A structured bookkeeping strategy designed for private health practitioners who want organized books that provide clear data for confident decisions without the admin burden or guesswork.
This method walks you through three clear steps: Clarify → Correct → Control.
Step 1: Foundation
Know Where You Stand
Are you avoiding your books because you don’t know what you’re looking at?
The Bookkeeping Health Check gives you a clear, honest assessment of what needs attention in plain language, not accounting jargon.
Finally understand if you’re compliant, what’s putting you at risk, and what needs to be fixed.
No more wondering if you’re doing it right or worrying about what you don’t know.
Step 2: Restoration
Get Your Books Accurate
Stop drowning in backlog or second-guessing every transaction. We restore order to your books by catching up on months of neglect, establishing customized processes, and building the solid foundation your practice needs.
Whether it’s 3 months or 12 months of catch-up, you’ll finally have books that are accurate, complete, and ready to actually use for informed decisions.
No more scrambling at tax time or feeling embarrassed to show anyone your QuickBooks.
Step 3: Strategy
Stay In Control
This is where your books are handled accurately every month, plus quarterly 1:1 financial reviews where we walk through what your numbers are telling you.
Things like trends to watch, red flags to address, and what’s actually working based on your data.
You get the confidence that comes from understanding your finances without spending your weekends buried in QuickBooks.
Focus on patient care while staying completely in control of your practice’s financial health.
Step 1: Foundation (Clarify)
Clarity before correction.
Bookkeeping Health Check Assessment.
This foundational assessment shows you what’s happening inside your books. What’s accurate, what’s missing, and what needs attention for your practice to run smoothly. This is the required first step for all services.
You’ll receive:
>>Confidence moving forward instead of guessing
>>A clear status report of your books “as is”
>>A report outlining what’s working and what’s not
>>A customized roadmap for what happens next
>>Transparent next-step pricing customized to your actual data and needs
Current Pricing is $397.
Next step:
Apply for a free clarity call to see if a professional assessment fits your needs. HERE.
Step 2: Restoration (Correct)
Restore order to your books
Bookkeeping Catch-Up / Clean-Up. Up to 12 months of backlog handled for you.
If your books are behind, messy, or stressful to look at, this step brings everything back into alignment so your reports finally tell the truth.
Fully customized based on your Health Check findings with a clear scope.
You’ll receive:
>>Organized, accurate financial information
>>Customized to your health practice
>>Workflows designed for your practice
>>Clean bank vs QuickBooks reconciliations
>>Books to send your CPA without embarrassment
Step 3: Strategic Partnership (Control)
Bookkeeping consistently done for you so you can focus on patient care.
Ongoing monthly bookkeeping plus continuous data review for improvement.
Monthly books handled and quarterly performance reviews, where we pinpoint trends, spot opportunities, and keep you in control and ahead of problems.
What are the numbers telling you? Where can you cut back, hire, or scale? This is the visibility you’re looking for.
This is where confident, informed decisions are made. Your books stay current, organized, and accurate month after month while you focus on patients.
You’ll receive:
>>Time back in your schedule
>>Monthly categorization and reconciliations
>>Insurance income matching
>>Cash-pay/copay workflow support
>>Financial reports you can trust for decision-making
>>A quarterly performance strategy call customized to your actual data