Accounting & Administrative Outsourcing
Online bookkeeping services to track the now and practice analytics to prepare for the future.
Learn how to use your numbers to drive your practice forward.
Are you tired of keeping up with the books yourself? Do you want a better understanding of what your numbers are really saying? How would you like to track the metrics that drive your profitability and be able to have the information to make informed business decisions that directly impact your bottom line? Take the guess work out of your practice and begin to use online bookkeeping and analytics to make meaningful, data-driven changes.
Taking over bookkeeping duty is only the beginning of the process. Once we have your books running smoothly, you need to put that information to good use. That’s where we thrive. We take a deep look into how your financial function and day to day operations fit together to ensure they are optimized to the fullest potential. Using the numbers and our analytical tools, we analyze what actually drives your profitability and help you make the decisions to grow your practice.
Here’s how it all works.
Online Bookkeeping
We completely take over the burden of keeping up with the books. At the beginning of the month we will sync your bank and credit card statements to begin the categorization and reconciliation of ongoing transactions. Throughout the month we’ll manage your documents to make sure your accounts align, including transaction classification and any necessary adjustments you may need.
Thrive Meeting
Shortly after month-end, we meet with you to discuss the analysis of the previous month’s financial and operating results. We communicate the opportunities that we’ve taken note of and help you implement strategies in order to capitalize on those opportunities and grow your practice.
As you grow there are more things that you may need. We offer add-ons that will help you get even more time back.
Bookkeeping Cleanup
Do you ever wish you could hit the reset button on your books? Well, we can offer that. no matter what the circumstance, we can get your books back to where they need to be.
Billing
Want to save time and improve your cash flow? It starts with accurate and timely invoicing. Using the latest billing apps, we can streamline your invoice and cash application process to ensure you are getting everything you’ve worked for.
Payroll
Tired of having to worry about running payroll every week? We offer a full payroll solution using your dedicated bookkeeper and the latest technology in payroll software.
Collections
Ever get tired of chasing down those patients that never seem to pay on time? Our streamlined collections process will reduce your delinquent accounts and keep your customer relationships in a good place.
Employee Expenses
Update your expense reporting system and see the time and cost efficiencies immediately. Strengthen your controls and improve your expense policies.
Bill Pay
Unfortunately, check runs are a necessary evil in operating your practice. Using the latest bill pay software, we can integrate with your bank accounts and accounting system to make the process seamless. You will immediately feel in control of your cash flow.
Controller
As your practice grows, you can automate as many processes as you want, but some scenarios require the technical skill-set that a controller can offer.
CFO
Turn your practice into a household name. As growth opportunities present themselves allow your CFO to help you develop the vision and strategic direction to take your practice to the next level.
Tax Services
Tax rules and regulations aren’t getting any simpler, but we’re here to help. We offer the latest tax advice and updates to help you get the deductions and credits that you deserve. Rest easy knowing that you’re not over-paying on the income that you’ve earned throughout the year.
Get back to being the visionary that got you here.
Relax knowing that your books are in good hands and that you have a qualified professional consistently analyzing ways to improve.
Have a great idea that will put your practice on the map? Use us as a sounding board to help you put it into action. We are your CFO, COO, and your business partner.
Already found your perfect office manager?
Sometimes a practice already has someone who is a dynamite office manager. Explore our reinvention services to make sure that they have all of the right tools in place and are utilizing them to the fullest.
Consider equipping them with the the right practice analytics to be able to take a deeper look at the health of your practice.
Any questions?