Medical & Dental Practices
You spent years learning to care for patients. Now you also manage payroll, equipment loans, and a growing stack of expenses that nobody taught you how to track.
The Practice Behind the Practice
You went to school for a long time. Dental school, chiropractic programs, optometry, physical therapy. The training is rigorous, specialized, and focused entirely on patient care. What it doesn’t cover is how to manage the financial side of running your own practice. That part you figure out on the fly.
A practice is a small business with big overhead. There’s payroll for clinical and administrative staff, equipment leases and loans, office space, supplies that get used every day, malpractice insurance, licensing fees, and continuing education requirements. All of it needs to be tracked, categorized, and reported accurately. Most practice owners are too busy treating patients to give the books the attention they need.
Who This Covers
Who This Covers
Dentists, chiropractors, optometrists, physical therapists, and other healthcare practitioners running independent practices in Long Beach, the South Bay, and Greater LA. Solo providers and small group practices alike.
What Makes It Complex
What Makes It Complex
High fixed costs from equipment and office space. Multiple staff roles with different pay structures. Supply expenses that fluctuate month to month. Revenue that arrives on different timelines depending on the payer. All of it needs clean tracking to see how the practice is actually performing.
Your Day Is Already Full
You start seeing patients in the morning and you’re booked through the afternoon. Between appointments, you’re reviewing charts, talking to staff, handling something that came up with a vendor or a piece of equipment. By the end of the day, the last thing you want to deal with is a pile of receipts or a QuickBooks login screen.
That’s how bookkeeping falls behind. One month turns into three. Transactions pile up uncategorized. Bank statements go unreconciled. When tax season arrives, the scramble begins. If your books are already behind, we can get them caught up and then keep them current going forward. We step in to keep the financial side running on a steady schedule so nothing falls apart while you focus on patient care.
Monthly Bookkeeping
Monthly Bookkeeping
Transactions categorized, bank and credit card accounts reconciled, and financial reports delivered every month. Your profit and loss statement and balance sheet stay current without you having to touch them. Everything runs through QuickBooks Online so it’s organized, accessible, and easy to review.
Bill Payment and Invoicing
Bill Payment and Invoicing
We manage accounts payable so vendor bills, supply orders, and recurring expenses get paid on time and recorded properly. If your practice invoices patients or other entities directly, we handle the tracking and follow-up on outstanding balances so nothing slips through.
Where the Numbers Get Complicated
Healthcare practices carry expensive equipment. A dental chair, an X-ray machine, a laser therapy unit. These are capital assets that need to be depreciated over their useful life, not expensed in the year they were purchased. Getting this wrong throws off your profit and loss statement and can create problems on your tax return. If you’ve financed the equipment, the loan payments need to be split between principal and interest and recorded correctly on the balance sheet.
Payroll is another area that gets complicated fast. A typical practice has a mix of licensed professionals, clinical assistants, and front desk staff. Some may be salaried, others hourly. There might be associate practitioners who are compensated differently. Tracking hours, calculating withholdings, and making sure payroll runs accurately every period takes consistent attention. Add in continuing education reimbursements or benefits tracking and the administrative load grows quickly.
Equipment and Depreciation
Equipment and Depreciation
Capital assets tracked and depreciated properly. Loan payments split between principal and interest. Equipment purchases categorized correctly so your financials reflect reality and your tax return holds up under scrutiny. When it’s time to buy or replace something, you’ll know exactly where the practice stands financially.
Staffing and Contractors
Staffing and Contractors
Multiple staff types with different compensation structures need careful tracking. Contractor payments get tracked for 1099 preparation at year-end.
What Changes
Your financial picture becomes clear. Monthly reports show exactly what the practice brought in, what it spent, and what’s left. You can see whether overhead is growing, whether supply costs are creeping up, and whether the practice is trending in the right direction. Decisions about hiring another team member, upgrading equipment, or expanding your space come from real numbers instead of gut feelings.
Tax season stops being stressful. Your books are already organized, reconciled, and ready to hand off to your tax preparer. No last-minute scramble, no guessing, no reconstructing months of missing records. You walk into that conversation with a clean set of financials and a clear picture of where the practice stands. That’s what consistent, reliable bookkeeping does for a healthcare practice.
Clear Financial Reporting
Clear Financial Reporting
Profit and loss statements and balance sheets that reflect the actual performance of your practice. Monthly closes so you always know where things stand. When you’re considering a big decision, the numbers are there to support it instead of leaving you guessing.
Prepared for Tax Time
Prepared for Tax Time
Books organized and reconciled throughout the year. When your accountant or CPA asks for financials, everything is ready. Equipment depreciation schedules are current. Contractor payments are documented. No backlog, no cleanup, just clean records that make tax preparation straightforward.
Long Beach's Trusted Bookkeeping Partner
The Next Step:
A Quick Discovery Call
Tell us where things stand with your books. We'll listen, ask a few questions, and give you a clear quote to get it handled.
