Veterinary Bookkeeping & Finance
Less time on finances, more time with furry friends.
As veterinary bookkeeping experts we:
Give Vets time back to grow their practice or simply enjoy life outside the clinic.
Empower data driven business decisions with impactful financial reporting and guidance.
Provide total financial clarity with efficient, meticulously organized books that provide a clear view into revenue, expenses, and profitability.
Work closely with CPAs to ensure accuracy and readiness come tax time — No more missed deductions, inaccurate financial reports, and cash flow surprises.
Utilize AAHA/VMG compliant chart of accounts, an industry standard that unlocks the potential for accurate comparisons and improved financial insights. By breaking down your Cost of Goods Sold (COGS), we provide detailed insights into your spending, ensuring you have a clear picture of where your money is going.
Vets nationwide count on us for:
Implementation and review of the AAHA-VMG Chart of Accounts
Set-up of Quickbooks online and other technology to automate document collection
Reconciliation of all revenue accounts, bank accounts, credit cards, and loan accounts
Detailed monthly reports and video deep dives that provide valuable insights into your practice’s financial health.
Allocation of payroll into the AAHA-VMG labor accounts
Calculate and pay state sales and use taxes
Manage accruals and depreciation schedules
Prepare financial statements for the practice every month
Liaise with your accountant for tax filings
Manage practice-owned real estate entities
Onboarding Process
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Complete the short "Discovery Form" survey upon scheduling a Free Consultation
All decision makers/owners should be present for the consultation
Read-only access to current records and Financial/Bank Statements may be requested
A proposal will be presented after our initial consultation for our diagnostic review, a financial analysis we do with all clients ahead of partnering that gauges the health of their books, allowing us to determine the right pricing and onboarding plan for our monthly services.
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This is a written agreement between our company and yours that defines the scope of work to be performed
Must be signed by all owners/partners and retainer fee or first month's payment received before starting work
NO CONTRACTS - month-to-month, with 30 days notice (on both ends!)
Monthly payments automatically deducted
Fees are TAX-DEDUCTIBLE!ext goes here
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Already use QBO? Great! All we need is an invite for access
New to QBO? No problem, we can handle the setup/migration for a one-time fee and determine the best software billing option for your company.
Once set up, transactions will be pulled from your bank daily and then matched and reconciled on a weekly or monthly basis
You will be given a list of instructions of what we need on a monthly basis for things to run smoothly on my end
Our client portal allows us to ask questions and request documents, as needed
