Bookkeeping for Doctors & Medical Practices in Arizona

Medical practices have more moving parts than most small businesses: insurance payments that arrive weeks later and bundled together, patient payments through several systems, provider compensation, and expensive equipment and supplies.

We work with independent physicians, chiropractors, physical therapists, behavioral health practices and med spas to keep the books accurate every month, so you can see how the practice is really doing without digging through deposits.

What we handle for doctors and medical practices

• Matching insurance and patient deposits to what your practice management system says was collected
• Merchant and patient-financing payouts recorded at gross with fees broken out
• Provider and staff payroll, including bonuses and production-based pay
• Medical supplies, equipment and financing tracked separately
• Owner compensation and distributions kept clean for the tax return
• Revenue by provider or location when you need it

Arizona tax notes

Most medical services aren't subject to Arizona transaction privilege tax, but retail product sales (for example, supplements or skincare sold in a med spa) can be. We keep taxable product sales separate from services so you only pay TPT on what's taxable.

We don't need access to patient medical records. We work from deposits, payment reports and summary reports, and we keep everything we receive confidential.

More than bookkeeping: insight you can use

We're more than a bookkeeper who keeps your books current. Every month we look at your numbers and tell you what they mean: where margins are slipping, which costs are creeping up, and practical ideas to make and save more money. Think of us as a light fractional CFO, at a bookkeeping price.

For doctors and medical practices, that usually means:

• Collections and overhead as a percentage of revenue
• Profit by provider, service line or location
• Staffing cost against revenue as the practice grows
• Cash flow planning for equipment purchases and slow insurance months

What it costs

Monthly bookkeeping starts at $250 per month. Most of our clients pay around $500 per month, depending on how many accounts we reconcile and how many transactions you have. Book a quick call and we'll give you an exact quote.

Frequently asked questions

Do you need access to patient records?

No. We work from bank deposits and summary payment reports. We don't need protected health information to do your books.

Can you reconcile insurance payments?

Yes. We match deposits to the payment totals in your practice management or billing system so revenue is recorded correctly and gaps get flagged.

Do you work with med spas and chiropractors?

Yes, along with physical therapists, behavioral health and other independent practices.

Services for your business

We work with doctors and medical practices across Arizona, including Gilbert, Mesa, Chandler, Queen Creek, Phoenix and Scottsdale. See all service areas.