Industries
Bookkeeping for clinics and healthcare practices
Insurance payments, patient payments, payroll and equipment, recorded clearly for doctors, dentists, therapists and other private practices. Monthly books that show your real collections and costs, without the confusion between billed charges and what you actually received.
Monthly bookkeeping starting at $97 a month.
Practice bookkeeping problems I see
- Billed charges treated as income instead of what was collected
- Insurance deposits never matched to remittance reports
- Patient refunds and overpayments untracked
- Payroll for staff not matching the books
- Equipment financed with no depreciation records
- Personal and practice spending mixed
Who I work with
Physician practices, dental offices, physical therapy, chiropractic, mental health and counseling practices, med spas and other outpatient clinics.
What's included
- Insurance and patient payments recorded from deposit and remittance reports
- Revenue based on what was collected, not just billed
- Patient refunds and credit balances tracked
- Staff payroll recorded and reconciled
- Equipment and financing tracked for depreciation
- Supplies, rent and malpractice insurance categorized
- Monthly profit and loss and practice-level reports
Patient privacy
I work from deposit summaries and financial reports, not patient charts. Where protected health information could be involved, we set up the right agreement first.
Entity and owner pay
Many practices are S-corps or PLLCs. Owner salary and distributions need to be recorded correctly.
Billed vs. collected
A visit is billed at $300.
| Amount billed | $300 |
| Insurance allowed amount | $180 |
| Insurance paid | $150 |
| Patient copay | $30 |
| Contractual adjustment (never collected) | $120 |
Made-up numbers. Your books should show $180 earned, not $300.
How it works
- 1
Free call
We go over your billing setup, payroll and entity.
- 2
Setup
Deposits matched to your billing or practice management reports.
- 3
Monthly close
Books closed by the 7th, with collections and costs.
- 4
Year end
Payroll forms and a tax-ready package.
What I need from you
- Monthly deposit and collections reports from your billing system
- Bank and card statements, or feeds connected
- Payroll reports or payroll system access
- Equipment purchase and financing documents
Documents go through my secure client portal, never email.
Healthcare practice questions
Do you need access to patient records?
No. Bookkeeping uses financial summaries. If any protected health information is involved, we put the right agreement in place first.
Do you handle payroll for my staff?
Yes. See payroll services.
Can you work with my billing company?
Yes. I match their collection reports to your bank deposits each month.
Is my practice a good fit for an S-corp?
It depends on profit and salary. Try the S-Corp Savings Calculator, or ask on a free call.
Clear books for your practice
Book a free call, or send a message about your business.