Bookkeeping for small businesses and independent healthcare practices in southern Maine.
I do bookkeeping in QuickBooks Online for small businesses and medical practices. I keep your file current and reconciled, closed every month, and ready to hand to your tax preparer. If your books are behind, we start with a call. No charge, no commitment.
Cleanup projects usually roll into monthly service. Monthly clients don't need cleanups.
Who this is for
Independent healthcare practices are my specialty. Dental, physical therapy, chiropractic, optometry, small family medicine.
I also work with general small businesses across southern Maine: trades, service businesses, small retail. If you run something but need help with the books, that is a fit for me.
U.S. Navy veteran, Hospital CorpsmanLicensed Practical NurseQuickBooks Online Certified ProAdvisorVeteran-owned
I came to bookkeeping from inside healthcare, not the other way around. I know what a clearinghouse does, why billed charges and collections are two different numbers, and why your receivables live in the practice management system rather than in QuickBooks.
We talk through where your books stand, what's gone wrong, and what you actually need. No charge, and no obligation to hire me. If you're on QuickBooks Online, the next step is a look at the file itself. I will tell you if a cleanup or catch up is needed or if we are ready for monthly work.
02
Cleanup, if you need it
Quoted as a project, with an hours estimate and a cap agreed before I start. If it's going to run past the cap, we talk first. You won't open a surprise invoice.
03
Onboarding
We will spend some time building and getting used to a combined workflow. For example, I will want to get read-only access to financial accounts (or set up a routine to receive it another way), bank feed integration on QuickBooks, see how your business actually uses QuickBooks (it varies a lot), and set up a routine that keeps things smooth.
04
Monthly Closes
Your books closed and reconciled every month, with statements by a date we set. Every client has a set day each week when I work their file, so questions come up during the week instead of piling up at month end.
I work inside your own QuickBooks file, under accountant access you grant and can revoke at any time. The file is yours and it stays yours. Where records fall under health privacy rules, I'll sign a business associate agreement.
Start with a free consult
Tell me where things stand and I'll tell you what it would take to fix. It costs nothing, and you're not committing to anything.