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Our Services

We offer three service levels to fit your stage of growth. We have plans for Direct Primary Care clinics, just starting out, or those running a growing clinic with multiple providers. Every plan is designed with healthcare accounting in mind and handled by a trusted medical bookkeeper.

If your DPC is well-established and your situation is unique, we would be energized to engineer a bespoke solution tailored to meet your exact goals.

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Ledger Check

Recommended for solo providers and new startups

Ledger Check helps you stay organized from the start.

  • Monthly transaction categorization
  • Bank and credit card reconciliations
  • Standard monthly reports (P&L, Balance Sheet, Cash Flow)
  • Integration with your preferred EHR such as Hint
  • Secure document portal for protected data sharing
  • Optional QuickBooks setup or cleanup
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Steady Flow

Our most popular plan

Built for growing practices that need more than clean books. Steady Flow brings structure,
strategy, and monthly support.


Includes everything in Ledger Check, plus:

  • Profitability coaching tailored to your goals
  • Custom Chart of Accounts based on your practice type
  • Monthly Business Review Meetings
  • 1099 reporting
  • Receipt management and automation tools
  • Year-end tax-ready financials
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Private Practice Pro

For busy teams and scaling operations

Private Practice Pro provides you with full support, insight, and hands-on assistance.


Includes everything in Steady Flow, plus:

  • Bookkeeping software setup and training for up to 3 staff
  • Sales tax filing
  • Income tax filing
  • Inventory and Accounts Receivable tracking
  • Payroll management
  • Individualized Business Review Meeting cadence
  • Custom reports on request (delivered within two business days)

Ready to take control of your
practice's financial future?

Schedule a free consultation to discover how we can transform your practice’s financial clarity.

Book a Call
Call Us: 1-800-507-4574
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Expert Bookkeeping & Tax Services for Direct
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Phone: 1-800-507-4574

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