Practice Accounting That Meets You Where You Are

QuickBooks Online 1 on 1 training and support is available and can be tailored specifically to you and your team. We can also provide access to online tutorials and resources that walk through how to use your accounting system and dashboards effectively. This gives you and your staff the tools they need to stay informed and efficient.

All of our clients operate in QuickBooks Online. This unified system allows us to provide consistent support, streamlined reporting, and accurate financial insights tailored to the needs of veterinary practices.

Should you outgrow us or bring things in-house, we’ll package up tidy records, reports, and clear notes so the transition feels smooth, not stressful.

All clients receive regular reports, however analysis and review of the results varies. Wellness clients receive a Financial Insights video explaining their results, while Advanced Care clients also meet with us to review performance and plan ahead with confidence.

Yes, in our two highest tiers. Our Advanced Care plan includes the largest number of detailed veterinary-specific KPIs and benchmarking so you can clearly see how your practice is performing. If you are on the Wellness plan, there is a limited set of key performance indicators.

Our whole model is designed around how veterinary clinics really run - not perfectly but with lots of care, love, and communication. We understand the challenges you face, the many hats you wear, and speak your language (well, mostly; but we can swap technical speak some other time). We use AAHA’s chart of accounts and industry benchmarks to turn your numbers into practical, vet-specific insights you can use right away.

Real estate accounting is only applicable if you or an entity own your building. Practice accounting manages the daily financial activity of your operating entity, such as income, expenses, and payroll. Real estate accounting looks at property costs, rent, and ownership details of the holding company which holds your real estate. Both work together to give you a complete, accurate view of your financial picture.

No. To keep your books accurate and consistent, our team manages all aspects of your bookkeeping. This helps prevent errors and ensures your financials are always clear, reliable, and ready when you need them.

Every month, we take care of the details so you can focus on your patients. We handle your bookkeeping, categorization, month-end journal entries, reconciliations, and financial reviews. Clients on higher-tier plans get even more frequent reconciliations and reporting, giving you a real-time view of how your practice is performing.

We help you make sense of the numbers, not just deliver them. Wellness and Advanced Care come with a guided video review, and Advanced Care adds a monthly meeting to connect your goals to your financial results.