Accounting for Independent Healthcare Practices

Production vs. collections gaps, write-offs, and insurance aging, and most accountants miss all of it. We reconcile your dental software (Dentrix, Eaglesoft, Curve) directly against your bank deposits, track unposted insurance payments, and flag adjustments that quietly erode your margins. You'll always know your true net production, not just what was billed.

• Insurance A/R aging broken down by payer, not just totals

• Overhead benchmarking against dental industry standards (PPO vs. fee-for-service)

• Accurate tracking of lab fees, supply costs, and associate pay splits

Between frame inventory, vision plan reimbursements, and the retail-meets-clinical nature of your practice, optometry books are uniquely complex. We reconcile VSP, EyeMed, and other vision plan payments against billed claims, track your optical retail separately from your exam revenue, and keep your frame board COGS clean.

• Vision insurance reimbursement reconciliation by plan

• Optical retail vs. clinical revenue split reporting

• Inventory valuation for frames and contact lenses

• AOA/MBA compliant chart of accounts for ultimate financial clarity

Vet practices juggle cash clients, multi-payer billing, inventory-heavy supply costs, and the chaos of emergency vs. wellness revenue, all in one P&L. We segment your revenue streams so you can see exactly where you're profitable, and we bring discipline to drug and supply inventory accounting that most generalist accountants overlook.

• AAHA-compliant chart of accounts

• Revenue categorization by service type (wellness, surgery, pharmacy, boarding)

• COGS tracking for medications and medical supplies tied to inventory

• Simplifying complex compensation and ProSal calculations.

Cash-based and insurance-based practices have wildly different accounting needs, and many practices run both at once. We track insurance reimbursements by payer and CPT code category, reconcile ERA/EOB payments, and build reporting that shows your true cost per visit so you know which services (and which payers) are actually worth your time.

• Insurance payment posting reconciled against claims

• Tracking of cash-pay packages, memberships, and prepaid plans

• Per-visit profitability analysis across service lines and providers