Bookkeeping for Medical & Healthcare Practices
Insurance reimbursements, patient payments, payroll and provider payouts — we keep clean, confidential books so you can focus on patients, not paperwork.
What you billed and what you were paid are different numbers.
One month of claims, through to the bank.
Illustrative figures, shaped like real books — your numbers will differ, the pattern will not.
From chaos to clean books.
Practice finances are their own specialty.
We handle the money side so you can handle the care.
Insurance & patient payments
Payments arrive from insurers and patients on different timelines. We reconcile both so your revenue is accurate and complete.
Payroll & provider payouts
Staff payroll plus provider and contractor payouts get handled accurately, with year-end W-2s and 1099s.
Profitability by provider/location
We track performance by provider or location so you can see what's driving the practice.
Confidential & organized
We keep your financial records organized and handled with discretion — no clinical records, just clean books.
Equipment & overhead
Equipment, supplies and overhead are categorized properly so margins and deductions are accurate.
Tax-ready year-round
Estimated taxes, deadlines and clean records kept current so tax season is a non-event.
Healthcare clients get.
Clear deliverables, every month — nothing vague.
Tools we work with.
Your practice management and billing systems — reconciled into QuickBooks or Xero with insurance reimbursements and provider payouts tracked separately.
DocuSign
AthenahealthDrChronoTebraSimplePracticeJaneWaystarDocuSignUsing something else? We almost certainly work with it — just ask.
Bookkeeping for practices, done with discretion.
Healthcare practices — clinics, dental, therapy, veterinary and specialty offices — have a revenue cycle unlike most businesses. Money arrives from insurers and from patients on completely different timelines, and matching it to services is fiddly. We reconcile insurance reimbursements and patient payments so your revenue is accurate and nothing goes missing, and we keep everything organized and confidential. To be clear, we handle your financial books — not clinical records or protected health information.
We also track profitability by provider or location, so as your practice grows you can see exactly what's driving it and where overhead is creeping.
“Very helpful, honest, excellent work and great communication.”
Great benefits from us.
Accurate books, clear reporting and proactive support — so you always know where your business stands.
Cloud Accountants
- Cloud-based bookkeeping with real-time access
- Monthly reconciliations for accurate records
- Automated payroll with digital compliance
- Online sales tax & federal e-filing
- Cloud budgeting and cash-flow planning
- AP/AR management through digital workflows
- QuickBooks Online and Xero setup support
- Monthly meetings to review progress
Other accountancy agencies
- Traditional systems with limited online access
- Irregular reconciliations and manual updates
- Basic payroll without automation
- Slow tax processes with higher filing costs
- No cloud-based planning or real-time tools
- Manual AP/AR handling causing delays
- Outdated software lacking integrations
- No monthly reviews and higher pricing
Healthcare bookkeeping FAQs.
Everything a healthcare bookkeeping owner usually wants to know.
Yes. We reconcile reimbursements from insurers and payments from patients so your revenue is accurate and complete.
No. We handle your financial books only — bookkeeping, payroll and tax readiness — not clinical records or protected health information.
Yes. We run staff payroll and manage provider and contractor payouts, including year-end W-2s and 1099s.
Yes. We track performance by provider or location so you can see what's driving the practice.
QuickBooks Online or Xero, integrated with your payment/practice-management tools and Gusto for payroll.
Other industries we serve.
Focus on patients. We'll keep the books.
Book a free consultation and we'll review your practice's books and recommend the right plan.