Opening : Monday to Friday 09:00 – 17:00 EST

Services

Compliance Services

Navigate financial regulations seamlessly while focusing on providing exceptional care. Trust us to handle regulatory complexities, allowing your practice to thrive within the unique landscape of healthcare and aesthetics.

Job Costing

Allocates expenses, helping you track costs for specific treatments and procedures while focusing on delivering outstanding care to your patients.

Sales Tax Filings

Accurate sales tax reporting, enabling you to focus on providing exceptional care while remaining compliant with sales tax regulations.

Accounts Receivable Bookkeeper

Expertly manages patient payments and outstanding balances, enabling you to provide top-tier care while maintaining strong financial stability.

Federal Income Tax Estimation

Calculates your tax liabilities, allowing you to focus on delivering exceptional care while maintaining financial compliance.

Basic Cash Flow Forecasting

Enabling you to manage resources effectively and focus on delivering quality care while maintaining strong financial footing.

Internal Control/ Systems Review

Evaluates your operations to ensure compliance, accuracy, and transparency, enabling you to provide exceptional care while maintaining robust financial controls.

KPI – Dashboard Advanced – Quick View

Delivers comprehensive key performance indicators (KPIs) in a user-friendly format, empowering you to make data-driven decisions while focusing on delivering quality care and achieving optimal financial outcomes.

Industry Trends

Offers insights into emerging trends, enabling you to adapt your strategies, enhance patient care, and maintain a strong financial foundation.

Tax Preparation – Personal

Ensures precise filings, allowing you to maximize deductions and meet individual tax requirements while focusing on delivering top-notch care to your patients.

Proactive Tax Planning

Anticipates tax opportunities, allowing you to strategize effectively, minimize tax liabilities, and focus on delivering quality care to your patients.

Payroll

Ensures accurate and timely payroll processing, allowing you to focus on delivering quality care while maintaining smooth financial operations.

Transaction Categorization

Precise classification of transactions, providing clear insights into your practice’s financial health while you focus on delivering quality care.

Work In Progress

Valuation of ongoing treatments and services, empowering you to make informed decisions while maintaining your commitment to exceptional patient care.

Financial Reporting

Detailed financial analysis, empowering you to make informed decisions and optimize your practice’s financial health while prioritizing patient care.

Inventory Tracking

Allowing you to focus on delivering exceptional care while optimizing resource utilization.

Accounts Payable Management

Timely processing of payments and supply orders, enabling you to focus on delivering quality care while maintaining strong financial operations.

Advanced Cash Flow Forecasting

Detailed predictions, empowering you to make informed decisions, optimize resources, and provide exceptional care while ensuring solid financial management.

Tax Structure Review

Analyzes your financial situation to recommend the most advantageous tax approach, allowing you to focus on delivering quality care while minimizing tax burdens.

Financial Statement Analysis

Provides in-depth assessments of your financial performance, enabling you to make informed decisions and optimize your practice’s profitability while delivering exceptional care.

Inventory Management 

Ensures accurate tracking and optimization of supplies, allowing you to focus on delivering quality care while maintaining effective resource utilization.

Grant Proposal Assistance

Helps you craft compelling proposals, ensuring you can access resources to enhance patient care and achieve your practice’s goals.

Strategic Planning Meetings

Collaborates with you to develop effective strategies, ensuring you can navigate challenges and seize opportunities while delivering top-notch care to your patients.

Cleanup Work

Expertly organizes and rectifies financial records, enabling you to make informed decisions and ensure accurate reporting while delivering exceptional patient care.

Account Reconciliation

Meticulously matches and verifies transactions, allowing you to confidently make informed decisions while prioritizing patient care.

Corporate Filings

Timely submission of necessary documents, allowing you to focus on delivering quality services while staying in accordance with industry requirements.

Accounts Payable Transaction

Timely and accurate processing of payments and expenses, allowing you to focus on delivering exceptional care while maintaining financial transparency.

Budget Creation

Strategically allocate resources, ensuring optimal financial management while delivering top-quality care to your patients.

Accounts Receivable Management

Adeptly handles patient payments and outstanding balances, allowing you to prioritize delivering exceptional care while maintaining strong financial health.

Cash Management – Banking

Optimal liquidity and secure financial operations, allowing you to focus on delivering quality care while maintaining a strong financial foundation.

KPI – Dashboard Basic – Quick View

Provides essential key performance indicators (KPIs) in an easily accessible format, allowing you to make informed decisions and focus on delivering quality care while monitoring your practice’s financial health.

Industry Comparison

Provides insights into key metrics, helping you gauge your practice’s competitiveness and make strategic decisions while focusing on delivering quality care.

Tax Preparation – Business

Ensures accurate filings, helping you optimize deductions and compliance while focusing on delivering quality care to your patients.

Product/Service Analysis

Evaluates the financial performance of your services, helping you make data-driven decisions to enhance patient experience and profitability.

IRS Notice & Audit Support

Assists you in responding effectively, minimizing disruptions to your operations while you focus on delivering exceptional care to your patients.

Training

Provides tailored training sessions, ensuring your team is equipped with the financial knowledge and skills needed to enhance operations and deliver quality care to your patients.

Want to Know More About Our Features? Get A Consultation!

We’ve worked with many medical spas and dental practices across the US, helping them maximize their profits and stabilize cash flow by implementing automated accounting & finance systems.