Agree the work, the responsibilities and the reporting schedule before the engagement begins.
We talk through your medical group, current accounting setup and financial questions. Together, we identify the records, reporting gaps or decisions that need attention.
The outcome: a shared understanding of your priorities and the information needed to define the work.
Define the deliverables, accounts, entities and reporting periods involved. Establish access, named contacts, approval responsibilities and a review schedule. Identify historical cleanup separately.
The outcome: an engagement with clear responsibilities and a starting plan.
Prepare or review the accounting, reconciliations and reports included in your scope. Record missing information, proposed corrections and questions requiring follow-up.
The outcome: the agreed reporting package, with remaining exceptions explained.
Discuss what changed, what needs investigation and what the findings mean for your next decisions. Forecasting and advisory work are included where agreed.
The outcome: documented actions and responsibilities for the next review.
Payroll reconciliation does not automatically include payroll processing. Revenue reconciliation is separate from medical billing.
Who provides accounting access, bank activity, payroll reports and relevant billing or operating information
The preparation, reconciliation, review and planning work included
Which matters remain with practice leadership or existing providers
Named contacts, deadlines and how unresolved items are carried forward
For the initial consultation, provide business contact details only. Do not send patient information, account credentials or confidential financial documents.
During an engagement, clients use a client portal supported by Microsoft 365. We agree required records and access during onboarding.
We work with QuickBooks, Xero, Sage Intacct and Oracle NetSuite, alongside the billing and practice-management systems your practice uses. Available reports, access and workflow are reviewed during scoping.
