Who we help · Healthcare Practices
Between patients, EHR billing, and insurance reconciliation, the last thing you need is to be reconciling your own books at 9pm. We handle the back office so you can run the practice.
Common things we see
Reconciliation
Patient money arrives in three waves — co-pays at the front desk, insurance EOBs weeks later, patient statements after that. We reconcile what your EHR billed against what actually hit the bank, so you know what you were really paid.
Owner pay
If your practice is an S-corp, the IRS expects a reasonable salary before any distributions — and can reclassify draws as wages if it isn’t there. We keep payroll and the books lined up so your pay is defensible and documented.
Retirement
A solo 401(k) lets you defer up to $24,500 in 2026, and a SEP or solo 401(k) can hold up to $72,000 in all — but the elections and deposits have to land by the right deadlines. We track what’s gone in so nothing is left on the table.
Data privacy
We work in a secure financial portal that never touches your EHR or patient records — only the money side. Your books live with us; protected health information stays with you.
Which package fits
Healthcare practices need someone watching both the bookkeeping (insurance + co-pay reconciliation is monthly) and the tax side (S-corp comp and retirement-plan funding have to be timed). Books + Tax keeps it under one engagement so year-end numbers don't surprise you in March.
Full-year bookkeeping plus annual tax filing — one person, one bill.
Often paired with
Bookkeeping
Monthly bookkeeping that ties to the business return — the same person watching both, no end-of-year surprises.
ExploreBusiness tax returns
Schedule C, 1120-S, 1065, or 1120 — filed by the same person who kept your books all year.
ExploreTax planning
Year-end planning, S-Corp election analysis, retirement strategy, and owner-pay timing — before the year closes.
ExploreWhat clients say
Real clients across the Twin Cities. Real engagements, real returns filed — every review on our public Birdeye profile.
Same person, every year.
Email us — we’ll reply within a day and set up a free 30-min call when it works for both of us. No pressure. We’ll figure out whether we’re a fit.