Accounting for practices that put patients first.
Insurance reimbursement tracking, provider compensation, and tax planning — built for medical practices, dental offices, chiropractors, and wellness businesses across San Diego.
The financial challenges healthcare practices face every day.
Running a healthcare or wellness practice is complex enough — your accounting shouldn't add to the stress. We understand the financial side of patient care.
Insurance reimbursements are hard to track
Multiple payers, varying rates, and delayed payments make it nearly impossible to reconcile insurance revenue without the right systems in place.
Provider compensation is complicated
Paying associate providers, splitting revenue fairly, and structuring compensation packages requires careful bookkeeping and planning.
You don't know your true practice profitability
Revenue looks strong but after payroll, supplies, and overhead — you're not sure what the practice is actually making.
Tax season is stressful every year
S-Corp elections, owner salaries, equipment deductions — without proactive planning, healthcare providers consistently overpay on taxes.
Payroll is more complex than other businesses
Licensed providers, office staff, and 1099 contractors all have different payroll and tax treatment — and mistakes are costly.
You're too busy caring for patients to manage finances
You went to school to help people — not to reconcile bank accounts or chase down tax filings. Your time is better spent on patient care.
Three services. One team.
We handle the financial side of your practice — bookkeeping, taxes, and CFO strategy — so you can focus entirely on your patients.
Bookkeeping
Clean monthly financials with insurance reimbursement tracking, provider pay reconciliation, and practice-level reporting.
- Monthly bank reconciliation
- Insurance reimbursement tracking
- Provider compensation reconciliation
- P&L and balance sheet
- QuickBooks Pro Advisor
Tax Preparation & Planning
Proactive tax strategy built around practice ownership, S-Corp elections, equipment deductions, and healthcare-specific write-offs.
- Business tax returns (S-Corp, LLC, PC)
- S-Corp election & owner salary planning
- Equipment & facility deductions
- Quarterly estimated taxes
- Year-round proactive planning
CFO Services
Practice profitability analysis, cash flow planning, and financial strategy to help your practice grow sustainably.
- Practice profitability analysis
- Provider revenue per visit tracking
- Cash flow forecasting
- Overhead & expense optimization
- Monthly CFO review calls
A CPA who understands the business of healthcare.
Healthcare accounting is unlike any other industry — insurance reimbursements, provider compensation models, and practice overhead all require specialized knowledge. We bring that expertise to every client engagement.
- Licensed CPA — not just a bookkeeper
- Insurance reimbursement tracking built into your books
- S-Corp strategy to reduce your self-employment tax bill
- Proactive — we flag issues before they become problems
- 48-hour response guarantee, always
- Month-to-month — no long-term contracts
Every type of healthcare & wellness practice.
From solo practitioners to multi-provider clinics — if you care for patients or clients, we understand your financial model.
Medical Practices
Dental Offices
Chiropractic
Wellness Centers
Optometry
Mental Health
Physical Therapy
And More
Businesses that trust
Accounting Fresh.
"Accounting Fresh has been a game changer for my small business. David and his team take bookkeeping and accounting off my plate completely and do it with care, accuracy, and attention to detail."
"David and his team are extremely knowledgeable, communicative, and very easy to work with. They make taxes and accounting work a breeze. So stoked my wife found them."
"We really enjoy working with Accounting Fresh. Their attention to detail, responsiveness, and industry knowledge have been outstanding. We consider them an essential part of our team."
Financial guides for healthcare practices.
Focus on patients. We'll handle the numbers.
Schedule a free call with David — a licensed CPA who understands healthcare practice accounting. We'll review your books and show you exactly what we'd improve.
Whether you have questions about our services or are ready to optimize your business finances, we’re here to help. Fill out the form or contact us directly, and let’s take the first step toward simplifying your bookkeeping and accounting needs.