Industry expertise

Healthcare& Medical

Clear Numbers So You Can Focus on Your Patients.

Dental offices, clinics and med spas have steady revenue but complicated deposits and costs. We keep your numbers clear so you can focus on patients.

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What's included

  • Practice and clinic bookkeeping
  • Insurance and patient payment tracking
  • Payroll and contractor records
  • Confidential, read-only access
  • Merchant and processing fees tracked
  • Equipment and supply costs organized
Common challenges

Common Bookkeeping Challenges in Healthcare & Medical

Insurance payments arrive in lumps, patients pay in many ways, and card processors take fees before the money lands. When deposits do not match what you billed, the true health of the practice stays hidden.

Insurance and patient payments

Deposits come from several sources and rarely match practice reports.

Collections you can verify.
Supplies and equipment

Equipment and recurring supplies land in the wrong accounts.

Costs that make sense month to month.
Payroll and providers

Staff, contractors and provider pay are recorded unevenly.

Accurate labor cost.
Merchant fees

Card fees quietly reduce income when nobody tracks them.

Net income you can see clearly.
Our process

A Routine That Keeps Pace With the Practice

Your day belongs to patients, not spreadsheets. We handle the books on a fixed monthly schedule, working from your financial records, so the numbers are ready without taking your time.

01Get Your Information

Send us your bank and merchant statements, supplier and equipment bills and payroll reports. We do not need patient details.

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02Organize & Record

We record insurance and patient payments, and sort supplies, equipment and provider pay into clear categories.

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03Reconcile & Review

We reconcile your bank accounts, insurance deposits and card processors to the statements and explain any gaps.

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04Ongoing Support

You receive monthly reports by service line, and one person who knows your practice to answer questions.

Reports we suggest

Reports That Show Where the Practice Earns

Profit & LossMonthly profit for the practice
Revenue by service lineWhere income is coming from
Expense summarySupplies, labs, payroll, fees
Cash positionWhat is in the bank and what is due
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