Services

Every practice has unique needs - there is no "one-size fits all" solution.

During our scheduled call I will guide you through a conversation that will help me understand your practice better and we can discuss your individual needs.

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If you are operating in different systems - Billing in your secure software and your expenses and the rest of your Chart of Accounts in QuickBooks - I can work with you to implement Summary Accounts Receivables in QBO.

I can help bridge the gap between billing software and financial clarity once and for all.

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The services I provide:

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• QBO Diagnostic Health Check - No Pressure / No Obligation / No Pressure

  • We will go over my analysis, and you will decide your next steps

• Full Clean up by Calendar Year​​

  • Your books will be pristine for the year(s) that were cleaned up, according to GAAP standards​

  • We will meet to go over the changes and any recommendations for future workflows

• Once the clean up has been completed, you will decide what level of support works for you by choosing:

  • Monthly bookkeeping services

    • specifics to be discussed and agreed upon

  • Training your staff to utilize the new workflows and processes​​ for DYI going forward

  • Monthly check in to make sure there are no red flags & account reconciliations

  • Quarterly check in to make sure systems and processes are still in place

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​🛡️My dedicated computer is secured by Microsoft 365 Business Premium with a signed BAA for HIPAA compliance.

🛡️All correspondence is encrypted / OneDrive used for secure storage of reports

🛡️The processes I have in place ensure that no PHI or PII will ever be present in QBO.

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