Better Books, Better Practice

We’ve modernized bookkeeping for medical practices.
Your books stay up to date, and you get a simple dashboard to check cash flow, expenses, and profit—any time you need it.

If your medical practice is...

athlete 6441994 1 1

Constantly playing catch up

blind 18866542 1 1

Flying blind with financial decisions

stopwatch 17146034 1 1

Rushing to get your books in order for tax time

What We Do

We help you get more out of
your medical practice bookkeeping

book 18159917 1

Hands-Off Monthly Bookkeeping

We handle the day-to-day tracking, categorizing, and reconciling—so you don’t have to.

currency exchange 18796758 1 1

Monthly Balance Sheet, P&L, and Cash Flow Reports

Stay in the loop with real-time updates and monthly financial reports—Balance Sheet, P&L, and Cash Flow included.

money growth 18023471 1 1

Complimentary Quickbooks Online & Gusto Software

You’ll get QuickBooks Online and Gusto included—because good tools shouldn’t be extra.

bookkeeping cta

Don't use QuickBooks Online? Not a problem.

We’ll migrate your financials from whatever you’re using now—start to finish, fully handled by our team. You won’t have to lift a finger. We’ll also stick around to make sure you’re comfortable with the new setup, ongoing support and training included.

How it works

what to expect with our bookkeeping services

01
mt icon

KICK-OFF CALL

03
mt icon

ONGOING BOOKKEEPING

mt icon
02

IMPLEMENTATION

pricing

Bookkeeping Packages

Most Popular

Strategic Books SupportTM

For high-earners with simple setups

$245
/mo

Bookkeeping

Full-Service Bookkeeping

Geared for proactive business owners

$650
/mo

Bookkeeping

1

Most Popular

Strategic Books Support

Full-Service Bookkeeping

1
Full-Service Bookkeeping
1
Strategic Books Support
Best for clients needing periodic oversight + reconciliations.
Full-Service Bookkeeping
Best for clients needing monthly, hands-off bookkeeping + access to CFO services.
Monthly Investment
Strategic Books Support
$245/mo
Full-Service Bookkeeping
$650/mo
Included in Business & Elite tiers
图层 x0020 1
Strategic Books Support
Bookkeeping
Categorize & Reconcile Accounts
Strategic Books Support
3 Times a Year
Full-Service Bookkeeping
Monthly
Includes: 2 Bank Accounts, 1 Credit Card, and Single-Employee Payroll
图层 x0020 1
Full-Service Bookkeeping
图层 x0020 1
Full-Service Bookkeeping
Each Additional Bank or Credit Card Account
Strategic Books Support
$65/account/mo
Full-Service Bookkeeping
$85/account/mo
CPA Review of Books
Strategic Books Support
Annually
Full-Service Bookkeeping
3 times a year
Monthly Subscription to QuickBooks Online
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
Base Plan (Up to 200 transactions/month):
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
201 - 500 transactions per month
Strategic Books Support
+ $65/mo
Full-Service Bookkeeping
+ $85/mo
500+ transactions per month
Strategic Books Support
Quoted
Full-Service Bookkeeping
Quoted
Clean-up & Backwork
Strategic Books Support
$175/hr
Full-Service Bookkeeping
$175/hr
Preparation of Financials
Strategic Books Support
Annually
Full-Service Bookkeeping
Annually
Categorization by Class
Strategic Books Support
$75/mo
Full-Service Bookkeeping
$95/mo
CFO Services
Budgeting and Cash Flow Forecasting* Includes semi-annual budget creation and cash flow reviews, aligned with your Tax Strategy Sessions.
fi 14090273
Strategic Books Support
Full-Service Bookkeeping
starting at $300/mo
KPI Metrics/Benchmarking* Monthly or quarterly performance tracking and reporting of your key business metrics.
fi 14090273
Strategic Books Support
Full-Service Bookkeeping
starting at $200/mo
Payroll
Monthly Subscription to Gusto* Gusto subscription is included with Full-Service Bookkeeping. Strategic Books Support clients maintain their own subscription (we manage payroll for all plans).
fi 14090273
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
W-2 (for Owner)
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
1099 Form Filing
Strategic Books Support
5 forms included (additional forms $85 each)
Full-Service Bookkeeping
5 forms included (additional forms $85 each)
Adjust Payroll Settings as Necessary For New Information
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
Employer Payroll State Tax Registration
Strategic Books Support
Up to 2 states included; $350 per additional state + state fees
Full-Service Bookkeeping
Up to 2 states included; $350 per additional state + state fees
Support
QBO & Gusto Support (Phone & Email)
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
Training on Accountable Plans* For Personal Reimbursements of Business Expenses
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
Screen Record & Screen-Share Communication
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping
Access to Secure Digital Workspace
图层 x0020 1
Strategic Books Support
图层 x0020 1
Full-Service Bookkeeping

Better bookkeeping leads to a better business

When your books are accurate and on time, everything else gets easier. With our real-time dashboard, you can see what you’re spending, what you’re earning, and what’s changing month to month. So, what’s next?

200% ROI on Your Tax Savings

With accurate books, we can build a tax plan that actually works—and saves you real money. And when we say guaranteed, we mean it. You’ll get at least double your money back in tax savings, or we’ll refund the difference.

Set Clear Financial Goals With CFO Services

Once your books are in order, we can help you make sense of the bigger picture. With our CFO services, we’ll work with you to set financial goals, map out a plan, and track your progress along the way.

Get a clearer view of your practice With MedTax

If you’re tired of messy books and late reports, we can help. Reach out to see how quickly we can get your finances on track.
Bookkeeping for Medical Practices