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Outsourced accounting for healthcare practices

Clean books, closed monthly, reconciled to the bank and to your practice management system — delivered by a CPA-led team instead of a rotating bookkeeper.

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CPA-led · Nationwide & fully remote · Flat monthly fees
An accountant reconciling accounts with a calculator, ledger, and laptop

Works with the tools you already use

QuickBooks OnlineXeroBill.comGustoADP
The Problem

Most practices are not getting accounting. They are getting data entry.

A bookkeeper categorises transactions. Accounting means the books close on a schedule, tie to reality, and produce statements a lender, a buyer, or the IRS would accept.

The books never actually close

If December is still being edited in April, no decision made from those numbers was reliable. We close monthly and lock the period.

Nothing reconciles to the PM system

Deposits in the bank should tie to collections in your practice management system. When they do not, the gap is either a posting error or lost money.

Statements nobody can use

A chart of accounts built for a generic small business tells you nothing about your practice. We rebuild it around how your specialty earns and spends.

What You Get

Everything your practice needs behind the front desk

One integrated, CPA-led team handles the entire business side, so your energy stays on care.

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  • ✓ Monthly bookkeeping and bank reconciliations
  • ✓ A close calendar with a hard monthly deadline
  • ✓ Chart of accounts rebuilt for your specialty
  • ✓ Collections reconciled to deposits
  • ✓ Accounts payable and vendor management
  • ✓ Financial statements you can hand to a lender
  • ✓ Year-end package delivered to your tax preparer, or to us
  • ✓ A named CPA-led team, never a call center
What You Get

What outsourced accounting includes

A complete accounting function, staffed and supervised by us, for a flat monthly fee.

01

Assess

A free deep-dive into your books, entity, comp, and pain points.

02

Build

We clean up the books, set your chart of accounts, and stand up the compliance calendar.

03

Run

Monthly financials, payroll, and tax filings delivered like clockwork.

04

Grow

Quarterly strategy, benchmarking, and proactive tax planning.

What close actually involves

The month-end close, step by step

“We do your bookkeeping” hides a lot. This is the checklist your close runs on.

Month-end close checklistStandard scope
Bank and credit card accounts reconciledAll accounts
Merchant deposits tied to the practice management systemGross to net
Payroll journal tied to the provider registerBy pay run
Accrued payroll and PTO trued upMonthly
Prepaid expenses and deposits amortisedMonthly
Fixed assets and depreciation postedMonthly
Owner draws and personal charges reclassifiedMonthly
Inter-entity balances agreedIf multi-entity
Statements, scorecard and written summary deliveredBy the 15th

What this tells you

  • Why the merchant step mattersDeposits net of processor fees are the most common reason a P&L understates revenue and overstates margin. Gross-to-net reconciliation is where that gets caught.
  • Why accruals matter to youCash-basis books make a good month look better and a bad month worse. Lenders, buyers, and your own hiring decisions need accrual.
  • Who does itA named senior accountant, reviewed by the CPA on your account. Not a rotating queue.

Standard scope for an ongoing engagement. Multi-entity and multi-site practices add consolidation and inter-company steps, scoped during onboarding.

Questions

How we take over your books

Usually not. We work in QuickBooks Online or Xero and integrate with the practice management system you already use. If your current setup genuinely cannot support clean reporting we will tell you, and why.
Some practices keep them for day-to-day entry with us supervising and closing. Others hand the whole function to us. Both work, and the choice is usually about volume and cost rather than quality.
Far enough that your opening balances are defensible, which usually means the current year plus the prior year. We scope cleanup separately so it never becomes an open-ended bill.
The Difference

No equity. No percentage of your growth.

Most management services organizations charge for your back office by taking ownership or a share of every dollar you collect. One costs you control. The other costs you more each year you succeed.

Equity MSOs take ownership

A DSO or private-equity group provides the back office in exchange for a stake. You get infrastructure. You also get a board, a budget you no longer set, and an exit on their timeline.

Percentage MSOs tax your growth

A fee set as a share of collections does not stay flat. Running your back office is not twice the work when revenue doubles, but the fee is. Every good year costs you more.

We take neither

A flat monthly fee for a defined scope. No equity, no share of collections, no right of first refusal if you sell. Grow the practice and the upside stays with you.

Why our model is different →

Get Started

Ready for books that actually close?

Book a free assessment. We will review your current books, close process, and chart of accounts, and tell you honestly what shape they are in.

Book Your Free Assessment →See How It Works
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