BOOKKEEPING
You Take Care of Your Clients.
We'll Take Care of Your Books.
Done-for-you bookkeeping built for private practices, so you always know how your practice is performing without spending your evenings matching receipts, bank statements and insurance deposits.
You Didn't Open a Practice to Become a Bookkeeper.
You spend your days with clients and your evenings trying to catch up on everything else. Receipts are piling up, deposits don't match what Jane says you billed, and you're not sure what's still owed to you. Maybe your books have been a mess for so long that you don't even know where to start.
You're not bad with money. You're over capacity. And while your books sit behind, money quietly slips through the cracks: unbilled sessions, missed payments, and fees you never saw coming.
Most bookkeepers don't know how private practices get paid. We do, so you can get back to being the practitioner your clients need.
Bookkeeping That Understands How Practices Actually Run
Every payment, matched
Direct-billing deposits from extended health insurers, client payments, and card processors are matched to your practice management system, so nothing slips through the cracks.
Categorized the way a practice spends
Clinical supplies, continuing education, licensing and college fees, professional liability insurance, and contractor pay are all tracked where they belong, with receipts attached.
Monthly reports in plain language
Every month, you get a simple one-page snapshot of how your practice is doing. No spreadsheets to decode and no accounting terms to look up.
Behind the snapshot are your full financial reports, ready whenever you or your accountant need them:
Profit and loss: What came in, what went out, and what your practice actually kept this month.
Balance sheet: What your practice owns, what it owes, and what's left over that's truly yours.
Cash flow: Where your money moved this month, and why your bank balance doesn't always match your profit.
Start with the snapshot. Dig into the details only when you want to.
Tax season, already handled
Your books stay organized year-round, sales tax is reconciled annually where it applies, and your year-end package goes straight to your accountant, with us handling the back-and-forth.
Need more support?
Add payroll, invoicing, bill pay, a budget build, or monthly money meetings to review your numbers and plan your next move, whether that's hiring, expanding, or finally paying yourself more.
A clear picture of your practice's financial health, so you can make confident decisions about growth and stop wondering where the money went.
Getting Started Takes Less Time Than One Patient Session
1. Discover
Book your consultation (or a $197 audit) so we understand your practice, systems, and where your books stand.
2. Set Up
Onboard in 7-14 days, or complete a catch-up first if you’re behind.
3. Systemize
Monthly reconciliation and categorization run on a set rhythm.
4. Sustain
A simple snapshot with reports land by the 15th of the month, and tax season is already handled.
Practice Owners Who Stopped Stressing About Their Numbers
Ready to Hand Off Your Books?
Bookkeeping for private practices starting at $350 per month.
Group and multi-location practices receive a custom quote.
Behind on your books? Catch-ups are custom quoted depending on the size, and typically completed in 6 to 8 weeks. Not sure how far behind you are? Schedule a Bookkeeping Audit and we’ll tell you exactly where you stand.
Investments starting at $350 per month
Bookkeeping FAQs
Trusting someone else with your books is a big step. Here's what we get asked most before practice owners make the leap.
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Essentials starts at $350 per month for up to 50 transactions and 3 bank or credit card accounts. Larger and multi-location practices receive a custom quote. If your books are behind, catch-ups are custom quotes.
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You're not the first, and it's never too far gone. Start with a $197 Bookkeeping Audit. We'll review where things stand and tell you exactly what it will take to get current.
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Very little. Snap and upload receipts to Dext as you go. We'll send a reminder on the 1st, you finish uploads by the 3rd, and your books are closed with a snapshot in your inbox by the 15th.
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Yes. We work with Jane, Owl Practice, SimplePractice, and most other practice software. We match what your software says you billed to what actually landed in your bank account.
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Insurance billing isn't part of our bookkeeping packages, but our billing team can take it off your plate. Either way, we reconcile every insurer deposit against your records, so you know exactly what's been paid.
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It depends on your profession and your province. Many registered health services are exempt, but not all. We categorize and reconcile your sales tax every year, and we flag anything your accountant should review.
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We only work with financial data, never clinical records, and we never enter client information into AI tools. For Canadian practices, we follow PIPEDA and provincial health-information standards. For US practices, we follow HIPAA-aligned security practices.
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Solo and group private practices, including psychologists, counsellors, psychotherapists, social workers, psychiatrists, chiropractors, physiotherapists, naturopaths, massage therapists, dietitians, and medispas.
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Not yet, but it's coming. Reach out to join the waitlist. In the meantime, your books stay tax-ready all year, and we work directly with your accountant at filing time.
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Our packages start with a 3 month commitment. That gives us time to set up your systems properly and show you a few months of clean results. After that, we review together and decide on next steps.
Ready for support that scales with you?
Let’s clear the chaos, simplify your systems, and make sure your business works as hard as you do.