Services Available For Any Small Business

  • Customized development of an accurate and efficient bookkeeping system

  • Expense tracking with periodic Profit and Loss statement

  • Compiling periodic reports of business finances for analysis

  • Management of accounts receivable and accounts payable (if applicable)

  • Tax preparation and tax planning

  • Budget building

  • Payroll Management


Services Available For A Medical Provider

  • Completing and submitting the standard CMS 1500 insurance claim form for each patient’s visit

  • Tracking incoming insurance payments and billing patients for any remaining amount due

  • Periodically reviewing all outstanding balances and working to make sure all payments are collected from both insurance companies and patients

  • Analyzing insurance reimbursement rates to make sure your practice’s rates are yielding the highest reimbursements possible