You Take Care of Your Patients.
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 reconciling insurance deposits.
You Didn't Open a Practice to Become an Accountant.
You spend your days seeing patients, then your nights trying to figure out which insurance payments came in, which claims are still outstanding, and whether you can afford to hire another clinician. Your practice management software says one thing, your bank account says another, and you're never quite sure what you're actually taking home.
Generic bookkeepers don't understand how practices get paid, and that confusion is costing you time, money, and peace of mind.
Bookkeeping That Understands How Practices Actually Run
Insurance & Patient Payment Reconciliation
We match deposits from insurance companies, patient payments, and card processors to what's in your practice management system, so nothing slips through the cracks.
Practice-Specific Categorization
Clinical supplies, continuing education courses, licensing fees, malpractice insurance, and contractor clinician pay, all tracked correctly.
Monthly Practice Reports
Profit & loss, cash flow, and key metrics like revenue per clinician and overhead percentage, explained in plain English.
Payroll & Contractor Support
Clean records for clinicians, ready for your payroll provider and your CPA.
Tax-Ready Books
Organized year-round and ready to hand off, including support for owner pay and quarterly estimates.
Check-In Calls
20 minutes 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. Book Your Complimentary
Practice Review
We'll learn about your practice, your payer mix, and the systems you're using now.
2. Onboard in 7 to 14 Days
Securely connect your bank accounts and practice software. We work with Jane App, Owl, SimplePractice and many more, and we'll clean up anything that needs attention.
3. We Handle It Monthly
Your books are updated every month, and your reports arrive by the 15th.
Ready to Hand Off Your Books?
Private practice bookkeeping starts at $350 CAN per month for solo and small group practices. Larger groups and multi-location practices receive custom pricing. Behind on your books? Catch-up packages are available.
We work exclusively with healthcare professionals and private practices, and we cap new client onboarding each month to keep quality high.
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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We don't handle claims submission or billing, but we reconcile every insurance deposit against your records so you know exactly what's been paid. If you use a billing company, we coordinate with them directly to help you plan ahead, manage your cash flow, and make informed decisions
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We only work with financial data, never clinical records. For Canadian practices, we follow PIPEDA and applicable provincial health-information standards; for US practices, we follow HIPAA-aligned security practices and sign a Business Associate Agreement (BAA) where required.
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Therapists and group mental health practices, chiropractors, dentists, physical therapists, dietitians, and other private healthcare and wellness practices.
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We don't file taxes, but we keep your books tax-ready and work directly with your CPA. Need a CPA who knows practices? We can refer you.
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Service is month-to-month with 30 days' notice to cancel.
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.