Capital Advisors · QuickBooks for Medical Practices
Revenue-cycle-aware bookkeeping, payer-mix visibility, and provider-level profitability in QuickBooks. As Certified Advanced ProAdvisors who serve practices, we set QuickBooks up for how healthcare actually gets paid.
Medical and dental practices have a payment model most QuickBooks setups ignore — multiple payers, insurance timing, and provider-level economics. We configure QuickBooks so your books reflect real collections, payer mix, and what each provider actually contributes.
Whether your file lumps everything together or you’re starting fresh, we build QuickBooks around the realities of running a practice.
QuickBooks set up to reflect real collections and timing, not just what was billed.
Income tracked so you can see the mix across insurers and self-pay, and how it shifts.
Revenue and cost tracked by provider so you know who and what drives the practice.
Class and location tracking for practices running more than one site.
Clean handling of staff payroll, provider compensation, and owner distributions.
P&L, balance sheet, and cash flow built to actually inform practice decisions.
A 20-minute call. Tell us how your practice bills and pays, and we’ll show you what QuickBooks should be doing for you.
Does QuickBooks work for a medical or dental practice?
Yes — QuickBooks handles the practice’s accounting (the general ledger, payroll, distributions, and financial statements). It sits alongside your practice-management/billing system, and we set it up so the financials reflect real collections and payer mix rather than just billed amounts.
Can you track profitability by provider?
Yes. Using classes and a thoughtful chart of accounts, we structure QuickBooks so revenue and cost can be viewed by provider — useful for compensation, partnership decisions, and understanding what drives the practice.
Do you handle multi-location practices?
Yes. We use location and class tracking so a multi-site practice can see each location’s performance as well as the consolidated picture.
Can you clean up a practice’s existing QuickBooks?
Yes. Restructuring a practice’s file — fixing the chart of accounts, separating providers and locations, and reconciling — is common cleanup work for us.
Verified 5-star reviews from our Intuit ProAdvisor profile.
“They untangled a lot of old messes in our data, cleaned up how everything was set up, and made the whole close process way less painful than it used to be. The biggest win for us is that our numbers actually make sense now — we can see what’s going on with cash, the reports are easier to read, and a lot of the little manual stuff we used to deal with just isn’t an issue anymore. They’re easy to communicate with, quick to respond, and they tend to spot problems before we even realize something’s off.”
CoreOps101 Verified Intuit ProAdvisor review
“We’ve been running a small e-commerce store for a few years now, and working with Heather has honestly been a huge relief. She keeps our numbers clean and always catches issues before they turn into bigger problems. Her attention to detail has saved us more than once.”
FrancisandRue Verified Intuit ProAdvisor review