The Bookkeeping Basics Guide For Private Practitioners

Finally… Bookkeeping Made Simple for the Healthcare Professional Who’s Tired of Feeling Behind

This is for you if you’ve been thinking…

You can diagnose a complex patient case in minutes…but when it comes to bookkeeping?

It feels like a never-ending pile of questions:

• Am I categorizing transactions correctly?
  
• What do I do with copays, reimbursements, or insurance payouts?
  
• How do I track payroll, taxes, or loan payments the right way?
  
• What should my chart of accounts even look like? Wait…what’s a chart of accounts???
  

You’re not alone. Oh and don’t be too hard on yourself, thinking, “I should be able to figure this out”.

Most healthcare professionals never receive financial training even though you’re running a real business with real compliance responsibilities.

And trying to figure it out on your own costs you time, peace, and confidence.

Bookkeeping Basics for Busy Health Practitioners

A simple, focused resource that helps you understand the essentials without drowning in jargon.

Inside, you’ll learn:

• How to categorize the most common healthcare-related transactions
  
• The difference between income, reimbursements, and liabilities
  
• What should actually be on your chart of accounts
  
• The ideal way to track payroll, taxes, and owner’s pay
  
• The bookkeeping mistakes that cost healthcare professionals the most
  
• How to create clarity even if you’ve struggled with this for years
  

This isn’t generic advice. It’s written for real-world healthcare practices—>small clinics, private practices, and side businesses.

Why This Matters

When your books are clear, everything else becomes easier:

✔ Peace of mind

✔ Clean financial reports

✔ Smoother tax season

✔ Confidence in your decisions

✔ Less time spent fixing past mistakes

You’re already carrying the weight of patient care and responsible stewardship.

Your books don’t need to add to the burden.

Who This Is For?

This guide is perfect for:

Inside You’ll Find:

✔ My proven basic bookkeeping pyramid

Quick steps that show you where you’ve drifted and what’s most pressing right now.

✔ The 3 core numbers you should always know

A simple way to keep bookkeeping aligned even on busy weeks.

✔ Quick start categorization

Straight to the point tips on how to organize your most common transactions.

✔ A monthly bookkeeping checklist

Because efficiency is your best friend when you’re busy.

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Why Act Now?

I’ve watched brilliant, responsible, high-capacity women be told to “reduce stress” or “make lifestyle changes” with zero guidance on how to do that in a real life that cannot pause frequently. 

The result is not just personal discomfort. It’s business consequences disguised as character flaws.

Addressing the root is not indulgence. It’s stewardship over the work you are still responsible for.

Part of staying balanced in your business isn’t just about energy, habits, and health…it’s also about knowing where you stand financially. Maintaining simple, accurate financial reports (like a basic balance sheet, P&L, and current reconciliation of transactions) can reduce stress, lower cortisol, and give you more mental bandwidth to focus on growth and your patients.

This guide is your invitation to pause, breathe, and get back on steady ground.

If you don’t address the root causes now, the burnout cycle keeps repeating.

And let’s be real:

• Tax season doesn’t wait.
  
• Burnout doesn’t fix itself.
  
• Another year of “pushing through” just digs the hole deeper.
  

This is not about “fixing it overnight.” This is about taking the next best step.

Start today and take your first step toward a business that feels clear, calm, and sustainable.

Why I Created This

Hi, I’m Jenn, a pharmacist (Pharm.D.) and bookkeeper who works mostly with midlife women practitioners and wellness-focused clinics.

Because I straddle both worlds, I see the same pattern over and over again:
You’re incredible at patient care… but no one ever taught you how to manage the financial health of your practice.

That’s why bookkeeping is usually the first thing to slide.
And yet, it’s foundational for making the same confident, informed decisions you already make in healthcare every day.

If you’ve ever felt:

• embarrassed that your books don’t make sense
• frustrated that deposits never match your visit logs or EOBs
• unsure if you’re categorizing things correctly
• or guilty that bookkeeping keeps getting pushed aside

You’re not alone, and you’re not “bad” at this. You were never trained for it.

I help bridge that gap with clear explanations, practical systems, and support that actually fits a busy practitioner’s life. My goal is simple:
to help you understand what’s going on in your books so you can run your practice with the same clarity and confidence you bring to your patients.

If you want to start untangling things right now, then go ahead and download your starter guide. Another free offer is waiting for you inside. See you there!