Bookkeeping for Premiere Clinics and Practices
For healthcare clinics and practices, we provide more than bookkeeping. Get financial clarity, CFO-level 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.
Generic Categorization
Other bookkeepers lump and categorize transactions according to their generic experience - not optimizing tax deductions.
Generic Categorization
Other bookkeepers lump and categorize transactions according to their generic experience - not optimizing tax deductions.
Generic Categorization
Other bookkeepers lump and categorize transactions according to their generic experience - not optimizing tax deductions.
With Wakepoint Ledgers
Healthcare Focused
We serve only medspas, dental offices, PTs, healthcare offices, and vet clinics. We know your revenue challenges and overhead structure inside out.
Healthcare Focused
We serve only medspas, dental offices, PTs, healthcare offices, and vet clinics. We know your revenue challenges and overhead structure inside out.
Healthcare Focused
We serve only 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 so you know where to invest your time.
Clarity & Forecasting
Dashboards, KPIs, and service-line reports show you exactly where your money goes - and what's driving profit so you know where to invest your time.
Clarity & Forecasting
Dashboards, KPIs, and service-line reports show you exactly where your money goes - and what's driving profit so you know where to invest your time.
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.
Specific Tailored Categorization
We categorize every transaction using a healthcare specific chart of accounts for true financial accuracy - correctly tracking compensation and providing owner-level insights.
Specific Tailored Categorization
We categorize every transaction using a healthcare specific chart of accounts for true financial accuracy - correctly tracking compensation and providing owner-level insights.
Specific Tailored Categorization
We categorize every transaction using a healthcare specific chart of accounts for true financial accuracy - correctly tracking compensation and providing owner-level insights.
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
Select your plan and start today
Steady Ledger
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
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
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
No waiting for lengthy consulting sessions. A clear path to stress-free books.
01
Select & Purchase Your Plan
Choose the monthly bookkeeping plan that best fits your practice. Payment is processed securely through our site, instantly initiating your onboarding.
Select & Purchase Your Plan
Choose the monthly bookkeeping plan that best fits your practice. Payment is processed securely through our site, instantly initiating your onboarding.
Select & Purchase Your Plan
Choose the monthly bookkeeping plan that best fits your practice. Payment is processed securely through our site, instantly initiating your onboarding.
Receive Your Digital Proposal
Right after checkout, you’ll receive a personalized proposal outlining your engagement. Once you review and sign electronically, your account setup begins automatically.
Receive Your Digital Proposal
Right after checkout, you’ll receive a personalized proposal outlining your engagement. Once you review and sign electronically, your account setup begins automatically.
Receive Your Digital Proposal
Right after checkout, you’ll receive a personalized proposal outlining your engagement. Once you review and sign electronically, your account setup begins automatically.
02
03
Access Your Secure Client Portal
Upon signature, you'll receive the link to your private client portal — a HIPAA-secure workspace where you can upload documents, communicate with our team, and access financial reports 24/7.
Access Your Secure Client Portal
Upon signature, you'll receive the link to your private client portal — a HIPAA-secure workspace where you can upload documents, communicate with our team, and access financial reports 24/7.
Access Your Secure Client Portal
Upon signature, you'll receive the link to your private client portal — a HIPAA-secure workspace where you can upload documents, communicate with our team, and access financial reports 24/7.
We Get to Work
Our team connects your accounts, categorizes transactions, and reconciles your books with precision. You’ll receive monthly financial statements and insights — ready to guide confident decisions without the stress.
We Get to Work
Our team connects your accounts, categorizes transactions, and reconciles your books with precision. You’ll receive monthly financial statements and insights — ready to guide confident decisions without the stress.
We Get to Work
Our team connects your accounts, categorizes transactions, and reconciles your books with precision. You’ll receive monthly financial statements and insights — ready to guide confident decisions without the stress.
04
FAQs
FAQs
FAQs
Answers to your most common questions
How do I get started?
Do you clean up past books?
Will I need to switch accountants?
Do you offer payroll services?
How often will I get reports?
Is my financial data secure?
What is the difference between bookkeeping and medical billing?
Do you only work with healthcare practices?
How do I get started?
Do you clean up past books?
Will I need to switch accountants?
Do you offer payroll services?
How often will I get reports?
Is my financial data secure?
What is the difference between bookkeeping and medical billing?
Do you only work with healthcare practices?
How do I get started?
Do you clean up past books?
Will I need to switch accountants?
Do you offer payroll services?
How often will I get reports?
Is my financial data secure?
What is the difference between bookkeeping and medical billing?
Do you only work with healthcare practices?