Financial Health Made Simple for Healthcare Providers & Small Businesses

Our Financial & Accounting Services

End-to-end financial management with monthly dashboards and year-end tax prep.

Real-time expense tracking, bank reconciliations, and financial reporting.

Setup, cleanup, and training for QuickBooks Online/Desktop.

Balance sheets, P&L statements, and cash flow analysis tailored for clinics.

Forecast cash flow gaps, optimize working capital, and avoid liquidity crises.

Automate invoicing, vendor payments, and patient collections.

HIPAA-compliant payroll processing with tax filings and benefits administration.

Sales tax, payroll tax, and annual returns – filed accurately and on time.

Migration, setup, and ongoing support for Xero users.

Audit-ready financials with HIPAA/GAAP compliance and fraud prevention.

Certifications:
✅ QuickBooks ProAdvisor | ✅ Certified Public Accountant (CPA) | ✅ Xero Certified Advisor | ✅ HIPAA Compliant
Results That Matter:
- “98% client retention rate since 2020.”
- “$2M+ in tax savings identified for clients last year.”
- “40% faster month-end closing with our automated workflows.”

Consultation: Identify pain points like cash flow gaps, payroll errors, or tax risks.
Custom Plan: Match you with services like QuickBooks cleanup or payroll automation.
Implementation: Migrate data, set up software, and train your team.
Ongoing Support: Monthly reviews, real-time dashboards, and annual audits.