Explore what we offer

At Harkness Financial Services, we make bookkeeping simple and stress-free for solo dental and medical practices. From daily transaction recording to financial reporting, we handle the numbers so you can focus on what matters most – running your practice.

What we will do

  • Record Transactions – Track all income and expenses.

  • Bank & Credit Card Reconciliation – Make sure your books match your accounts.

  • Monthly Financial Reports – P&L, balance sheet, and cash flow summary.

  • Prepare you for tax season — keep you organized so all you have to do is give your CPA your financial statements so you will never have to worry about anything

How it works

  1. Free Consultation – Tell us about your business and your bookkeeping needs.

  2. Agreement & Setup – We send a simple proposal and get your accounts ready.

  3. Xero Migration – We move your books to Xero so everything is in one place.

  4. Ongoing Bookkeeping – We record transactions, reconcile accounts, and provide easy-to-read monthly reports.

  5. Support & Insights – We’re here for questions and help you track your finances as your business grows.

Why Choose Us

  • Affordable & Transparent – We never increase pricing even if inflation keeps rising with no surprise fees.

  • Simple & Stress-Free – We handle all your bookkeeping so you can focus on your business.

  • Xero Experts – We migrate your books to Xero and keep everything organized.

  • Accurate & Reliable – Monthly reports and reconciliations you can trust.

  • Support When You Need It – We’re always available for questions and guidance..