BookkeepiNg for Medical Practices
For physicians, chiropractors, physical therapists, and allied health providers. HIPAA compliant, signed BAAs, and a real bookkeeper who explains what your numbers mean.
Build, Grow and Sustain Your Practice while we keep the books
You've got enough to do. Patients to see, staff to manage, billing to keep moving, inventory to stay on top of. Going through every transaction, reconciling accounts, and chasing receivables is not what your day should be for.
Whether you're a physician, an osteopath, a chiropractor, a physical therapist, or running a holistic or allied health practice, your time is better spent on patients. Good thing we love bookkeeping!
Bookkeeping for Medical Practices
On time bookkeeping, every month: No more playing catch up. Every month a dedicated person who knows your books does them, on schedule. If something unusual shows up in your transactions, they'll tell you rather than let it surface at year end.
Reports you can actually use: Accurate financials month to month and quarter to quarter, showing the numbers that matter for running a practice. No waiting on an overworked accounting firm, and no impersonal software spitting out a dashboard nobody explains.
Quarterly Reviews: We sit down with you up to 4 times per year and go through your books in plain language, so you walk away clear on where the practice stands and what to do next.
Privacy Handled Properly: You deal with protected health information. We sign a BAA and our whole team is trained on HIPAA, so your data stays secure and confidential.Take Control of Your Finances and Increase Your Profits
QuickBooks Certified, every one of us. Your books stay in QuickBooks Online, which means your data is portable and your accountant can work with it directly.
What we see, and what we don't
Bookkeeping runs on transactions: deposits, expenses, merchant fees, payroll runs. None of that requires knowing who your patients are or why they came in, so we don't ask for that access and we don't want it.
In a medical practice, every additional person holding protected health information is another point of exposure. Keeping your bookkeeper outside that circle is the correct arrangement, not a limitation.
What we do need to understand is how money moves through a practice like yours. Insurance reimbursements landing weeks or months after the visit, patient responsibility collected on a separate timeline or copays taken at the front desk all impact the financial picture. The persistent gap between what you billed and what actually arrived are transaction problems, and untangling them is the work.
If a number needs explaining, we'll ask for a financial report out of your practice management system but never a chart. We sign a BAA anyway. Protected health information has a way of showing up where nobody expected it.
Get the books off your desk
Book a free consult. We'll look at where things stand, tell you what it would cost, and you decide from there.
FAQ about Medical Practices and Bookkeeping
How do you handle insurance reimbursements that arrive months after the visit?
We record what actually lands and when it lands, then show you what that lag is doing to your cash flow. Most practices feel the delay without ever seeing it laid out.
Once it's visible, it becomes a number you can plan around instead of a squeeze you absorb every month.
Do you work with our medical billing company?
We don't need to. Your billers work in what has been submitted and what might come in eventually. We work in what is actually sitting in your accounts.
That's the difference between projected revenue and real money, and keeping those two jobs separate is what makes your books an accurate picture rather than an optimistic one.
Do you track patient responsibility?
No. That belongs to your medical biller, and they're better placed to do it.
We record the money that arrives, whoever it came from. Where a payment originated matters to your billing team; what matters to your books is that it's categorized correctly and reconciled against your accounts.
Can you handle a practice with multiple providers or multiple locations?
Yes, and we do it regularly. Multiple providers, multiple locations, multiple entities.
It changes the number of accounts we reconcile, which affects which package fits, but it doesn't change how the work gets done.
Can you help with accounts payable and receivable?
Yes. We handle accounts payable, accounts receivable, and expense tracking, so you know what's owed to you, what you owe, and where the money is actually going.
This is quoted separately from the monthly package, based on your volume.
Do you work with cash-pay practices, or only insurance-based ones?
Both, and plenty of practices that run some of each. A cash-pay practice has cleaner timing and a different set of questions. An insurance-based practice has the reimbursement lag. A hybrid has to keep both straight.
We've worked across all three, and none of them is harder than the others once the books are set up properly.