Services for Busy Care Providers
Less admin. More patient care.
More work-life balance.
Whether you’re just starting out or you’ve been in practice for years, clean books make everything easier — decisions, taxes, and sleep. (Remember what that is?)
I offer practical, no-fluff virtual bookkeeping services tailored to professionals like you.
Core services:
Catch-Up Bookkeeping
Behind on your books? No judgment—just solutions.
Whether you're 3 months or 3 years behind, I’ll help you get caught up quickly and quietly.
Includes:
- A review of your current bookkeeping status to identify what’s missing or incorrect
- Entry and categorization of all past transactions for the months (or years) you're behind
- Reconciliation of all historical bank and credit card accounts
- Cleanup of duplicate entries, uncategorized transactions, and bookkeeping errors
- Coordination with your tax professional if needed for past filings
- A full set of up-to-date, organized books ready for ongoing maintenance or tax prep
Monthly Bookkeeping
Reliable, consistent and done for you.
You’ll always know where your money is going—without having to touch a calculator.
Includes:
- Monthly categorization and recording of all income and expenses
- Bank and credit card account reconciliations
- Delivery of up-to-date financial reports (Income Statement/P&L, Balance Sheet, etc.)
- Ongoing review to ensure books stay clean, accurate, and tax-ready
- Alerts and explanations for any transactions that need clarification
- A workflow tailored to your preferences — minimal effort required on your end
One-on-One Support
Have questions? You'll get answers - minus the jargon.
Includes:
- Live, personalized support sessions to walk through your bookkeeping questions
- Help troubleshooting QuickBooks® issues or reviewing your setup
- Step-by-step guidance on organizing expenses, receipts, and documentation
- Clear explanations of financial reports and what they mean for your business
- Support in creating or improving your in-house bookkeeping systems
- A flexible, judgment-free space to ask questions and build your confidence
Additional services
QuickBooks setup or overhaul
Chart of accounts tailored to your practice
1099 preparation
Income and expense tracking by location or service type
Liaising with your CPA at tax time
Light payroll support or integration help
Financial check-ins and goal tracking
Who's it for?
Solo providers who need everything off their plate
Group practices wanting structure and oversight
Newly launched businesses that want to start right
Providers who are just done trying to do it themselves
No fluff. No overwhelm. Just clean, clear books.
Ready to stop avoiding your bookkeeping?
It’s understandable, with patient care always taking priority, but the longer it’s delayed, the heavier it weighs.
When you delegate your bookkeeping to me, you’ll finally get the clarity, peace of mind, and financial control you’ve been craving.
Let me handle the numbers so you can focus on what you do best: caring for your patients.
