Practice owner reviewing monthly bookkeeping with a calculator
Service

Monthly bookkeeping, handled.

Our monthly bookkeeping service keeps every transaction recorded, every account reconciled, and every card processor payout matched to your bank, so your numbers are always right.

Certified QuickBooks ProAdvisorMBA-backed strategyVirtual, nationwide
The problem

Guessing isn't a strategy

When the books fall behind, every decision becomes a guess.

Payouts never match deposits

Processor fees, refunds, and batch deposits make sales and bank balances disagree.

Categories are all over the place

Expenses land in the wrong buckets, so your reports aren't reliable.

Memberships and packages

Prepaid and recurring revenue make monthly results hard to read.

Books are months behind

By the time you see the numbers, it's too late to act on them.

Your CPA has questions

Every tax season starts with a scramble to clean things up.

You're not sure they're right

You're not confident the numbers reflect what's really happening in your practice.

What's included

Everything your books need, every month

A complete monthly bookkeeping cycle for chiropractors, wellness clinics, IV drip bars, and acupuncturists, done the same careful way every time.

Bookkeeper reconciling accounts with a calculator and notebook
  • Transaction recording and categorizationEvery transaction recorded in a chart of accounts built around your practice.
  • Bank and credit card reconciliationAll accounts reconciled monthly.
  • Processor payout matchingCard processor deposits matched to sales, fees, and refunds.
  • Membership, package, and refund trackingPrepaid and recurring revenue tracked accurately.
  • Month-end closeBooks closed each month so your reports stay consistent.
  • Monthly financial reportsProfit and loss, balance sheet, and a plain-language summary.
How it works

Getting started is simple

  1. Book a free call

    Tell us about your practice and current setup.

  2. We get set up

    We connect to your accounts and build your books around how you get paid.

  3. Clean books, every month

    You get reconciled books and a clear report each month.

FAQ

Questions about monthly bookkeeping

What software do you use?

We work in QuickBooks Online. Our team is led by a Certified QuickBooks ProAdvisor.

What if my books are behind?

We'll start with a catch-up clean-up to bring your books current, then move to monthly bookkeeping.

Who do you work with?

Cash-pay holistic health practices, including chiropractors, wellness clinics, IV drip bars, and acupuncturists, nationwide.

Is the discovery call free?

Yes. There's no cost and no obligation.

Kara, founder of Maple Tree BookkeepingTalk with our teamLed by Kara, Founder and Certified QuickBooks ProAdvisor

Get books you can trust every month

Book a free discovery call and see what monthly bookkeeping would look like for your practice.