Bookkeeping for healthcare & medical practices

We focus strictly on the financial side: bookkeeping, not patient records. That said, we handle all financial data with care and confidentiality, and we don't need access to protected health information to do our job. Your patient data stays with you.

Yes. We set up your QuickBooks with location tracking so you can see revenue, expenses, and profitability for each location separately, plus consolidated reporting across all locations. This is one of the most common requests we get from healthcare clients.

We track what you billed, what insurance paid, any adjustments or write-offs, and patient responsibility balances. This gives you a clear picture of your actual collection rate and helps identify where money is being left on the table.

Yes. We categorize medical supply expenses properly so you can see exactly what you're spending on supplies versus other operational costs. This is important for budgeting and for identifying areas where costs are trending up.

Our plans start at $399/month for Essentials, usually a fit under $500K in yearly revenue. Most healthcare practices fit best in our Growth plan, starting at $599/month, usually $500K to $1 million in revenue with bills and invoices to track. Practices with multiple locations or complex needs typically use our Scale plan, starting at $1,199/month. We confirm your exact price after a quick look at your books.