How We Help
We provide selective bookkeeping services designed to support tax compliance and strategic planning — not high-volume data entry.
Services include:
Monthly bookkeeping & financial review
Chart of accounts tailored to medical practices
Payroll coordination & physician compensation tracking
Clean-up & catch-up work for tax readiness
Coordination with practice management & billing data (as needed)
Who This Is For
Independent physicians & specialists
Small group practices
Medical professionals with multiple income streams (W-2 + 1099 + entities)
Bookkeeping for Medical Practices & Healthcare Professionals
Accurate, compliant bookkeeping designed to support tax planning, cash flow visibility, and long-term growth for medical practices.
How Engagements Are Structured
Bookkeeping is offered selectively and typically paired with:
Business tax compliance
Ongoing tax planning
Entity structuring & optimization
📌 This service is not designed for low-cost or transactional bookkeeping.
Schedule a consultation to determine whether your practice is a good fit
No tax advice or analysis is provided during the intro call.
Why Medical Practices Choose Us
CPA-led review — not outsourced bookkeeping
Designed to support tax planning, not just reporting
Experience with high-income professionals and complex compensation structures
Seamless integration with year-end tax filings