Industry Focus · Healthcare & Medical
Accounting for medical practices, clinics & healthcare providers
Bookkeeping built for medical practices — insurance claims, patient billing and provider pay, handled from claim to close.
10+
Clients
Zero
Late Filings
10+ Yrs
Experience
Platforms We Manage
Your systems, reconciled — not replaced
6
Platforms supported
0
Systems you need to switch
QuickBooks Online
Class & location-level tracking, multi-entity consolidated books.
Sage Intacct
Multi-location consolidations, fund accounting, dimension reporting.
NetSuite
Multi-provider revenue cycle & GL sync across locations.
Bill.com
Vendor bill approval, payment routing, AP automation.
Stripe & Square
Easy in-office & online patient payment collection.
Gusto & ADP
Simple payroll, provider compensation, contractor 1099 tracking.
Services by Client Type
Built for How Each Type of Practice Actually Runs
Medical & Physician Practices
- Tracking insurance payments
- Patient billing & payment follow-up
- Tracking income by provider
- Provider pay calculations
- Insurance payout reports
- Profit reports by location
Dental Practices
- Insurance vs. patient-pay tracking
- Treatment billing reconciliation
- Tracking chair-side production
- Staff pay & bonus calculations
- Equipment & lab cost tracking
- Profit reports by location
Behavioral Health & Therapy Practices
- Session billing tracking
- Sliding-scale & self-pay tracking
- Clinician workload tracking
- Clinician pay & split reports
- Insurance approval revenue tracking
- Practice profit reports
Workflow & Cadence
Bookkeeping built around how your medical practice actually runs
| WORKFLOW | CADENCE | WHAT'S COVERED |
|---|---|---|
|
Bookkeeping & AP/AR
|
WEEKLY |
•
Transaction categorization by provider & location
•
Vendor bill entry & payment processing
•
Patient co-pay & self-pay tracking
•
Supply & clinical expense processing
|
|
Reconciliation & Compliance
|
WEEKLY |
•
Bank & credit account reconciliation
•
Merchant & patient payment tie-out
•
HIPAA-compliant document handling
•
Payroll tax filing tracking
|
|
Financial Reporting
|
MONTHLY |
•
P&L, balance sheet & cash flow statements
•
Provider & location-level reports
•
Budget vs. actual variance reporting
•
Owner & board reporting packages
|
|
Insurance & Claims Reconciliation
|
AS NEEDED |
•
ERA/EOB & remittance reconciliation
•
Claim denial & resubmission tracking
•
Payer mix & reimbursement analysis
•
Write-off & adjustment reporting
|
|
Payroll & Provider Compensation
|
BI-WEEKLY |
•
Payroll processing & tax deposits
•
Provider compensation & RVU tracking
•
Benefits & retirement contribution sync
•
Contractor 1099 tracking
|
Onboarding
Live on your books in under two weeks
Discovery & systems audit
We map your locations, payer mix and current EHR/billing software.
Chart of accounts setup
Clean, practice-specific chart of accounts built or repaired.
Historical catch-up
Books brought current, discrepancies resolved.
Ongoing monthly close
Reconciliations, statements and reporting on schedule.
Monthly strategy review
A standing session on performance and planning.
How We Compare
The real problems a generic firm won't solve
| PRACTICE NEED | GENERIC OUTSOURCED FIRM | SMARTLEDGER |
|---|---|---|
|
Bank & merchant account reconciliation done right
|
Reconciled sporadically, often behind
|
Every account reconciled and coded weekly
|
|
Insurance claims and remittances reconciled to the penny
|
Claims tracked loosely, if at all
|
ERA/EOB & denials reconciled every close
|
|
Patient AR aging, always current
|
Aging reports run once a quarter
|
Patient AR aging updated and reviewed every week
|
|
Patient records handled the simple, HIPAA-safe way
|
No formal privacy protocol
|
Every record access-controlled and HIPAA-aligned
|
|
Payroll that runs accurately, every time
|
Payroll run manually, errors slip through
|
Payroll processed accurately and on schedule
|
|
Every document organized in one place
|
Documents scattered, untracked
|
Every document filed and searchable, tied to its entry
|
|
Audit-ready books, all year, not just at tax time
|
Year-end scramble before filing
|
Tax-ready books, reconciled every month
|
|
One system of record across every location
|
Each location tracked separately
|
Consolidated reporting across every location
|
Trusted Partner
Why Healthcare Providers Choose Smartledger
Growth changes what your books need. We’re built to keep pace with every deal, entity and milestone.
Healthcare Accounting Specialists
Our team lives in claims and remittance data, not generic ledgers.
HIPAA-Aligned Processes
Patient-linked financial data handled under strict access controls
Maker-Checker Review
A second reviewer verifies every close before it reaches you.
Secure Cloud Systems
Bank-grade encryption and access controls protect every record.
24-Hour Response
Questions get a same-or-next-business-day answer, always.
Testimonials
A full-stack finance function,
built around your business.
FAQ’S
The Answers You're Probably Looking For
The questions that matter most when choosing a finance partner — clearly answered.
Can you reconcile insurance claims and remittances?
Yes. We match every ERA/EOB against billed claims and flag denials or underpayments, so revenue leakage gets caught before it becomes a write-off.
How do you handle patient AR and self-pay balances?
We track patient AR aging weekly alongside insurance receivables, so overdue balances get followed up on before they age out.
How do you handle denied or rejected insurance claims?
We track every denial, flag the reason and resubmit or follow up, so payments you’re owed don’t get written off by mistake.
Do you handle HIPAA-compliant financial data?
Yes. All patient-linked billing and financial records are handled under strict access controls and secure systems aligned with HIPAA requirements.
How quickly can you take over our books and be fully caught up?
Most healthcare clients are fully onboarded and current within two weeks, including historical catch-up, so your very next close arrives clean and on schedule.