconcile
Bank account is reconciled fully at the end of each month or more regularly.
Report
Produce management reports.
Review
Review of management reports to highlight variances for action.
Feed
Feeds into the annual accounts process with a very quick turnaround for year end.
Budgets
Set up budgets for the next financial year.
Click here to read our article on Dentist and Dental Associate Expenses Guide
Dental Accounts & Tax Specialists
As dental practice owners ourselves, we know what makes a clinic tick. We have been working with dentists for over 20 years to help manage their accounts and tax.
Whether you’re a dental associate, run your own practice or own a dental group and are looking to save time, money and effort on your accounts and tax then we want to hear from you. Our digital platform takes the hassle and the paperwork out of accounts.
To find out more about how you can save time, money and effort on your accounts and tax when you automate your finances with Samera, book a free consultation with one of our accounting team today.
Dental Accounts & Tax: Further Information
For more articles, webinars and blogs on dental accounts check out the dental accountancy section of our Learning Centre and follow us on YouTube, Facebook and Instagram.
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