finance and bookkeeping

At Caris Partners, our finance team provides in-house and remote finance and bookkeeping services. We support your business with a full-service solution to record every transaction and produce monthly financial statements by location and provider.

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 peace of mind that your bills are paid on time.