I keep your books current and reconciled, close them every month, and hand your tax preparer a clean file at year end. If your books are behind, start with a call — no charge, and you're not committing to anything.
Remote across York & Cumberland counties, Maine
Your books stay current instead of becoming next year's problem.
Books that are months or years behind, or that stopped matching reality.
Cleanup projects usually roll into monthly service. Monthly clients don't need cleanups.
Independent healthcare practices are the specialty: dental, physical therapy, chiropractic, optometry, mental health, small family medicine. Usually one to six providers, with billing running through a practice management system that never quite lines up with the books.
I also work with general small businesses across York & Cumberland counties, Maine: trades, service businesses, small retail. If you run something and the books are behind, that's a fit.
I came to bookkeeping from inside healthcare, not the other way around. I know what a clearinghouse does, why billed charges and collections are two different numbers, and why your receivables live in the practice management system rather than in QuickBooks.
We talk through where your books stand, what's gone wrong, and what you actually need. No charge, and no obligation to hire me. If you're on QuickBooks Online, the next step is a look at the file itself — I'll send back a written summary of its condition and what it would take to fix.
Quoted as a project, with an hours estimate and a cap agreed before I start. If it's going to run past the cap, we talk first. You won't open a surprise invoice.
Your books closed and reconciled every month, with statements by a date we set. Every client has a set day each week when I work their file, so questions come up during the week instead of piling up at month end.
I work inside your own QuickBooks file, under accountant access you grant and can revoke at any time. The file is yours and it stays yours. Where records fall under health privacy rules, I'll sign a business associate agreement.
Tell me where things stand and I'll tell you what it would take to fix. It costs nothing, and you're not committing to anything.