Financial management for medical practices
Monthly bookkeeping, clear financial reports and cash flow planning, built around your billing data. You'll know what your practice earns, where the money goes, and what you can afford next.
- Books closed every month
- P&L, balance sheet and cash flow reports
- Collections tied to your billing data
- Tax-ready books for your CPA
Sound familiar?
"I only see our real numbers at tax time."
"We're busy, but cash is always tight."
"I don't know which payers actually make us money."
"Can we afford to hire another provider?"
Numbers you can run a practice on.
Monthly bookkeeping
Transactions categorized and accounts reconciled every month.
Financial statements
P&L, balance sheet and cash flow, explained in plain English.
Cash flow planning
See slow months coming and plan payroll and purchases around them.
Budgeting & forecasting
A yearly budget and what-if plans for hires, equipment or a new location.
Payer & service profitability
Which insurers and services earn the most, and which cost you.
CPA coordination
Clean, tax-ready books handed to your accountant on time.
How we get your finances in order
- Step 1
Clean-up
We catch up and organize your books.
- Step 2
Connect
Bank, billing and payroll data in one place.
- Step 3
Monthly close
Reports delivered every month, on schedule.
- Step 4
Quarterly planning
Budget and growth decisions with your account manager.
Practice finance questions
More answers →Does a medical practice need a bookkeeper or an accountant?
Usually both. A bookkeeper keeps the books accurate every month, and a CPA handles tax planning and filing. We keep the books and work alongside your CPA.
What financial reports should I review every month?
Your profit and loss, cash flow, A/R aging, collections by payer, and overhead as a share of revenue. Together they show whether the practice is healthy and where to act.
Why is cash tight even though we're busy?
Usually slow insurance payments, denials nobody is working, unpaid patient balances, or bills and payroll landing before collections arrive. Cash flow reports show which one it is.
Can you work with my current CPA?
Yes. Most clients keep their CPA. We hand over clean, organized books so tax season is faster and cheaper.
Know your numbers every month, not just at tax time.
We'll look at your books and billing data and show you what's missing. Free, no obligation.