Bookkeeping Packages Built for Healthcare Practices at Every Stage
Whether you're a growing solo practice or a multi-provider group, we have a service plan that meets you exactly where you are. Every package is designed to give you accurate books, on-time reports, and the kind of financial clarity that lets you lead your practice with confidence.
Which Package is Right for You?
We offer three levels of service - each builds on the last. Use this quick guide:
| IF YOU NEED... | CHOOSE... |
| Tax-ready books, reconciled accounts, quarterly reports | CORE BOOKKEEPING |
| Everything in Core + monthly reports, KPI tracking, paperless receipts | PRO BOOKKEEPING |
| Everything in Pro + monthly financial analysis, cash flow forecasting, quarterly strategy sessions | ENTERPRISE ELITE |
Honest About Our Scope
We're committed to doing one thing exceptionally well: bookkeeping and financial guidance. Here's what we don't handle:
- Tax preparation and filing (we hand off clean, tax-ready books to your CPA by February 15th)
- Payroll processing (we partner with payroll providers and integrate their reports into your books
- Audit representation
- Legal or investment advise
If you need a referral for any of these services, just ask - we have trusted partners we can connect you with.
Frequently Asked Questions
How quickly can we get started?
Most new clients are fully onboarded within 1–3 weeks of our first conversation. If your books need cleanup first, we'll scope that separately.
What if my books are months behind?
We handle cleanup work regularly. We'll assess your situation during the discovery call and quote any cleanup work as a one-time project before ongoing services begin.
Do you work with practices outside of healthcare?
Our specialty is healthcare, but we occasionally accept select non-healthcare clients when it's a strong fit. Reach out and we'll talk.
What accounting software do you use?
We work primarily in QuickBooks Online — Brenda is a Certified QuickBooks Online ProAdvisor. If you're on a different platform, let's discuss during the discovery call.
Can I upgrade or downgrade my package later?
Absolutely. As your practice grows or your needs shift, we'll adjust your package together. No long-term contracts — just a 30-day notice if you ever want to change.
Who will actually be doing my books?
Brenda personally oversees every client engagement, supported by a carefully chosen team. You're never just "another file" — every client gets attention and care.
Not Sure Which Package Is Right?
Let's Talk.
The best way to know which level of service fits your practice is a quick conversation. Tell us about your practice, where you're stuck, and what success would look like — and we'll recommend the right path forward.
No pressure. No sales pitch. Just clarity on whether working together makes sense.