Medical Practice Bookkeeping Services
Clear financial records for clinics and practices, so you can run the practice instead of the paperwork.
Talk to an expert
Financial records for the business side of care
Running a practice means managing payer deposits, payroll, supplies, rent and equipment alongside patient care. The books should show how the practice is performing without taking more of your time.
We handle the financial side only: coding income and expenses, reconciling accounts and producing monthly statements. We do not need patient-level clinical information to do this, and we ask that exports shared with us leave it out. See our monthly bookkeeping service for the core process.
What we do for practices
- Practice income and expense coding
- Bank and credit-card reconciliation
- Payroll coordination with your payroll platform
- Vendor and supplier bill tracking
- Reporting by provider or location where applicable
- Monthly financial statements
- Records support for your accountant at year-end
- Access limited to the financial data we need
How it works
Scope the practice
We list locations, providers, accounts and systems.
Limit access
You share financial data only; patient details are excluded.
Monthly close
Income and expenses are coded and reconciled.
Review
You receive monthly statements and a walkthrough.
Good fit if
Small practices
You do not have a full-time finance person.
Multi-location clinics
You want each location reported separately.
Practices changing systems
You need a clean handover and consistent records.
Important notes
Frequently asked questions
Do you handle protected health information?
No. Our work needs financial data only, and we ask that exports exclude patient identifiers. If you believe your situation needs more, raise it before we start.
Can you report by provider or location?
Yes, where your accounting file is set up to track them. We configure it at onboarding.
Do you manage insurance billing or claims?
No. We keep the books and reconcile the deposits; claims management stays with your billing team.
Let’s talk about your books
Book a free 30-minute consultation. We review your setup, agree the scope and give you a clear quote based on your monthly transaction volume.