FAQ – Bookkeeping Services for Healthcare Clinics

We serve medical clinics, private practices, therapy offices, dental clinics, physical therapy centers, and other healthcare-related service providers.

Yes. We set up your books to categorize revenue by insurance reimbursement, patient payments, and co-pays.

While we don’t store or manage PHI (Protected Health Information), we follow strict data security protocols and only handle financial data needed for bookkeeping.

We can reconcile reports exported from most major medical billing platforms and EHR systems, such as Kareo, AdvancedMD, or Athena.

Yes. We customize your chart of accounts to break down revenue and expense categories as needed.

Absolutely. You’ll receive a monthly profit and loss, balance sheet, and cash flow statement tailored to your healthcare operations.

Yes. We can create location-based tracking so you see financial performance by office or provider group.

We deliver organized, CPA-ready financials with clear documentation of insurance reimbursements, business expenses, and year-end summaries.

We offer catch-up bookkeeping to help healthcare clients get fully reconciled, including up to several years back if needed.

Pricing depends on your volume of transactions, number of providers, and whether you need catch-up support. Most clinics fit within our base or mid-tier plans.

Schedule a free consultation with our onboarding team. We’ll assess your billing setup and chart of accounts to get you up and running quickly.