Financial Hygiene Solutions
Behind Every Thriving Practice Is a Clean Set of Books.
As a dentist, you know the power of daily hygiene—catching small issues before they become costly procedures.
That’s what I do for your finances.
As your Financial Hygiene Partner, I keep your books pristine and your insights polished—so you’re always in control, confident, and ready to grow.
You’re Producing. But Are You Profiting?
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You’re working hard, but not sure where the money is going
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Your numbers don’t reflect your level of care
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Tax time is stressful and reactive
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You can’t tell what procedures or providers are most profitable
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You suspect you're leaking money—but can’t find the source
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This isn’t a failure in effort. It’s a gap in financial visibility. And that’s what I solve.
I Keep Your Finances as Pristine as Your Patient Records.
Clean Books, Always
Meticulously categorized, accurate, and up-to-date financials tailored to dental workflows—from collections to lab costs.
Clarity That Guides Growth
I translate your numbers into insights: What’s working? What’s draining cash? What’s your real monthly profit?
Confidence in Every Decision
Whether it's hiring, investing in new tech, or preparing for taxes—you’ll have the clarity to move forward with ease.
Meet Your Financial Hygiene Partner
Precision. Integrity. Partnership. Your practice deserves nothing less.
"You became a dentist to serve—not to sift through numbers, chase receipts, or worry over profit margins.
But over time, you realized something most practice owners do:
Even the most beautiful patient experience can’t make up for the stress caused by unclear finances.
That’s where I come in."
I’m Kimberly Greer, Founder of Wealth Wise Accounting & Bookkeeping
I help upscale dental professionals transform their books into a source of clarity, confidence, and calm.
You won’t hear confusing accounting jargon from me.
I translate your numbers into real-world insight—so you can lead your practice with precision and peace of mind.
My background combines QuickBooks certification, deep industry training, and current study toward a Bachelor’s in Accounting at Western Governors University. But beyond credentials, what sets me apart is how I serve.
I show up with discernment, discretion, and the kind of diligence you want from someone who’s inside your business—because that’s where I operate: right alongside you, not above you.

Key Figures
30-50%
CPA Tax Prep Reduction
99%
Accuracy in Financial Reporting
100%
On-time Financial Reporting & Reconciliation
Who We Serve
Why ‘Financial Hygiene Partner’?
Because like you, I believe in proactive care.
Just as you teach your patients the importance of consistent hygiene to avoid future pain, I provide the same kind of preventative care for your books.
Clean books prevent financial decay.
Clarity uncovers where you’re thriving—and where you’re bleeding profits.
And consistency helps you make decisions from insight, not instinct.
What I Value
🦷 Excellence – I hold your books to the same standard of care you give your patients.
🕊️ Integrity – Stewardship, confidentiality, and trust are the backbone of my service.
📈 Growth – I don’t just organize your books—I help you understand and use them to move forward.
I’m here to lighten your load, protect your profits, and elevate your operations. All with warmth, precision, and deep respect for the business you’ve built.
When You Work With Me, You Can Expect:
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A partner who truly listens
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A process that removes stress, not adds to it
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Honest insight without judgment
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A practice that runs smoother—financially and emotionally
Because money isn’t just numbers—it's energy, freedom, and stewardship.
And when your books are aligned, your whole business flourishes.
Client Stories
"Wealth Wise has been instrumental in transforming our financial processes. Their dedication and expertise have played a significant role in our business success."
Dr. Michael Johnson
"I can't speak highly enough of the impact Wealth Wise has had on our business. Their proactive approach and strategic advice have been invaluable."
Dr. Emily Adams
"I wholeheartedly recommend Wealth Wise for their exceptional accounting and bookkeeping services. Their commitment to client satisfaction is truly remarkable."
Sarah Brown, CPA