Summer Peaks

OUTSOURCED ACCOUNTING · NATIONWIDE REMOTE SERVICE

Accounting for Medical & Dental Practices

Practice owners need a clean financial view that connects collections, staffing, clinical costs, equipment and cash—not another administrative burden.

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WHERE THE FINANCIAL SYSTEM BREAKS DOWN

Six problems we would look for first.

Collections do not match production

Reconcile financial receipts and processor activity so the accounting reflects cash actually collected.

Payroll is the biggest cost but not a management view

Separate wages, employer costs and staffing trends so labor decisions have context.

Lab and clinical costs move unpredictably

Track material direct costs consistently and review changes against practice activity.

Equipment creates long-term obligations

Keep loans, leases and capital purchases visible in the financial picture.

Reports arrive too late

Build a dependable month-end close and short owner review.

The practice manager and owner are carrying too much finance admin

Clarify accounting workflows, document handoffs and remove repeat manual work.

OWNER VIEW

What should become easier to see?

  • Collections and cash
  • Payroll and benefits
  • Lab/clinical supply trends
  • AR or receivable signals available to the practice
  • Equipment debt/lease obligations
  • Monthly operating profit and cash outlook

WHAT THE WORK CAN INCLUDE

Flexible scope, practical outputs.

  • Monthly bookkeeping and reconciliations
  • Catch-up and cleanup
  • Accounts receivable and payable workflows
  • Financial statements and owner reporting
  • Cash-flow visibility and forecasting
  • Accounting process improvement and automation

FREE CONSULTATION

Talk through what you want handled.

A relaxed 30 minute conversation about the accounting work you want off your plate. No obligation and no oversized package required.

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