This free bookkeeping consultation is designed to give us both a clear picture of where your finances stand today, where you want to take your practice, and whether Maple Tree is the right partner to get you there.
Tell us about your practice. The services you offer, how patients pay you, and what's been keeping you up at night. We want to understand the full picture before we say a word about what we do.
We'll ask a few simple questions about your current setup. Are your books current, behind, or kept by someone else and still hard to read? Which payment processors and practice software do you use?
Based on what we hear, we'll show you precisely where we'd start, what ongoing support looks like, and how staying on top of your books keeps cash flow predictable and tax season calm.
You'll leave the call knowing exactly what comes next, whether that's ongoing monthly bookkeeping or a one-time clean-up. Because our team is led by a certified QuickBooks ProAdvisor, you'll also get straight answers about your setup. And either way, there's no obligation.
Yes. There is no cost and no obligation. The goal is simply to understand your practice and show you what clean, accurate books would look like for you.
Nothing formal. However, it helps to know which payment processors and practice software you use, whether you are on QuickBooks, and roughly how current your books are.
That is exactly what we are here for. Whether your books are behind or you just want a fresh set of eyes, we will tell you honestly what we see, with no judgment.
You will talk with a member of the Maple Tree team. Our team is led by founder Kara, who has an MBA and is a Certified QuickBooks ProAdvisor, and we work with chiropractors, wellness clinics, IV drip bars, and acupuncture practices. Learn more about our team.
Have a quick question first? Send us a note and our team will get back to you.