Industries
Bookkeeping for Medical & Dental Offices in Menifee, CA
Monthly bookkeeping for private medical and dental practices, so you can focus on patients while your deposits, expenses and payroll stay organized.
What we handle
Bookkeeping for busy practices
- Recording patient payments and insurance deposits
- Reconciling merchant and bank accounts every month
- Tracking supplies, lab fees and equipment costs
- Recording payroll for providers and staff
- Monthly profit and loss statement and balance sheet
Bookkeeping services for medical & dental offices
Monthly Bookkeeping
Transactions categorized and accounts reconciled every month.
Learn more →Catch-Up Bookkeeping
Behind on your books? We bring past months current.
Learn more →Bank Reconciliation
Every account matched to your statements, line by line.
Learn more →QuickBooks Cleanup
Fix duplicates, wrong categories and unbalanced accounts.
Learn more →Payroll Support
Payroll recorded and reconciled correctly in your books.
Learn more →Tax-Ready Financials
Clean year-end reports ready for your CPA.
Learn more →Bookkeeping FAQs for medical & dental offices
Do you need access to patient records?
No. We work from your bank, merchant and accounting records. We do not need patient charts or clinical information to keep your books.
Can you match insurance deposits to my books?
Yes. We record insurance and patient deposits and reconcile them to your bank statements each month, so your income numbers are accurate.
Can you help with payroll records for my staff?
Yes. Our payroll support service records each payroll in your books and keeps your payroll records organized.
Spend your time on patients, not paperwork
Tell us about your practice and we'll send a free, no-obligation bookkeeping quote.