What I do
Accounting, built around your business.
I'm a CPA who handles the financial side of a business from the first insurance panel to the tax return. Choose the one that sounds like you.
Healthcare practices
Insurance work and business work, handled together.
A practice has two jobs to get right: getting paid by insurance, and running the business behind it. I handle both, so nothing falls between the cracks.
The insurance side
Get on the panels
Get paid by payers
What you earn from insurance feeds the books.
The business side
Know your numbers
Plan ahead, file clean
The insurance side
Credentialing
I handle the paperwork and follow-up until you're approved, for you and for each clinician you add.
- CAQH profile build and maintenance, including re-attestation.
- Payer applications and every follow-up until approval.
- Contract and fee schedule review, and re-credentialing.
Insurance billing
Claims go out, payments are matched to them, and nothing is left sitting unnoticed.
- Claim submission, payment posting, and denial follow-up.
- Underpayments caught by comparing what you were paid to what you're contracted for.
- Work done in your existing system, such as TherapyNotes or your practice's EHR.
The business side
Bookkeeping
Your books reconciled every month, so every insurance payment lands where it belongs.
- Insurance payments matched to the claims that earned them.
- Payroll tied to your books, including how you pay yourself.
- Monthly financials you can read, and a monthly conversation about what they mean.
Tax
Planning during the year, with returns prepared or coordinated with the preparer you already trust.
- An annual planning session before the year closes.
- Books that are already clean when the return is done.
Bookkeeping and tax
Know where your business stands.
This is the same work that sits behind a healthcare practice, and it's available to any owner-operated business. I started in restaurants, so I know what it's like to be responsible for a business nobody trained you to run.
Monthly books
Your books set up properly and reconciled every month.
- QuickBooks Online set up for your business and kept current.
- Bank and credit card accounts reconciled monthly.
- Monthly financial statements you can read.
Invoicing and collections
Billing your own customers, and knowing who has paid.
- Invoices sent and tracked.
- Unpaid balances followed up.
- Payments matched to what they were for.
Payroll and tax
Payroll tied to your books and tax planning before the year ends.
- Payroll coordinated and reconciled, including how you pay yourself.
- An annual planning session before the year closes.
- Returns prepared or coordinated with the preparer you already trust.
Invoicing and collections means billing your own customers. It is separate from insurance billing, which is part of the healthcare practices section above.
QuickBooks Online and Gusto are the platforms I use and prefer, and I'm comfortable working in the software you already have.
Why it matters that I'm a CPA.
A biller sees the claim. A bookkeeper sees the deposit. I see how they connect. I trained as an auditor, so I ask what's missing: what you earned that never arrived, and what the books don't show. In a business, that's where the money quietly goes.
These services work together as one engagement. Each is scoped to your business, and the fees for each are spelled out in your engagement letter before any work begins.
Credentials
Member of the QuickBooks ProAdvisor Program
Certified Medical Reimbursement Specialist (CMRS), American Medical Billing Association.
Michigan CPA certificate/registration · Verify with LARA
I take on a small number of clients.
If you run a business and your billing, books, and taxes live in different places, that's the conversation I'd like to have.
No cost, no pitch, and I'll tell you honestly if I'm not the right fit.