Bookkeeping Services

• Medical & radiology practices, diagnostics, physician groups
• Professional services (law, consulting, marine services)
• Multi-entity owner-operators (LLC, S-Corp, partnerships)

• Monthly close: bank/CC recs, AP/AR sync, payroll entries.
• Healthcare-ready: COA & accruals (prepaids, fixed assets).
• KPI pack (MTD/QTD/TTM): revenue, gross margin, AR days, cash runway
• Year-end tie-out: tax-ready PBC pack for a clean filing

• Cleanup & setup – Fix the COA, catch-up entries, integrations.
• Monthly rhythm – Reconciliations, adjustments, close memo.
• Visibility – Dashboard + owner review; action items highlighted.
• Tax-ready – No scramble.  Ready to file any day.

• Deep healthcare/service experience in Davie & West Broward
• Senior-led, boutique, proactive (not “set-and-forget”)
• Fast answers, clean workpapers, and fewer tax surprises
• Real-time accounting
• Tax Ready any day

• Can you work with my existing QBO file? Yes—cleanup included in onboarding.
• How long is cleanup? Typically 2–6 weeks, volume-dependent.
• Do you integrate with EHR/billing? Yes—summary GL entries; detailed AR stays in your system.

• Essential – Monthly close + standard reports
• Growth (most popular) – Essential + dashboard + quarterly review
• Practice+ – Growth + revenue cycle metrics + cash-flow forecast
  Pricing finalized after a quick scoping call.

We were appointed by a South Florida radiology practice that had been using a generalist accountant. Within the first month we rebuilt the chart of accounts to track modality-level margins, instituted a monthly close with reconciliations and a one-page close memo, and layered in radiology benchmarks (gross margin, payroll %, tech supplies/scan, AR days). That visibility surfaced excess expenses and coding errors, enabled vendor renegotiations, and cut run-rate costs—driving stronger EBITDA margins and audit-ready books the owners now review every month.

Provided strategic tax planning services for a local healthcare provider facing escalating tax liabilities. Developed a tailored plan that utilized tax credits and deductions effectively, resulting in a 20% reduction in tax expenses while ensuring compliance with federal and state tax regulations.  This was only possible due to the strong accounting foundation we had in place.

Collaborated with a rapidly growing tech startup to create a dynamic financial strategy that supported their expansion goals. Focused on optimizing resource allocation and implementing financial forecasting tools, the strategy bolstered investment attractiveness and facilitated successful rounds of funding.  This was only possible due to the strong accounting foundation that we put in place from the onset.