Reconciled & Relaxed
Relax, It's Handled keeps your books in order & your worries away.
Your Practice needs a Financial Nurse
You shouldn't be the one "changing the bandages" on the books, or worrying about whether everything is in order with the finances. Your talent is needed in patient experience, staff management, and clinical workflow oversight.
As your financial "Nurses," we are the ones at the bedside of your practice every single day. So do yourself a favor and get reliable help monitoring every transaction to ensure your accounts' "pulse" stays steady. A dependable overseer to spot the "infections"—like unrecorded expenses—before they become chronic. And a dependable team of caregivers performing the preventive maintenance that keeps your financial practices in good order.
RISK-FREE CONSULTATION
We love serving and supporting medical professional and operational managers and stand ready to help tackle most accounting challenges that they face. We off risk-free consultations and often times if its a good fit trial service agreements to demonstrate our ability to help you get things done on schedule, on standard, and in the right sequence.
Convenient Options
Our customer success team stands ready to hear what challenges face you today.
On Schedule, On Standard, and in Sequence
Our team handles both basic bookeeping and "full-charge" or "full-board" accounting for our clients. For the basics we process all the transaction categorization, account reconciliations, and produce the reporting requirements accompanied with the supporting documentation (compilation) for operational maager(s) and owner(s). Additionally, we commonly perform end of year close out and tax preparation packages in support of CPAs from our technicians that have completed the Intuit tax level 2 preparers certification.

Yes, this is common and referred to as "Cleanups" in the accounting word. Our bookkeeping experts can handle your books at any stage and bring them up to date.
In general, our support is retained for between $300-$1,200 per month. Our support rates are aligned with the transaction history from your bank statements over last 13-months. Our agreements then are aligned with the average number of monthly transactions in order to offer the most relevant and competitive rates. This approach and leveraging technology has allowed to effeciently price our rates at levels that accounting firms and internal employees cannot match.
All of our clients are assigned a recurrihng day of the week when we cleanup all of the pending transactions making sure they are categorized correctly to the company's chart of accounts. A regular rythem of communication is set around this recurring weekly workflow so it can become reliable and consistent in your operational workflow. In addition, we have on-demand chat support and technical scheduling availability via our website for your convenience. Typically, we schedule 10-minute monthly compliation conversations to review the overall outlook from the previous month activities and make any adjustments that are needed. Our level of service agreement dictates that email correspondence is monitored and replied to with in 48 hours.
Yes, we have supported the management teams of medical care clinics that provide direct, hands-on health service to patients for over 20 years. We understand the heavy daily demands that licensed professionals such as doctors, nurses, and therapists alongside the unique circumstances that office and general managers face in the day-to-day. We support private practices, direct primary care, home health agencies, and various specialty clinics.
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