The Maple Tree Blog

Money notes for holistic health practices

Plain-language bookkeeping tips on taxes, cash flow, and clean books, so you can spend less time on numbers and more time with your patients.

Latest articles

New guides for practice owners, written by Kara.

Bookkeeping tips written for cash-pay health practices

Most bookkeeping advice is written for retail shops or big companies. Your practice works differently. You sell visits, memberships, and prepaid packages. You take card and HSA/FSA payments through more than one processor. And you buy supplies, supplements, and equipment that all need to land in the right place on your books.

That is why every guide here is written for chiropractors, wellness clinics, IV drip bars, and acupuncturists. For example, Kara covers the questions our team hears most from practice owners:

  • How to track memberships and prepaid treatment packages
  • How to match card processor payouts to your bank deposits
  • What to set aside for quarterly estimated taxes
  • How to know your books are accurate and up to date

Would you rather have it handled for you? See our bookkeeping and payroll services, or book a free discovery call.