Services
Our Expertise in Bookkeeping, HR, and Payroll
Essential Care
$800 per month
Solo Doctors & Small Clinics
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Monthly bookkeeping
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Medical-specific chart of accounts
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Profit & Loss, Balance Sheet
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Bank & credit reconciliation
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HIPAA-compliant document handling
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Quarterly financial check-ins
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Tax-ready expense categorization
Specialists & Multi-provider Offices
Intensive Care
$1,250 per month
Includes Essential Care, plus:
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KPI dashboard (Net Collection Rate, AR Days, etc.)
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KPI insights by provider
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Basic EMR/EHR & billing sync
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Signed BAA (HIPAA compliance)
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Secure monthly reporting
Growth & Compliance Pro
Multiple Locations or Scaling Practices
Includes Performance Plus, plus:
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Full KPI suite (15+ metrics: payer mix, no-show rate, etc.)
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Seasonal budgeting & forecasting
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Custom reporting by provider/service line
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Year-end tax coordination (CPA-ready) workpapers
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Dedicated support & audit readiness
$1,800 per month
Payroll and HR
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What's included:
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Direct deposit & tax filings
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PTO tracking
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New hire checklist
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I-9/W-4 storage guidance
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Time tracking integration
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Benefits deduction support
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1099/W-2 classification review
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Employee onboarding tracking
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Incentive & bonus tracking
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ACA reporting support
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Year-end payroll audits for IRS
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HR policy documentation support
1–5 employees $295/month
Plus ADP/Gusto license (no markup)
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6–15 employees $360/month
Plus ADP/Gusto license (no markup)
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16–30 employees $625/month
Plus ADP/Gusto license (no markup)
31–50 employees $825/month
Plus ADP/Gusto license (no markup)