Bookkeeping built for care-based practices.
Whether you need steady monthly support or need to catch up on a backlog, I offer straightforward bookkeeping with no surprises — backed by more than 30 years of experience inside healthcare.
Ongoing Support
Monthly Bookkeeping
Accurate, up to date books every month — categorized around the way you do business. Your records stay clean, current, and ready when you need them.
- Transaction categorization — every bank and credit card transaction reviewed and coded to the right account each month
- Bank & card reconciliation — every account reconciled monthly against statements, with discrepancies tracked down and resolved
- Profit & loss statement — a clear monthly read on what came in, what went out, and what's actually left over
- Balance sheet — a monthly snapshot of what the business owns and owes, kept current and accurate
- Cash flow reporting — visibility into the timing of money moving through the business, not just the totals
- Dedicated bookkeeper — one point of contact who knows your books, not a rotating queue or a call center
Get Back on Track
Catch-Up Bookkeeping
Fallen behind on your books? No judgment. I'll work through your backlog month by month, clean up the mess, and get you ready for tax season or a fresh start.
- Backlog reconciliation (any number of months)
- Transaction review & cleanup
- Corrected financial statements
- Summary of findings
- Handoff to ongoing monthly service (optional)
Customize Your Support
Add-On Services
Need a little more? Layer on additional services to round out your bookkeeping support — available as standalone add-ons or alongside any monthly plan.
- Payroll processing — accurate, on-time payroll runs with tax filings handled
- Invoicing support — create and send invoices, track what's outstanding, and follow up on overdue accounts
- QuickBooks setup & cleanup — get your chart of accounts right from the start, or fix what's been tangled up
- Tax prep handoff — organized, accountant-ready financials so tax season isn't a scramble
- One-time cleanup — a focused engagement to sort out a specific mess without committing to ongoing service
Need something else?
Every business is different. If you need a custom scope — like a one-time cleanup, QuickBooks setup, or help preparing for your accountant — just reach out and we'll put together a plan that fits.
Not sure which service fits your practice?
Let's talk through your situation. A free consultation is all it takes to figure out exactly what you need — and what you don't.
Schedule a Discovery Call