We’ve modernized medical practice bookkeeping.
Your books stay up to date, and you get a simple dashboard to check cash flow, expenses, and profit—any time you need it.
We handle the day-to-day tracking, categorizing, and reconciling—so you don’t have to.
Stay in the loop with real-time updates and monthly financial reports—Balance Sheet, P&L, and Cash Flow included.
You’ll get QuickBooks Online and Gusto included—because good tools shouldn’t be extra.
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.
We count reconcilable accounts. This means bank, credit cards, and notes (mortgages / car loans).
Platforms like Stripe, Paypal, Shopify, AirBnB, etc. require us to access the platforms, download reports, and reconcile clearing accounts.
If transactions exceed 500/mo, separate quote required.
QBO Ledger included by default; upgrade to Simple Start/Plus if invoicing or Class tracking is needed (for SBS and FSB subscribers only)
Up to 5 classes
Gusto subscription is included with Full-Service Bookkeeping. Strategic Books Support clients maintain their own subscription (we manage payroll for all plans).
Includes semi-annual budget creation and cash flow reviews, aligned with your Tax Strategy Sessions.
Monthly or quarterly performance tracking and reporting of your key business metrics.
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?
