We untangle messy QuickBooks files for private practices and clinics so you can make decisions from numbers you trust.
The healthcare business bookkeeping problems we fix every week:
ERA deposits, patient co-pays, and refunds mix together, so collections never match production.
One deposit covers dozens of claims across payers — untangling it by hand never happens.
Draws, payroll, and pass-through taxes are mixed, making entity-level planning impossible.
Two minutes on the form below — no documents needed yet.
We review your QuickBooks file and give you a fixed plan and price. We split payer vs. patient revenue, reconcile clearinghouse deposits, and clean owner comp so your CPA can actually plan.
Backlog cleared, every account reconciled, and a before/after report you (and your CPA) can act on.
We split payer vs. patient revenue, reconcile clearinghouse deposits, and clean owner comp so your CPA can actually plan.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with industry-correct categories — not a generic chart of accounts.
A before/after summary and simple monthly rhythm so it stays clean.
If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.
“Collections finally reconcile to my PM system.”
“Clean books made the practice loan renewal painless.”
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.
Yes — we work from financial exports only (no PHI needed) under a confidentiality agreement.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.
You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.