Bookkeeping for Health & Wellness Practices
Specialized Healthcare Bookkeeping for Growing Practices.
HIPAA Compliant, revenue-cycle focused books built for health and wellness practices
Revenue Cycle Focus
A specialized workflows to keep your practice’s books accurate, compliant, and audit-ready.
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Revenue vs. Collections Tracking
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Accurately track the critical gap between what your practice bills and the actual cash insurance companies and patients pay.
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Revenue Cycle Integration
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Instead of just matching transactions, I monitor the lifespan of insurance claims to ensure your general ledger aligns with your billing software.
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Payer Breakdown Matrix
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Systematically separate insurance carrier reimbursements from direct patient co-pays to keep your cash flow clear and scannable.
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HIPAA & Compliance First ⚠️
Absolute Patient Privacy & Data Security. Protecting patient data is a non-negotiable legal requirement. Your compliance is safe guarded at every financial touchpoint.
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Zero PHI in Your Ledgers
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Keeping patient names, chart numbers, and medical codes entirely out of your general books to maintain strict privacy standards.
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Signed BAA Protection
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Signing a formal Business Associate Agreement (BAA) before accessing any systems to legally protect your practice.
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100% Secure Document Intake
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No insecure email attachments. We use secure portals to share financial documents safely.
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Financial Intelligence for your Practice 📊
Get the structured insights you need to control overhead, optimize cash flow, and grow your practice confidently.
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Medical Chart of Accounts Setup
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Custom Categories tailored for healthcare
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Actionable Monthly Financial Reports
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Detailed P&L and cash-flow reports delivered monthly to spot overhead trends
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A/R Tracking
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Regular monitoring of aging insurance claims to help your team catch denied reimbursements
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