Flat fee. No surprises.
Ledger Check
Entry-Level
Ideal for solo practices or new startups looking for clean books and peace of mind.
-Monthly transaction categorization
-Bank and credit card reconciliations
-Standard monthly reports (Income Statement aka P&L, Balance Sheet, Cash Flow Statement)
-Integration with Jane, Hint, or AtlasMD
-Secure document portal for compliance and peace of mind
Optional QuickBooks setup or cleanup
Steady Flow
Our Most Frequently Chosen Option
All Ledger Check services, plus:
-Profitability coaching and implementation
-Custom Chart of Accounts tailored to your practice type
-Monthly Business Review Meeting
-1099 Reporting
-Receipt management and automation solutions
-Year-End tax-ready financial package
Private Practice Pro
Built for busy clinics or scaling operations
Everything in Steady Flow, plus:
-Bookkeeping Software Setup and Training for up to 3 staff members
-Sales Tax Filings
-Income Tax Filings
-Inventory and Accounts Receivable
-Payroll Management
-Weekly Business Review Meetings
-Custom, On-Demand Reports (2 business day turnaround time)