Our Bookkeeping Services
Everything Your Practice Needs
From monthly reconciliation to payroll and QuickBooks support — a full bookkeeping program built specifically for occupational therapy practices.
Bookkeeping Services
Everything Your Practice Needs
Comprehensive bookkeeping solutions designed specifically for occupational therapy practices.
Medical Practice Bookkeeping
Accurate monthly transaction recording and account reconciliation built around the rhythm of an occupational therapy practice — recurring treatment sessions, evaluations, and billing across pediatric and adult caseloads.
Insurance & Medicare Reimbursement Tracking
Track Medicare, Medicaid, and commercial insurance reimbursement timelines for evaluations, treatment sessions, and therapy plans of care, so nothing slips through the cracks.
Therapy Practice Budgeting
Realistic budgets built around your practice's actual costs — treatment supplies and equipment, clinician staffing, and seasonal swings in pediatric and adult caseloads — so you can plan ahead with confidence.
Provider Payroll & Compensation
Process payroll and 1099s for multi-therapist occupational therapy groups, contract clinicians, and support staff accurately and on time.
Multi-Location Practice Accounting
Consolidated and location-level financials for occupational therapy groups operating across multiple clinics, so you can see the whole practice or drill into a single site.
Accounts Receivable Management
Track patient pay, insurance reimbursement, and collections across every location to improve your cash flow visibility.
Financial Reporting & KPIs
Clear, easy-to-understand financial statements and the KPIs that matter for an occupational therapy practice, so you can see how you're performing and make informed decisions.
QuickBooks Expertise for Occupational Therapy Practices
Hands-on QuickBooks setup, cleanup, and ongoing management from a team that already knows how an occupational therapy practice's chart of accounts should be structured.
How It Works
Simple. Secure. Stress-Free.
Tell Us About Your Practice
Fill out our short form or give us a call.
Send Your Documents
Securely upload your financial documents.
We Handle the Rest
Our experts take care of your bookkeeping with accuracy.
Get Clear Reports
Receive monthly reports that keep you informed.
Focus on Your Patients
We'll handle the numbers so you can focus on care.
Ready to Simplify Your Bookkeeping?
Get a free, no-obligation quote today.