Frequently Asked Questions
Why does this cost more than a basic bookkeeper?
Our work is structured around a disciplined monthly close, accrual-based reporting, and tax strategy that runs alongside the books year-round, not in a scramble every March. You're not paying for more data entry. You're paying for financial reporting that's accurate, on time, and worth reading.
If you need transactions entered, there are cheaper options. If you want books closed by the 10th with reporting you can actually make decisions on, this is built for that.
What exactly do you do?
We provide ongoing monthly bookkeeping, a disciplined month-end close, and coordinated annual tax preparation under one structure. Your books are maintained on an accrual basis and closed on a predictable schedule so you understand performance while it still matters.
Depending on your plan, we also provide structured advisory and performance review throughout the year.
Do you prepare tax returns?
Yes. For clients in our Bookkeeping & Tax and Bookkeeping & Advisory plans, we handle two returns: one business tax preparation and your individual return. Because we maintain your books throughout the year, tax filing becomes a continuation of the work, not a scramble in March.
When will my books be closed each month?
Your books are closed on a fixed monthly schedule established during onboarding, with a guaranteed delivery by the 10th business day (or that month is free).
Late, reactive financials defeat the purpose of accounting. Our model is built around consistency and timeliness.
Do you handle payroll?
We do not process payroll directly.
We recommend and support a variety of payroll providers including Gusto, SurePayroll, and BambooHR. These are sufficient for most practices and we can help you set it up properly. We ensure payroll is structured correctly and recorded accurately in your books so labor reporting and your staffing KPI reflect reality, not payroll timing.
Do you manage accounts receivable or insurance billing?
No. Patient billing, insurance claims, and collections remain inside your practice management system. Our role is ensuring revenue is properly mapped, reconciled, and reflected accurately in your financial reporting.
What software do you use?
We use QuickBooks Online.
If you're on another platform, we can manage a structured transition. We also align your accounting system with your practice management system and payroll provider to ensure reporting stays consistent.
How does onboarding work?
Onboarding begins with a system review and historical cleanup of the last month (we can do up to 12-18 months, but that is an additional onboarding fee). We align your chart of accounts, revenue mapping, payroll structure, and reporting standards.
Once systems are clean and aligned, we move into the recurring monthly close cycle. The goal is stability, not endless adjustments.