Medical & Dental Practices
You billed $80K last month. You'll collect maybe $55K. Eventually. We help you track what's real.
The Collection Gap
You saw 120 patients last month. You billed $85,000. Your practice management software shows it right there. But your bank account tells a different story.
Insurance pays part. Weeks later. At a contracted rate lower than what you billed. Then there’s the patient portion. Some pay. Some don’t. Some need three statements before they remember. By the time everything shakes out, you collected $54,000. Maybe.
The gap between billed and collected is where most practices lose track of reality. We help you see what’s actually coming in, not what should be.
Three Numbers for Every Dollar
You bill $500. The insurance contract says the allowed amount is $340. They pay 80% of that. The patient owes the rest but their card declines. You write off $160 as a contractual adjustment. Another $40 goes to bad debt eventually.
Billed. Contracted. Collected. Adjusted. Written off. Every procedure has multiple numbers attached to it. Your practice management system tracks the clinical side. Your books need to reflect what actually happened financially. Getting those to match is harder than it sounds.
Revenue Recognition
Revenue Recognition
When is revenue real? When you bill it? When insurance pays? When the patient pays? We set it up correctly so your books reflect reality.
Adjustments and Write-Offs
Adjustments and Write-Offs
Contractual adjustments, bad debt, refunds. These need to be categorized properly or your reports are meaningless. We track them right.
You Went to School for This?
Medical school. Dental school. Residency. Specialty training. Years of education to take care of patients. Nobody mentioned you’d spend your evenings reconciling insurance payments and figuring out why last month’s numbers don’t add up.
Most practice owners are still seeing patients full time. The business side happens in the gaps. Early mornings, late nights, weekends. Or it doesn’t happen at all until something forces it.
Who We Work With
Who We Work With
Medical clinics, dental offices, specialists, chiropractors, optometrists, physical therapists, mental health practices. Solo practitioners and small group practices.
Where You Are
Where You Are
Running a busy practice but too deep in patient care to stay on top of the financials. The books are behind and you know it.
Two Systems, One Reality
Your practice management software knows every claim, every payment, every adjustment. Your accounting software is supposed to reflect the same thing. They never quite match. End of month comes and someone has to figure out why you’re off by $4,300.
We reconcile between the two. Production reports, deposit reports, adjustment reports. We tie them together so your books actually reflect what your practice is doing. When your accountant asks a question at tax time, you have an answer.
Monthly Reconciliation
Monthly Reconciliation
Practice management to bank to books. Every month. Discrepancies caught and explained, not ignored until they compound.
Payroll
Payroll
Staff, hygienists, associates. Different pay structures, benefits, and tax situations. We handle it so payday isn’t another thing on your list.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.