As the Office Manager of a busy dentistry or medical practice, you are the Chief of Staff. You know that if the nursing care is subpar, the Doctor’s surgery won't matter—the patient won't recover. You shouldn't be the one "changing the bandages" on the bookkeeping. Your talent is needed in patient experience, staff management, and clinical flow. By bringing in a professional "Financial Nurse," you ensure that:
The Vitals are Always Known: You’ll know exactly how much "oxygen" (cash) is in the tank at any given moment.
The Doctor is Efficient: Your CPA’s billable hours will drop because we’ve done the heavy lifting of organization.
The Practice is Healthy: You can stop operating blindly and start making strategic decisions based on real-time health data.
Many from the medical who manage practices tell us, "We have a CPA who does our taxes/audit, so we are fine." But that is like saying, "I have a heart surgeon I see once a year, so I don't need to brush my teeth or exercise daily." For your business and practice to stay healthy and well, you need the Nurse (Relax It's Handled) managing the day-to-day health so that when the Doctor (CPA/Attorney) arrives, they can give you a clean bill of health and no cleanup projects at their firm's healthy billing rates.
Let's see why this is the best prescription for the practice you manage:
The Doctor (your CPA or tax attorney) is a specialist. They are brilliant, highly trained, and expensive! They arrive once or twice a year for the "major surgery" or the Annual Tax Return. They look at the high-level charts, perform the necessary procedure to keep the IRS at bay, and then move to the next operating room. A doctor doesn't sit by the patient’s bedside. A Doctor isn't there at 2:00 AM when the patient’s "fever" starts to spike (overhead). They don't notice the subtle, daily changes in "blood pressure" (cash flow) that signal a problem weeks before it becomes a crisis. If you only see the Doctor, then you are getting a diagnosis of where you were, not a plan for where you are going.
Think of your practice as the patient. The bookkeeper is the Nurse who is there by the bedside every single day. This is where our certified financial coordinator comes in. As your financial "Nurses," we are the ones at the bedside of your practice every single day.
While the Doctor focuses on the surgery, we focus on the vitals:
The Daily Check-up: We monitor every transaction, ensuring the "pulse" of your accounts is steady and reconciled.
Preventative Care: We spot the "infections" early—the duplicate subscriptions, the unrecorded expenses, and the billing discrepancies—before they require a costly emergency procedure from the CPA.
The Charting: When the CPA (The Doctor) finally arrives for tax season, they don't have to spend hours searching for data. They walk in, look at our perfectly maintained "patient charts" (your clean Balance Sheets and P&Ls), and can get straight to work, saving you money.
CPA = High-level, periodic, expensive.
Bookkeeper = Daily, preventative, foundational.
The Result: A "bankable" practice that is ready for growth, just like a patient who has received world-class care from a dedicated medical practice.
The team at Relax, It's Handled has been supporting medical practices day in and day out for over two decades, and we stand ready to help you at every stage. We provide specialized nursing care that your practice’s finances can afford. We don't just "do the books," but we help monitor the heartbeat of your business so you and your practitioners can focus on what you do best: healing your patients.
Is your practice due for a check-up? We would love to offer you a complimentary second opinion today!