BOOK KEEPING SERVICES

Recording Daily Transactions

Sales, expenses, and everything in between.

We handle the day-to-day tracking of your income and expenses so you can focus on your patients, not spreadsheets. Every sale, refund, and business expense is recorded accurately and categorized properly to ensure your books are always up to date. Our cloud-based solutions also let you access your financials in real time from anywhere. No more late-night receipt hunts or guesswork.

Managing Invoices & Bills

Stay on top of payables and receivables with confidence.

We take the hassle out of managing money owed and money due. From sending client invoices to tracking vendor payments, we ensure nothing slips through the cracks. Our system helps you stay current on receivables and bills so you maintain strong cash flow and good relationships with vendors and patients alike. We’ll even set up reminders and auto-pay options

Reconciling Bank & Credit Card Statements

Accurate and timely reconciliations you can trust.

Each month, we reconcile your bank and credit card accounts to match your books with real-world transactions. This prevents errors, detects fraud, and ensures your financial reports are accurate. You’ll always know exactly where your money is going—and where it’s coming from. Monthly reconciliations also keep you ready for tax season or financing opportunities

Payroll Support

Simple, stress-free payroll processing.

We help you manage employee payroll smoothly, ensuring everyone gets paid on time and accurately. From setting up new hires to calculating withholdings and preparing reports, we take the stress out of payroll management. Whether you use a payroll system or need help choosing one, we provide the backend support so your team stays happy and compliant.

Financial Reports

Monthly P&Ls, balance sheets, and insights that fuel smart decisions.

Understanding your financial health shouldn’t require a finance degree. We provide clear, easy-to-read monthly reports—including Profit & Loss Statements, Balance Sheets, and Cash Flow Statements. These give you insights into how your business is performing, where to cut costs, and how to plan for growth. Reports are customized for your practice and explained in simple terms.

Preparing for Tax Filing

Books prepped and polished—just hand them off to your CPA.

When tax season arrives, you’ll be prepared—not panicked. We ensure your books are clean, accurate, and ready to hand off to your CPA or tax preparer. We’ll organize your financials, flag deductible expenses, and answer questions that might arise during filing. Our goal is to make tax time as smooth and stress-free as possible.