Bookkeeping for Medical Practices
Money comes in from patients and insurers at different times. We look after the business side: deposits, running costs and a clear monthly report.
How we handle your books
What we do
- Patient and insurance deposits matched
- Staff and running costs sorted
- Equipment and supply costs tracked
- A monthly report for the practice
What we usually ask for
- Deposit summaries
- Bank and credit card statements
- Payroll reports
- Supplier bills
We never need patient information. We only work with your practice's business records.
Services that fit
Monthly Bookkeeping
Every transaction recorded, every account matched and a clear report each month.
Catch-up Bookkeeping
Behind on your books? We bring every month up to date and fix past mistakes.
Year-End Package for Your CPA
Clean books and the documents your CPA needs, ready for tax time.
Medical Practices questions
Do you need access to patient records?
No. We only use business financial records like bank statements and deposit summaries.
Can you track insurance payments separately?
Yes, as long as the deposits can be identified from your statements or deposit reports.
Ready to hand off your books?
Book a free call. We'll look at where your books are and tell you how we can help.