For the practice owner

You didn't train in medicine to chase deposits from three clearing accounts.

Clear payer mix. Clean provider pay. A P&L that matches how care actually runs. Fixed fee. Free assessment.

Get my free cleanup assessment
Steven Palmieri · Dallas, TXbooks cleanup specialistsConfidential — your data stays yoursAssessment within 2 business days

If this is your week…

You're not bad at business. The books just stopped telling the truth about your practice.

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Deposits don’t match care delivered

Insurance, patient pay, and write-offs blur — so you never know what a day of practice really earned.

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Provider pay is a monthly fight

Splits, guarantees, and bonuses live in spreadsheets while the books stay wrong.

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Compliance-adjacent mess

Messy books don’t just waste time — they make audits, partners, and lenders harder than they should be.

How it works

1

Tell us where it hurts

Two minutes. No document dump. Just the truth about how behind it feels.

2

Free assessment

We map deposits, adjustments, and provider economics to a chart that fits a practice — not a retail shop.

3

We clean it up

Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.

The Healthcare Business Books Cleanup Package

Practice cleanup that makes revenue, payers, and provider pay legible.

Full diagnostic review

Every account reconciled and every anomaly documented before we change a thing.

Catch-up categorization

The backlog cleared with industry-correct categories — not a generic chart of accounts.

Clean handoff report

A before/after summary and simple monthly rhythm so it stays clean.

If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.

Get my free cleanup assessment

Healthcare Business owners like you

“Collections finally reconcile to my PM system.”

— Owner, two-provider clinic

“Clean books made the practice loan renewal painless.”

— Owner, dental practice owner

Illustrative examples of typical client situations — not statements from specific named clients.

Get your free cleanup assessment

Tell us a little about the business — we reply within one business day.

We’ll only use this to respond about your books. No spam, ever.

Common questions

How long does a cleanup take?

Most cleanups finish in 2–4 weeks depending on backlog size and account volume.

What does it cost?

Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.

Do you replace my CPA?

No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.

Is my data handled confidentially?

Yes — we work from financial exports only (no PHI needed) under a confidentiality agreement.

Will you judge the mess?

Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.

What happens after the cleanup?

You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.