Once your books are in order with accurate medical practice bookkeeping, 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.
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.
e’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. Along with ongoing medical practice bookkeeping support, our Medical Practice CFO services ensure you have expert financial oversight, guidance, and strategic advice to help your practice run efficiently and grow confidently.
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. With reliable medical practice bookkeeping, you’ll always know where your practice stands, and what’s next.
Once your books are in order with accurate medical practice bookkeeping, 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.
If you’re tired of messy books and late reports, MedTax can help. Reach out to see how quickly we can get your finances on track.
