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Bookkeeping & Payroll for Independent Healthcare Practices

Running a private practice shouldn’t feel harder than caring for patients. I help independent healthcare practice owners keep their books accurate, organized, and tax-ready — so you can stay focused on patient care, not spreadsheets.


  • Monthly bookkeeping and reconciliations done right
  • Clear reports you can actually understand
  • Systems that work with your billing and payroll tools
  • Support designed for busy clinicians and practice owners

Book a Free "Practice Fit" Call
Healthcare professional working at a laptop
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QuickBooks Online Focused
Built for clean, consistent financials
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Secure Workflows
Controlled access and documented processes
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HIPAA-Aware Processes
Financial workflows designed to reduce risk

Who I Work With

Healthcare professional in a private practice setting
  • Physician-owned practices
  • Dental offices
  • Optometrists
  • Mental health therapists
  • Physical and occupational therapists
  • Chiropractors
  • Other patient-centered private practices

Does this sound familiar?

  • Cash flow feels unpredictable, even when revenue looks strong
  • Financial reports don't clearly answer your questions
  • Payroll, owner pay, and expenses blur together over time
  • You rely on your CPA at tax time, but lack clarity during the year
  • You’re unsure if you can safely hire or expand

These are common challenges for growing healthcare practices, and this is exactly where we help.

Reliable Financials

Reconciled accounts and consistent monthly closes you can trust.

Decision-Ready Reporting

Know your profit, cash position, and trends without digging.

Less Admin Stress

Simple workflows that reduce back-and-forth and last-minute scrambles.

Monthly Bookkeeping Built for Healthcare Practices

Core Monthly Bookkeeping

  • Bank and credit card reconciliations
  • Clean chart of accounts
  • Monthly P&L and Balance Sheet
  • Issue spotting before problems grow
  • CPA-ready books

Practice-Specific Support

  • Deposit clarity for insurance and patient payments
  • Budgeting and cash-flow planning
  • KPI dashboards for growing practices
  • Customized reports aligned with how your practice operates

I provide bookkeeping and advisory services—not tax preparation. I collaborate with your CPA or tax preparer.

Clinician speaking with a patient
Optometrist office
mental health therapy session

Your Practice Deserves Clean, Understandable Books

Let’s make your numbers reliable, useful, and stress-free—without adding more work to your plate.

Book Your Free "Practice Fit" Call