Veterinary Bookkeeping & Finance

We take care of your books so you can take care of our furry friends.

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We work exclusively with Veterinarians:

  • Giving Vets time back to grow their business and enjoy life outside the clinic.

  • Empowering data driven business decisions with monthly financial reporting and guidance.

  • Providing total financial clarity with efficient, meticulously organized books that provide a clear view into revenue, expenses, and profitability.

  • Working closely with CPAs to ensure accuracy and readiness come tax time — No more missed deductions, inaccurate financial reports, and cash flow surprises.

  • Utilizing AAHA 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 with video deep dives providing valuable insights into your practice’s financial health.

  • Allocation of payroll into the AAHA-VMG labor accounts

  • Managing accruals and depreciation schedules

  • Preparing financial statements for the practice every month

  • Working with your accountant for tax filings

  • Manage practice-owned real estate entities

Onboarding Process

    • 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

    • We conduct a financial analysis with all clients ahead of partnering that gauges the health of their financials, allowing us to determine a precise quote and onboarding plan for our monthly services.

    • 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

    • Monthly payments automatically deducted 

    • Fees are TAX-DEDUCTIBLE!

    • 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

How to get in touch