Bookkeeping for Medical Practices

We keep your practice's books clean and current in QuickBooks Online so you can focus on patients. Everything is remote, and your financials stay organized and ready for your CPA. We handle your financial records only - never patient health information.

What We Handle

  • Recording and categorizing insurance-company and patient deposits, with monthly bank and credit-card reconciliation
  • Merchant and payment-processing fee tracking
  • Payroll journal entries for providers and staff
  • Equipment and lease tracking
  • Separating owner draws from practice expenses
  • Monthly reconciliations and clear financial reports

Common Challenges We Fix

  • Deposits that don't match what was actually collected
  • Personal and practice spending mixed together
  • Books that are behind and stressful at tax time

Clean, reconciled monthly books mean your CPA has exactly what they need - and you always know how the practice is really doing.

These are some of the industries we serve - don't see yours? Let's talk.

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