Free deposit-to-visit check
Healthcare QuickBooks cleanup? Match the deposit.
Four taps. One lump is not the week.
Forty visits. The bank shows one number.
Your deposit-to-visit check can start. Where should we reach you?
How the deposit gets tied to the visits
- Name the lumpOne plan number, or a clearinghouse bag that stands in for more than one plan.
- Open it into visitsEach claim gets the amount the plan allowed. What the lump missed stays as money still owed.
- Leave the gap visibleA write-off is a choice. Until you make it, the difference between the fee and the allowed amount stays on its own line.
The lump is not the week
The check opens the deposit from the plan's own detail, not from memory of the schedule. A month is not closed while that lump and the visits disagree.
We will not bury a fee gap inside a smaller charge to make the bank look tidy. Seeing the gap is the work.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Is the deposit tie check free?
Yes. The call costs nothing and nothing is signed. If a paid cleanup follows, you see the price before it starts.
Do you post from the schedule?
No. The detail inside the plan payment is what gets opened. The schedule is how you notice the lump is hiding a week.
What if a panel is why the cash is late?
Say so in the first note. Those visits stay as money owed. They are not cash, and they are not an idle month.
Who opens the deposit with me?
Steven Palmieri, a Tax CFO, on a video call. We read the lump against the visits. The practice does not sign assurance reports.