Bookkeeping for Medical & dental practices
Monthly clarity between you and your CPA.
Most practices see their numbers once a year, as a tax byproduct. We keep your books current every month — reimbursements reconciled, overhead visible, no April surprises — and hand your CPA a clean year.
Book a consultationIgnored 11 months a year
Your accounting firm surfaces at tax time. The other eleven months, you’re running a practice on a bank balance.
Insurance reimbursements that never quite tie out
Deposits arrive in lumps that match nothing, and reconciling them is nobody’s job.
Overhead creep you see too late
Supplies, labs, and staffing drift up quietly; you find out at year-end when it’s already spent.
What we handle
- Insurance reimbursement and patient-payment reconciliation
- Practice-management system deposits tied to the bank, monthly
- Overhead ratio tracking against practice benchmarks
- Payroll coordination for clinical and front-office staff
- Financial documents only — we never touch patient records or PHI
- A clean, current file for your CPA at year-end
Numbers we watch for you
- Overhead ratio
- Collections vs. production
- Payroll as % of collections
- Cash days on hand
Practices usually fit the Growth plan; the monthly review call is consistently the part owners value most.
See pricing →Ready for books you never have to think about?
A 30-minute conversation. No pitch deck, no pressure — just an honest look at where your books stand.
Book a consultation