Medical practice bookkeeping · United States
Medical practice bookkeeping with insurance payments matched to the bank.
Get a free bookkeeping health check
Tell us about your practice — providers, locations, how insurance and patient payments reach you, and the software you use. We come back with what is clean, what is not, and a flat monthly fee.
Insurance and patient payments matched to what actually reached the bank, income seen by payer, costs coded to the location or provider they belong to, and a monthly close a CPA has checked.
- Insurance deposits matched to remittances
- Income by payer and self-pay
- Costs by location or provider
- CPA review before every close
5.0 from 14 Google reviewsCPA-supervised · QuickBooks ProAdvisor“Exceptional bookkeeping services company that has significantly saved us time by keeping up with records. Highly recommended for bookkeeping!”
Medical practice bookkeeping in the software you run
What medical practice bookkeeping includes
Everything in our bookkeeping service, set up for how a practice gets paid — by insurers and by patients, often weeks apart — for one flat monthly fee.
Insurance deposits matched
Each insurance deposit matched to the payer's remittance total, so income in the books is money that reached the bank.
Patient payments recorded
Copays and self-pay payments from your card processor recorded and tied to deposits, with processing fees shown as a cost.
Income by payer
Revenue split by insurer and self-pay, so you can see which payers the practice depends on.
Costs by location or provider
Rent, supplies and staff costs coded to the location or provider they belong to.
Bank and card reconciliations
Every account tied to its statement, every month.
A monthly close on a fixed date
Agreed up front, so you know when the numbers will be ready.
Monthly financial statements
Profit and loss, balance sheet and cash flow after every close.
CPA review before sign-off
A CPA checks the close before it reaches you.
How our bookkeeping service works
- 01
Free health check
A short call. We map your software, transaction volume and industry, and what “caught up” should mean for you.
- 02
Books review and plan
We look at your current books, flag any cleanup, and agree a close calendar and a flat monthly fee.
- 03
Meet your bookkeeper
Your dedicated bookkeeper tightens the chart of accounts and bank feeds so the first close is clean.
- 04
Monthly bookkeeping, on time
Reconciled books and financial statements on the same date every month, CPA-reviewed.
- Google rating
- 5.0Google rating
- Verified reviews
- 14Verified reviews
- Trained review discipline
- Big-4Trained review discipline
- Reply time, Mon–Fri
- 1 dayReply time, Mon–Fri
What clients say about working with Fincera
Every quote is a client’s own words from our Google Business Profile. Anything in square brackets is ours, not theirs.
“We hired them for a short term project for bookkeeping catch up work. They were so professional that now they handle our full accounting function at very reasonable rates.”
Rafay AshrafVerified Google review
“[The founder] and Julia were very quick and responsive. They were able get to my budget and get the work done fast and efficiently.”
Sam SamsonovVerified Google review
“I hired [Fincera] to help me close the books on one of the five companies that I manage. They are very professional, reasonably priced, and once they completed that scope of work, I've now given them two more companies to assist me with.”
Robert KurlandVerified Google review
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Running something else?
If your business closes its books every month, we can keep them. Tell us what you run.
Ask about your business
Medical practice bookkeeping questions, answered
Do you do medical billing or insurance claims?
No. We keep the books: we record what insurers and patients have paid and match it to the bank. Submitting claims and working denials stays with your billing team or billing company.
How do you match insurance payments?
Each deposit from an insurer is matched to the payer's remittance total for that payment, so a deposit that doesn't match is found the month it happens rather than at year end.
Can you split the numbers by location or provider?
Yes. Income and costs can be tracked by location or by provider, so each one's results can be seen on their own.
How much does medical practice bookkeeping cost?
There is no package price. A flat monthly rate is scoped to your transaction volume, the number of entities and accounts, and the starting condition of your books. The free health check produces that number, with any cleanup quoted separately and up front.
Is our financial data safe with you?
Yes. We use 256-bit encryption and multi-factor authentication, and access is limited to the people working on your account.
Ready to hand over your practice's books?
A short call about how payments reach your practice, your locations and your software, and a flat monthly number for keeping it all reconciled. If we are not the right fit, we will say so.