Medical, dental, chiropractic, and therapy practices. We keep your books current every month and reconcile what your practice management system says you collected against what actually reached the bank.
Where this helps
Insurance payments arrive in batches, net of adjustments. Patient payments come through card processors, net of fees. Refunds and credit balances go back out. When the books only record deposits, it's hard to know what the practice really earned.
We reconcile it every month, so your profit and loss is accurate, your providers' numbers make sense, and you have clean financials when it's time to finance equipment, add a provider, or plan for taxes.
Collections, not charges, pay the bills. Your books should show both clearly.
Sound familiar?
Insurance batch payments, patient card payments, and refunds all hit the bank differently. Without regular reconciliation, small gaps turn into big questions.
When card payments are recorded net, the fees disappear from your books. That understates both revenue and expenses.
Imaging equipment, chairs, and build-outs are big purchases with loans or leases behind them. They need to be recorded correctly for depreciation and for your lender.
Payroll is one of your largest costs, and owner compensation in an S-corp or C-corp practice has its own rules.
Your bookkeeper doesn't need patient health information to do the job. We work from deposit and summary reports, not patient charts.
Personal expenses on the practice card are common and easy to fix, but only if someone is reviewing the books every month.
What you get
Current every month, not just at tax time.
We record and categorize every transaction and reconcile your bank, card, and processor accounts every month.
Gaps caught while they're small.
We tie deposits back to your practice management system's collection reports each month and flag anything that doesn't match.
Clinical and front-office payroll, handled.
We run payroll for your staff and providers and keep every payroll tax filing current.
Read in five minutes.
Each month you get statements you can actually use, plus the numbers you need before adding a provider or financing equipment.
Your dashboard
Every bookkeeping client gets a private dashboard. Once we close your books each month, it updates with your profit and loss, balance sheet, and cash, all in plain English and side by side with last year. Open it on your phone or computer, any time.
Overview · Your month at a glance: cash, revenue, profit, and a plain-English note from us on what it means.
Sample dashboard for a fictional business. All numbers are made up.
The numbers refresh when we close your books, so what you see always matches your statements.
No more email chains about a mystery charge. Answer our questions right on the dashboard.
You sign in with a code sent to your email. Each client sees only their own business.
Local and accountable
All of our bookkeeping is done in-house by our team here in San Antonio. We don't send your financial records overseas or to outside contractors. You can call your bookkeeper directly, or stop by our office at 101 Sunflower Lane.
When you're ready for more, the same team can run your payroll, prepare your tax returns, and help you plan with a fractional CFO. See everything included in our San Antonio bookkeeping. See a sample CFO dashboard for a professional practice.
Common questions
No. Bookkeeping works from bank statements, processor reports, and summary collection reports from your practice management system. We don't need patient charts or health information to keep your books.
Usually it's timing, fees, or refunds. Insurance payments can arrive days after they post, card payments are deposited net of processing fees, and refunds come out separately. We reconcile the difference every month so you know whether a gap is normal or needs attention.
Yes. If your practice management system reports collections by provider or location, we can set up your books to show revenue and direct costs the same way.
It depends on how your practice is set up. In an S-corporation, owners who work in the practice should take a reasonable salary through payroll, with additional profit taken as distributions. We record owner pay correctly and can work with our tax advisory team to plan the mix.
Yes. We bring the books current, reconcile every account, and clean up how insurance and patient payments were recorded, then keep everything current from there.
Yes. Hablamos español. You and your office manager can work with our team in English or Spanish.
The next step
Tell us how your finances run today, even if the books are behind. We'll show you what handing off the bookkeeping looks like. The first consultation is free.
Small Business Services of San Antonio · 101 Business Center, 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español