Bookkeeping for North Carolina's Premiere Clinics and Practices
For healthcare clinics and practices, we provide more than bookkeeping. Get financial clarity, cash flow forecasts, and KPI dashboards designed for the way you operate.
See the Difference
See the Difference
See the Difference
Specialized bookkeeping for healthcare practices - providing security, clarity, and trust
Other Firms
Generic Bookkeeping
One-size-fits-all solutions with no healthcare expertise. You spend more time explaining your practice than getting results.
Generic Bookkeeping
One-size-fits-all solutions with no healthcare expertise. You spend more time explaining your practice than getting results.
Generic Bookkeeping
One-size-fits-all solutions with no healthcare expertise. You spend more time explaining your practice than getting results.
Reactive Numbers
Reports are received after the fact - no forecasting, no profitability insights, no clarity.
Reactive Numbers
Reports are received after the fact - no forecasting, no profitability insights, no clarity.
Reactive Numbers
Reports are received after the fact - no forecasting, no profitability insights, no clarity.
Weak Security
Little awareness of HIPAA or the need to protect sensitive financial data, leaving you exposed.
Weak Security
Little awareness of HIPAA or the need to protect sensitive financial data, leaving you exposed.
Weak Security
Little awareness of HIPAA or the need to protect sensitive financial data, leaving you exposed.
Hourly Billing
Other bookkeepers charge by the hour, so costs are unpredictable, and you never know what the final bill will be.
Hourly Billing
Other bookkeepers charge by the hour, so costs are unpredictable, and you never know what the final bill will be.
Hourly Billing
Other bookkeepers charge by the hour, so costs are unpredictable, and you never know what the final bill will be.
With Wakepoint Ledgers
Healthcare Focused
We servee onlly medspas, dental offices, PTs, healthcare offices, and vet clinics. We know your revenue challenges and overhead structure inside out.
Healthcare Focused
We servee onlly medspas, dental offices, PTs, healthcare offices, and vet clinics. We know your revenue challenges and overhead structure inside out.
Healthcare Focused
We servee onlly medspas, dental offices, PTs, healthcare offices, and vet clinics. We know your revenue challenges and overhead structure inside out.
Clarity & Forecasting
Dashboards, KPIs, and service-line reports show you exactly where your money goes - and what's driving profit.
Clarity & Forecasting
Dashboards, KPIs, and service-line reports show you exactly where your money goes - and what's driving profit.
Clarity & Forecasting
Dashboards, KPIs, and service-line reports show you exactly where your money goes - and what's driving profit.
Secure & Compliant
HIPAA-secure, SOC2-backed to keep your finances safe and confidential.
Secure & Compliant
HIPAA-secure, SOC2-backed to keep your finances safe and confidential.
Secure & Compliant
HIPAA-secure, SOC2-backed to keep your finances safe and confidential.
Straightforward & Honest Pricing
Clear, upfront structure. No surprises, no gimmicks - just honest bookkeeping you can count on.
Straightforward & Honest Pricing
Clear, upfront structure. No surprises, no gimmicks - just honest bookkeeping you can count on.
Straightforward & Honest Pricing
Clear, upfront structure. No surprises, no gimmicks - just honest bookkeeping you can count on.
Services
Services
Services
Healthcare-focused bookkeeping for business growth
Steady Ledger
Reliable monthly bookkeeping. Reconciliations, expense tracking, and clear monthly reports to keep your practice on steady ground.
Growth Ledger
More insights as your practice expands. Everything in Steady plus cash flow tracking and quarterly check-ins to help you stay ahead.
Summit Ledger
The peak of clarity and support. Advanced dashboards, KPIs, and detailed reviews so you can scale with confidence.
Add-Ons
Customize your support. Historical clean-up, catch-up bookkeeping, or payroll services as needed.
Steady Ledger
Reliable monthly bookkeeping. Reconciliations, expense tracking, and clear monthly reports to keep your practice on steady ground.
Growth Ledger
More insights as your practice expands. Everything in Steady plus cash flow tracking and quarterly check-ins to help you stay ahead.
Summit Ledger
The peak of clarity and support. Advanced dashboards, KPIs, and detailed reviews so you can scale with confidence.
Add-Ons
Customize your support. Historical clean-up, catch-up bookkeeping, or payroll services as needed.
Steady Ledger
Reliable monthly bookkeeping. Reconciliations, expense tracking, and clear monthly reports to keep your practice on steady ground.
Growth Ledger
More insights as your practice expands. Everything in Steady plus cash flow tracking and quarterly check-ins to help you stay ahead.
Summit Ledger
The peak of clarity and support. Advanced dashboards, KPIs, and detailed reviews so you can scale with confidence.
Add-Ons
Customize your support. Historical clean-up, catch-up bookkeeping, or payroll services as needed.
Steady Ledger
Reliable monthly bookkeeping. Reconciliations, expense tracking, and clear monthly reports to keep your practice on steady ground.
Growth Ledger
More insights as your practice expands. Everything in Steady plus cash flow tracking and quarterly check-ins to help you stay ahead.
Summit Ledger
The peak of clarity and support. Advanced dashboards, KPIs, and detailed reviews so you can scale with confidence.
Add-Ons
Customize your support. Historical clean-up, catch-up bookkeeping, or payroll services as needed.
Features
Features
Features
Built for practices like yours
Catch-Up Bookkeeping
Behind on your books? We'll get you current, fast.
Catch-Up Bookkeeping
Behind on your books? We'll get you current, fast.
Catch-Up Bookkeeping
Behind on your books? We'll get you current, fast.
Secure Client Portal
HIPAA-smart, branded portal to keep your financial data safe and private.
Secure Client Portal
HIPAA-smart, branded portal to keep your financial data safe and private.
Secure Client Portal
HIPAA-smart, branded portal to keep your financial data safe and private.
Clear Financial Reports
Simple, plain-talk reports - so you always know where your money is going.
Clear Financial Reports
Simple, plain-talk reports - so you always know where your money is going.
Clear Financial Reports
Simple, plain-talk reports - so you always know where your money is going.
Monthly Bookkeeping
Accurate, reliable reconciliations so your books stay current and stress-free.
Monthly Bookkeeping
Accurate, reliable reconciliations so your books stay current and stress-free.
Monthly Bookkeeping
Accurate, reliable reconciliations so your books stay current and stress-free.
Healthcare-Focused Expertise
We specialize in medspas, dental, veterinary, and medical practices.
Healthcare-Focused Expertise
We specialize in medspas, dental, veterinary, and medical practices.
Healthcare-Focused Expertise
We specialize in medspas, dental, veterinary, and medical practices.
Cash Flow Tracking
Spot trends and plan ahead with easy-to-read dashboards.
Cash Flow Tracking
Spot trends and plan ahead with easy-to-read dashboards.
Cash Flow Tracking
Spot trends and plan ahead with easy-to-read dashboards.
Pricing
Pricing
Pricing
Flexible pricing tailored to your business needs
Steady Ledger
Stay compliant, stay steady.
Best for solo providers & low volume practices that need reliable, clean, compliant books.
$900
/Month
Monthly reconciliations with healthcare-specialized categorization
Monthly reconciliations with healthcare-specialized categorization
Monthly reconciliations with healthcare-specialized categorization
Monthly financial statements securely delivered
Monthly financial statements securely delivered
Monthly financial statements securely delivered
Secure HIPAA-compliant client portal
Secure HIPAA-compliant client portal
Secure HIPAA-compliant client portal
QuickBooks online setup + cloud access
QuickBooks online setup + cloud access
QuickBooks online setup + cloud access
Secure portal access for up to 2 team members
Secure portal access for up to 2 team members
Secure portal access for up to 2 team members
Dedicated email support
Dedicated email support
Dedicated email support
Year-end compliance pack
Year-end compliance pack
Year-end compliance pack
Growth Ledger
Popular
Clarity for growing practices.
For clinics ready to see beyond compliance and into true profitability.
$1800
/Month
Includes everything in the Steady Ledger plan
Includes everything in the Steady Ledger plan
Includes everything in the Steady Ledger plan
Service line profitability tracking
Service line profitability tracking
Service line profitability tracking
Quarter Financial Insights Pack
Quarter Financial Insights Pack
Quarter Financial Insights Pack
Monthly at-a-glance customized dashboards
Monthly at-a-glance customized dashboards
Monthly at-a-glance customized dashboards
Monthly expense trend
Monthly expense trend
Monthly expense trend
Secure portal access for up to 5 team members
Secure portal access for up to 5 team members
Secure portal access for up to 5 team members
Priority email & chat support
Priority email & chat support
Priority email & chat support
Summit Ledger
Clarity and peace of mind for the future.
CFO-level visibility without the CFO salary. For practices that want advanced KPI dashboards and complete financial clarity.
$3000
/Month
Everything in Growth Ledger
Everything in Growth Ledger
Everything in Growth Ledger
Advanced monthly KPI dashboards
Advanced monthly KPI dashboards
Advanced monthly KPI dashboards
Quarterly 6-month forecasts
Quarterly 6-month forecasts
Quarterly 6-month forecasts
Benchmarking Reports twice per year
Benchmarking Reports twice per year
Benchmarking Reports twice per year
Up to 10 team members
Up to 10 team members
Up to 10 team members
Advisory level clarity - CFO insight
Advisory level clarity - CFO insight
Advisory level clarity - CFO insight
Priority email & support manager
Priority email & support manager
Priority email & support manager
How It Works
How It Works
How It Works
A clear path to stress-free books
01
Easy Consultation
Schedule a free consultation in just a few clicks. We'll learn about your practice and you'll get answers to your bookkeeping questions right away.
Easy Consultation
Schedule a free consultation in just a few clicks. We'll learn about your practice and you'll get answers to your bookkeeping questions right away.
Easy Consultation
Schedule a free consultation in just a few clicks. We'll learn about your practice and you'll get answers to your bookkeeping questions right away.
Tailored Setup & Cleanup
We review your existing books, clean up past records if needed, and set up a system designed for your practice. No jargon, no messy spreadsheets - just organized, accurate books from the start.
Tailored Setup & Cleanup
We review your existing books, clean up past records if needed, and set up a system designed for your practice. No jargon, no messy spreadsheets - just organized, accurate books from the start.
Tailored Setup & Cleanup
We review your existing books, clean up past records if needed, and set up a system designed for your practice. No jargon, no messy spreadsheets - just organized, accurate books from the start.
02
03
Monthly Clarity
Every month, we reconcile transactions, deliver reports, and highlight what matters most: where your money is going and what it means for your business.
Monthly Clarity
Every month, we reconcile transactions, deliver reports, and highlight what matters most: where your money is going and what it means for your business.
Monthly Clarity
Every month, we reconcile transactions, deliver reports, and highlight what matters most: where your money is going and what it means for your business.
Ongoing Support
We don't just send reports - we're your financial partner. Ask questions anytime, and get insights that help you make confident decisions about your practice.
Ongoing Support
We don't just send reports - we're your financial partner. Ask questions anytime, and get insights that help you make confident decisions about your practice.
Ongoing Support
We don't just send reports - we're your financial partner. Ask questions anytime, and get insights that help you make confident decisions about your practice.
04
FAQs
FAQs
FAQs
Answers to your most common questions
Do you only work with healthcare practices?
Will I need to switch accountants?
Do you offer payroll services?
How often will I get reports?
Is my financial data secure?
Do you clean up past books?
What is the difference between bookkeeping and medical billing?
How do I get started?
Do you only work with healthcare practices?
Will I need to switch accountants?
Do you offer payroll services?
How often will I get reports?
Is my financial data secure?
Do you clean up past books?
What is the difference between bookkeeping and medical billing?
How do I get started?
Do you only work with healthcare practices?
Will I need to switch accountants?
Do you offer payroll services?
How often will I get reports?
Is my financial data secure?
Do you clean up past books?
What is the difference between bookkeeping and medical billing?
How do I get started?