Services
Bookkeeping support tailored for healthcare and service businesses that receive payments from multiple sources, including insurers and self-funded clients.
Monthly bookkeeping includes
Income & expense recording
Accurate recording of all business transactions to keep your accounts up to date
Bank reconciliation
Ensuring your bank accounts match your financial records, identifying and resolving discrepancies.
Client & payment allocation
Clear allocation of payments from both insurers and self-funded clients to the correct accounts.
Insurer payment tracking
Recording and reconciling payments received from insurance providers, including partial and delayed payments
Multi-payment reconciliation
Managing split payments (eg insurer + client excess) to ensure all income is correctly reflected.
Outstanding balance overview
Monthly visibility of unpaid or partially paid invoices, so you understand what remains outstanding
Monthly reports
Simple, clear reports to help you stay in control of your finances and cash flow
Not Includes
- VAT
- Payroll
- Tax advice
- Financial advisory
- Credit control
Who this is for
- Healthcare and clinic-based businesses
- Businesses receiving insurer and client payments
- Service providers with complex or delayed payment structures
The outcome
- Clear, accurate financial records
- Confidence in what has been paid and what hasn't
- Better visibility over your cash flow
- More time to focus on running your business
Professional. Compliant. Reliable.
Bookkeeping support tailored to healthcare practices.