Know where you stand
Grow your business
Stress-free tax season
DONE-FOR-YOU
Bookkeeping that actually understands your practice.
We speak private pay (and OON). We know what your practice looks like financially. We set up your books to reflect that.
Built for private pay & OON practices
Monthly reports that make sense to read
Know where your practice stands & when to expand
Tax prep and payroll for private practices
YOUR MIND. YOUR PEACE.
Everything Your Practice Needs to Stay Financially Clear
01
Income & Expense Tracking
Every income and expense categorized correctly and consistently — no more mystery charges at year end.
03
Monthly Report
A clean, easy-to-read P&L every month so you know exactly what came in, what went out, and what you kept.
05
Private Pay Setup & Tracking
Built specifically for cash-pay and out-of-pocket practices — no insurance billing, no EOBs, no complexity you don't need.
02
Bank & Credit Card Reconciliation
Your accounts reconciled monthly so you always know your books match your bank — and nothing slips through the cracks.
04
Quarterly Tax Estimates
We calculate how much to set aside for quarterly estimated taxes so you're never caught off guard by an unexpected IRS bill.
06
CPA-Ready Year-End Books
When tax season comes, your books are clean and organized so your CPA can do their job without charging you extra to fix your records.
SOLO AND GROUP PRACTICES
What your bookkeeper actually does for you
Simple, clear, and done-for-you
Solo Practice
MONTHLY MANAGEMENT
Categorize all income & expenses
Reconcile your bank account
Deliver your PnL
Track session income
Flag any unusual charges
Calculate estimated quarterly taxes (quarterly)
Review year-to date profit trend (quarterly)
Deliver CPA-ready year-end books (annually)
Annual profit & loss summary (annually)
INITIAL SET-UP WHEN YOU START
Quickbooks & other accounting software
Catch-up bookkeeping, if needed
Connect bank & credit card feeds
More clinicians, more clarity.
Group Practice
MONTHLY MANAGEMENT
Real example- what changes
Categorize all income & expenses
Reconcile all bank & credit accounts
Track revenue per clinician
Deliver practice-wide P&L report
Track contractor payments (1099s)
Deliver practice-wide P&L report
Cash flow snapshot
Flag unusual charges or discrepancies
Calculate estimated quarterly taxes (quarterly)
Payroll reconciliation (if applicable) (quarterly)
Deliver CPA-ready year-end books (annually)
1099 filing coordination (annually)
Annual per-clinician revenue summary (annually)
INITIAL SET-UP WHEN YOU START
Quickbooks & other accounting software
Chart of accounts built for your group structure
Catch-up bookkeeping, if needed
Connect bank & credit card feeds
BOOKKEEPING FAQS
Do I need to already have my books set up to work with you?
No. We work with practices at every stage — whether you've never touched a spreadsheet, you're months behind, or you just need someone to take it off your plate going forward. We'll start wherever you are.
I accept insurance. Is bookkeeping different for insurance-based practices?
Yes! We work with insurance-based practices, though our services cover bookkeeping only. We don't provide medical billing. If you're handling your own billing (or working with a biller), we'll take care of everything on the financial tracking side.
What accounting software do you use?
We primarily work in QuickBooks Online. If you're on a different platform like Wave or FreshBooks, let us know and we'll discuss the best path forward, which sometimes means migrating you over.
Can you work with my CPA or accountant?
Absolutely. We often work alongside your existing CPA. We handle the day-to-day bookkeeping and deliver clean, organized records so your CPA can do their job faster and cheaper. We're happy to coordinate directly with them.
Do you handle payroll?
We can coordinate payroll setup and work with your payroll processor, but we don't run payroll ourselves. We'll make sure your payroll entries are reflected accurately in your books.