Bookkeeping Services for Independent Medical Practices
Keep your books current and your financial records organized—with bookkeeping available separately or alongside SignalMD’s profitability and growth advisory services.
What’s Included
Setup & Monthly Bookkeeping
QuickBooks Online Setup
Review and setup of your QuickBooks Online file, organization of your chart of accounts, and connection or review of available bank and credit card feeds.
Monthly Bookkeeping
Categorization of routine business income and expenses, review of uncategorized and unmatched transactions, and routine adjustments needed to close the month.
Account Reconciliation
Monthly reconciliation of bank and business credit card accounts within your agreed scope.
Financial Reports & Ongoing Support
Monthly Financial Reports
Your profit and loss statement and balance sheet, plus other standard QuickBooks Online reports when appropriate, delivered to your designated owner or management contact.
Transaction Questions
We work with you to clarify unusual or unidentified transactions and answer reasonable questions about entries recorded by SignalMD.
What To Know Before We Begin
The standard package covers one legal entity and one location, beginning with your current fiscal year, unless otherwise agreed in writing. Additional entities require custom scoping and pricing.
Services are subject to the agreed scope, exclusions, and client responsibilities. Historical cleanup and additional work are scoped separately.
SignalMD does not provide tax preparation, tax filing, or tax advice.