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Why a Virtual Bookkeeper?

As a virtual bookkeeping practice we pride ourselves on providing extensive support and attention to your business' books while saving you time and money. It is our priority to ensure your books are in order so you have peace of mind about your numbers. Here are just some of the benefits in hiring a virtual bookkeeper:

✓ You'll have time to focus on growing your patient base because you won't have to do the meticulous and confusing task of bookkeeping.

✓ You'll save money by having an up to date accurate record for your accountant.

✓ You’ll have an opportunity to increase your profitability. 

✓ You'll be less stressed about taxes knowing that an expert you can trust has it handled. No more postponing or stressing come tax time!

✓ No more chasing down payments from insurance or patients. You will have efficient support in tracking down and collecting those missing funds.

✓ You’ll finally have full clarity of your Profit and Loss and Cash Flow so you can find where you are spending the most and where you are saving.

✓ If you hate paying the bills. You will have a trusted business partner to manage getting those paid.

✓ Flexible availability to answer your questions or assist in any needs.

All packages and services are tailored to your specific practice needs. 

 
 

Healthy Books

Getting your books back in order has never been simpler.

  • Unlimited support via email

  • Free initial meeting

  • QBO file review and health check

  • Quick clean up of QBO file or setup (up to 2 hours)

  • Debit & Credit entries (up to 500 transactions in one month across all accounts)

  • Reconciliation of all accounts

  • Accuracy checks

  • Monthly financial statements

  • As needed meetings or video walk throughs (at minimum quarterly)

Thriving Financials

There’s nothing like knowing your numbers.

  • Unlimited support via email

  • Free initial meeting

  • QBO file review and health check

  • Clean up of QBO file or setup (up to 5 hours) 

  • Debit & Credit entries (500 +)

  • Reconciliation of all accounts

  • Quality control accuracy checks

  • Monthly financial statements

  • Subscription to best practice software (i.e. QBO, Hubdoc, etc.) rolled in

  • Regular integrated meetings and or video walk throughs of financials

Fix it & Add on

Lets get you back on track and handle all the extras.

  • Accounts receivable

  • Accounts payable

  • Payroll 

  • Clean up services

  • Customized financial reports

  • Budget tracker and benchmarking