Private practices
Bookkeeping for medical, dental and therapy practices
A private practice runs on insurance payments that arrive late and in pieces. The books should show what you are owed, what you earned and what is left for you.
Insurance money in, patient details out
We work from deposit and payment summaries, not patient charts. Bookkeeping does not need diagnoses or treatment notes, and we ask you not to send them. If your billing software exports a report, we use totals by payer and by period.
If you are subject to health privacy rules, ask your compliance adviser how to share financial reports. We keep the books free of patient information so there is less to protect.
What we track
Insurance and patient payments, money still owed by each payer, equipment and lease costs, supplies, staff pay and the owner's own pay. A monthly report that separates collections from billing shows whether the practice is really doing as well as the schedule suggests.
Owner pay, payroll and taxes
Practice owners often wear several hats: employer, contractor client and owner. We keep payroll, contractor payments and owner draws or distributions separate and clean, so your tax professional can do their work without a clean-up first.
Related
- Bookkeeping for catch-up work
- Books for a bank or SBA loan
- Bookkeeping health check
- Bookkeeping guides
- New Jersey bookkeeping by county
General information, not legal or tax advice. Rules change; confirm with the agency, lender or your professional. Updated October 2026.
FAQ
Common questions
Do you need access to patient records?
No, and we ask you not to send them. We work from payments, deposits and summary reports.
Can you work in the software my practice already uses?
We work in QuickBooks Online, Xero and similar platforms. Your practice software for scheduling and billing stays as it is.
Do you prepare practice tax returns?
No. We keep the books and give your tax professional what they need.