Essential Services

What's Included In Every Engagement

Every engagement is built around your practice — customized to your size, your systems, and your goals — so your bookkeeping service package fits your business precisely, not the other way around.

Weekly Bookkeeping

Record and correctly classify transactions. Provide progress reports for updates and notifications on activity in process for the week.

Month-end Reconciliations

Conduct a thorough reconciliation of your balance sheet accounts each month to close the month-end books and ensure accurate financial reporting.

Tax-Ready Financial Reporting

Produce an easy-to-understand reporting package presented to you each month with performance analysis. Year-end financials prepared and packaged for handoff to your CPA, with no scrambling during tax season.

Practice Advisory

Weekly updates and monthly check-ins to review KPIs, profit margins, and the financial health of your hospital.

Support & Communication

At a minimum, you can expect a monthly virtual meeting or video presentation to review your financial reports, and a commitment to respond to your emails, texts or phone calls within 24 hours.

Training

Customized training, ad hoc reporting, and advice is provided as the client deems necessary in accounting practices to better understand your company financials.

Customize Your Engagement

Add-On Services

Beyond the core engagement, these services can be added to any plan at any time.

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Veterinary bookkeeper working on computer with pet nearby

QuickBooks Online setup and migration — Chart of accounts, transactional rules, vendor lists, and payroll set up tailored to veterinary medicine.

Books Clean-up and Catch-up — Catch-up and clean-up engagements for practices with months or years of disorganized records.

Payroll Support — Compliant payroll processing tailored to veterinary staffing — DVMs, techs, assistants, receptionists, and 1099 contractors.

Accounts Payable — Bills processed and electronically paid through the bill pay system upon client's approval.

Accounts Receivable — Invoices processed and electronically submitted to clients for payment through the merchant services system upon client's approval.

Sales Tax Filing — Monthly returns prepared and electronically submitted with tax payment to required jurisdictions.

Budget Tracking & Reporting — Create an annual budget and perform monthly actual vs budget analysis and reporting.

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