Accounting and Bookkeeping for doctors and dentists.
The saying goes, “You don’t know what you don’t know” and most practice owners simply do not understand financial statements and accounting.
It’s OK! Your degree is not in accounting.
We provide specialized accounting services for practices just like yours.
At Caris Partners, our finance team provides in-house and remote finance and bookkeeping services including virtual CFO services, exclusive to medical and dental practices.
We handle every aspect of your accounting including accounts payable (vendors, suppliers, and patient refunds), monitor accounts receivables, submit employee payroll, and prepare monthly financial statements (income statements and balance sheet), and cash flow projections. We record all transactions in QuickBooks® and provide a clear picture of your practice’s health and vitality.
Every month, you will receive clear financial statements and a professional summary of your practice’s performance. We will discuss your goals and prepare for future growth or equipment purchases.
Timely financial data allow managers and consultants the ability to make critical decisions on marketing strategies, emerging industry changes, service delivery, budgeting, expansion plans, and equipment purchases.
Our services include managing and balancing banking accounts, accounts payable, payroll and withholdings, financial reporting, profit and loss statements, balance sheets, cash flow statements, and IRA and 401k entries. At the end of the year, we will send your financials to your CPA for timely tax filing.
In addition to helping your practice with important financial responsibilities, we also offer personal bookkeeping for our clients. Our team can automate your home finances and provide you with peace of mind that your bills are paid on time.
