Medical & Dental
Your patient software says one thing. Your bank says another. We reconcile both and track revenue from claim submission through collection.
The Industry
Healthcare revenue is not straightforward. You bill a procedure at one rate. Insurance pays a different amount. The patient owes a portion. Then there are write-offs, adjustments, and denials. If you only look at what hits the bank account, you are missing the full story of what you actually earned and what slipped through the cracks.
Too many practices close within a few years of opening. The clinical work is excellent, but the financial side is a mess. Doctors and dentists go to school to treat patients, not to manage cash flow. When the books are unclear, money leaks out in ways nobody notices until it becomes a serious problem.
Who This Covers
Who This Covers
Medical practices, dental offices, specialists, therapists, veterinarians, home health agencies, and clinical support services. Any healthcare provider in the Metro Detroit area dealing with insurance payments, patient billing, and the complexity of practice revenue.
The Friction
The Friction
Revenue comes from multiple sources with different timing. Insurance payments arrive weeks after service. Patient co-pays get collected at the front desk. Adjustments and write-offs need proper recording. One person often handles all of it without any external check on accuracy.
The Process
We reconcile your patient software to your bank account. The day sheet from your practice management system should match the deposits hitting the bank. When they do not match, we find out why. This catches misapplied payments, unposted insurance checks, and simple entry errors before they become bigger problems months later.
Coming from a medical billing background, we understand the full revenue cycle. Claims submission, payment posting, denial management, and AR follow-up are not mysteries to us. We can integrate your bookkeeping with your billing process so you have a complete picture of what is billed, what is collected, and what is still outstanding.
Deposit Verification
Deposit Verification
We match what your front desk records against what actually hits the bank. Every day sheet gets reconciled to every deposit. Discrepancies are identified and resolved quickly instead of piling up over months.
Insurance AR Monitoring
Insurance AR Monitoring
Unpaid claims age quietly in your system. We track your accounts receivable to identify stalled payments and aging balances. This ensures you follow up on what is owed and do not leave money sitting in the insurance company’s pocket.
Common Problems
When one person handles billing, deposits, and patient payments with no oversight, errors go unnoticed. A co-pay gets applied to the wrong account. An insurance check does not get posted. These are often honest mistakes, but without an external check, they accumulate. Over time, your books drift further from reality.
Practices with multiple providers face a different challenge. If two dentists split profits evenly but one produces significantly more than the other, tension builds. Without clear tracking of production and collections by provider, compensation disputes become personal instead of factual.
Unreconciled Revenue
Unreconciled Revenue
Your patient software shows one number. Your bank shows another. Nobody can explain the difference. When you finally dig in at year end, you find unposted payments, duplicate entries, and adjustments that were never recorded correctly.
Write-off Confusion
Write-off Confusion
Insurance adjustments and contractual write-offs are not losses in the traditional sense. Recording them incorrectly makes your revenue look lower than it should. It also makes it impossible to know your true collection rate on what you billed.
What Changes
You gain clarity on the financial health of your practice. Verified statements replace guesses. You know what you earned, what you collected, and what is still owed. Decisions about hiring, equipment purchases, or opening a second location are based on real numbers instead of bank account balances that hide the full picture.
The anxiety fades. You went into healthcare to help patients, not to chase down accounting errors. When the money side is handled correctly, you can focus your attention on clinical excellence and growing your practice. You stay open. You grow over the long term. You do not become another practice that closes after a few years.
Practice Sustainability
Practice Sustainability
Many practices fail because they never truly understood their finances. With accurate books and regular reconciliation, you see problems early and correct course. Your practice has the foundation to survive and grow for years.
Provider Transparency
Provider Transparency
For practices with multiple providers or partners, production and collections are tracked by provider. Compensation discussions are grounded in facts. Partnership disputes are replaced with clear data that everyone can trust.
Metro Detroit's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and your current bookkeeping situation. We'll listen, answer your questions, and give you a clear quote.
