Services Designed for Your Business

Every business is different. Our services are customized based on your needs, workload, and the level of support you are looking for. Whether you need one service or a combination of services, we'll create a solution that works for your business. 

We help keep your financial records organized, accurate, and up to date while taking time-consuming financial tasks off your plate so you can focus on running your business.

Services may include:

• Monthly bookkeeping
• QuickBooks Online setup and organization
• Bank and credit card reconciliations
• Transaction categorization
• Cleanup and catch-up bookkeeping
• Accounts payable and bill pay
• Entering and managing vendor bills
• Accounts receivable and invoicing
• Sending customer invoices
• Recording and tracking customer payments
• Monitoring outstanding invoices
• Vendor account organization
• Loan and liability tracking
• Payroll coordination and reconciliation
• Monthly financial reports
• Year-end bookkeeping preparation
• CPA coordination
• QuickBooks troubleshooting and support
• Other day-to-day bookkeeping and financial administrative support

Custom pricing based on your business and workload.

Reliable billing support to help medical practices stay on top of claims, payments, outstanding balances, and revenue.

Services may include:

• Insurance claim submission
• Claim status follow-up
• Payment posting
• ERA/EOB review
• Rejected claim correction and resubmission
• Denied claim follow-up
• Insurance accounts receivable follow-up
• Aging review
• Secondary claim submission
• Outstanding claim follow-up
• Revenue cycle reporting
• Billing account cleanup
• Coordination with practice staff regarding billing issues

Custom pricing based on specialty, provider count, claim volume, and services needed.

Experienced remote administrative support for medical practices that need additional help without adding another full-time employee in the office.

Services may include:

• Appointment scheduling
• Insurance eligibility and benefits verification
• Referral management
• Prior authorization support
• Provider credentialing and recredentialing support
• Patient registration and demographic updates
• Medical records administrative support
• Patient communication and follow-up
• Administrative support for practice staff
• Other virtual medical-office tasks based on practice needs

Custom pricing based on services and level of support needed.

Flexible administrative support for small-business owners who need help managing the day-to-day responsibilities that take time away from running their business.

Services may include:

• Email management
• Calendar and appointment management
• Data entry
• Customer follow-up
• Invoicing
• Document organization
• Vendor communication
• Spreadsheet maintenance
• Administrative recordkeeping
• General office support
• Other recurring administrative tasks based on your business needs

Custom pricing based on services and level of support needed.

Need help in more than one area? Services can be combined to create a customized back-office solution for your business or medical practice.

Your plan may combine bookkeeping, accounts payable, accounts receivable, medical billing, virtual administrative support, financial reporting, and other services based on your needs.

No two businesses are exactly alike, and your service plan shouldn't be either.

Schedule a free consultation to tell us about your business, what's taking up your time, and where you need help. We'll determine which services make sense and provide customized pricing based on your needs.