FAQ – Medical & Dental Bookkeeping
Common questions and answers about our medical & dental bookkeeping.
Request A QuoteFrequently Asked Questions
Do you offer bookkeeping for medical and dental practices?
Yes. We support solo practitioners, group practices, dental offices, and clinics with specialized bookkeeping tailored for healthcare needs.
What types of healthcare businesses do you work with?
We work with private practices, dentists, chiropractors, therapists, urgent care centers, and other healthcare providers across the U.S.
Do you track patient payments and insurance reimbursements?
Yes. We reconcile incoming payments from insurance carriers, patient co-pays, and billing systems to ensure your books match actual deposits.
Can you help track overhead and profit margins by service line?
Absolutely. We can set up category or class tracking to show profit by service (e.g., cosmetic dentistry vs. general care), helping you analyze margins.
What software do you support for medical bookkeeping?
We work with QuickBooks Online, QuickBooks Desktop, and Xero. We also help integrate data from billing software like Kareo, Dentrix, or SimplePractice.
Do you understand HIPAA and patient data rules?
Yes. While we don’t access patient health data, we treat all practice financials with strict confidentiality and use secure, encrypted document handling.
Can you clean up old practice bookkeeping issues?
Yes. We offer catch-up and cleanup services for practices that have backlogs, insurance deposit gaps, or unclear expense records. See cleanup services
Do you support accrual-based accounting for medical practices?
Yes. We support both cash and accrual methods depending on how your practice tracks revenue recognition and tax filing preferences.
Can you work with my accountant or healthcare CPA?
Yes. We provide CPA-reviewed books every month and coordinate with your CPA for tax filings, audits, or business planning.
What’s the typical cost for medical bookkeeping?
Most healthcare practices start around $200–$300/month, depending on complexity and insurance activity. View pricing
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