Independent healthcare & practices
Bookkeeping for independent medical practices
You went into healthcare to care for patients, not to wrestle with spreadsheets. Dave Platzer gives independent practices clear numbers and calm evenings. Greater Philadelphia and virtual nationwide.
Independent medical practice bookkeeping requires 4 things: reconciling merchant processing and insurance payouts against bank deposits, tracking fixed overhead and clinical supplies to protect profit margins, keeping patient systems strictly separate from financial books under HIPAA standards, and delivering clean, reconciled books to your CPA.
When the last patient leaves, the paperwork shift begins
Whether you are a chiropractor, dentist, physical therapist, mental health specialist, or concierge physician, you open your doors every morning dedicated to your patients. You are highly educated, deeply skilled, and passionate about clinical outcomes.
When the last patient leaves and the office door closes, a completely different shift begins. Now you are sitting at your desk at night drowning in administrative paperwork. It is not what you were trained to do, and it is not why you opened your practice.
Instead, you are staring at a chaotic pile: insurance statements, patient copays, credit card processing fees, software subscriptions, office lease payments, payroll, and clinical supply invoices. Your treatment rooms are full and your patients are healing, which is great. But when you look at the practice bank account at the end of the month, you wonder why such a busy month feels so financially stressful.
The truth is straightforward: you went into medicine to care for people, not to be an accountant.
Clarity of revenue without administrative dread
You do not need a lecture on how your practice functions. You do not need to feel overwhelmed by backend operations. What most practitioners want is clear revenue and overhead visibility so they can focus 100% on patient care.
That is where NE Bookkeeping steps in. Dave Platzer acts as the calm, trusted financial navigator independent practices need. Having owned small businesses for over 25 years, Dave understands what busy professionals avoid and how an organized financial system protects cash flow. His rule of bookkeeping is simple: if you don't take care of your books, your books will take care of you. And not in a good way.
How we protect your practice cash flow
1. Merchant and insurance reconciliation
Daily patient copays, merchant processing batches, and third-party insurance payouts can blur together quickly. Dave cleans and matches every deposit to your actual bank record so nothing gets lost, unrecorded, or overlooked.
2. Overhead and clinical expense tracking
Dave monitors fixed operational overhead, medical supplies, software subscriptions, and facility rent. You always know your true operating margins instead of guessing what is left after overhead.
3. Secure read-only access and HIPAA compliance
Dave is HIPAA-compliance trained. He operates with secure read-only bank access, meaning he can never move funds or sign checks. He focuses entirely on financial health.
Practitioners often worry a bookkeeper will disrupt their clinical software. Dave does not touch your clinical records or patient charts (whether you use SimplePractice, TherapyNotes, Jane, Dentrix, or Kareo). Instead, he connects to your merchant processor portal and bank feed, keeping clinical records strictly separate from your accounting ledger.
4. Pristine CPA handoff at tax time
When tax season arrives, your CPA receives a pristine, perfectly reconciled set of books. Your tax preparer gets exactly what they need, and you avoid thousands in emergency tax prep cleanup fees.
End your week breathing again
The result is peace of mind. You end your week knowing your transactions are categorized, accounts are balanced, and financial reports are delivered in plain language you can use to manage overhead and grow. You stop doing bookkeeping at 10 o'clock at night.
Local to South Jersey and Greater Philadelphia practices
Dave meets private practitioners and clinic owners throughout South Jersey (including Camden, Burlington, and Gloucester counties) and Greater Philadelphia (including Montgomery, Bucks, and Delaware counties) in person at your clinical office or over coffee. He also works virtually with independent practices anywhere in the United States.
Looking for private practice guides? ReadDave's medical practice bookkeeping best practices or learnwhy busy practices run out of cash.
Medical practice bookkeeping questions
How do you protect patient privacy and stay HIPAA compliant?
Dave is HIPAA-compliance trained. He works strictly with banking and financial records, keeping your bookkeeping completely separate from your clinical EHR or patient management system (including SimplePractice, TherapyNotes, Jane, Dentrix, or Kareo). Protected health information never enters your financial records.
Can you reconcile merchant processing fees and insurance payouts?
Yes. Daily patient copays, credit card processing batches, and third-party insurance payouts create messy bank feeds. Dave matches every deposit to actual bank records so nothing slips through the cracks or gets recorded twice.
Can you move funds or pay vendor bills directly?
No. Dave operates with secure, read-only access. By design, he cannot move money, make withdrawals, or sign checks. Your practice funds remain completely under your control.
What types of independent practices do you work with?
Chiropractors, dentists, solo and group therapy practices, physical therapists, mental health specialists, optometrists, and concierge medical doctors. If you run an independent practice, Dave understands your administrative load.
Do you meet practice owners in person?
Yes. Dave meets practitioners throughout South Jersey (Camden, Burlington, and Gloucester counties) and Greater Philadelphia face to face: at your clinical office, private practice, or over coffee. He also works virtually with independent practices anywhere in the United States.
Focus on patient care. Let Dave handle the books.
Book a free consultation over Zoom, over coffee, or at your office. Dave will look at where your practice books stand and tell you plainly what you need. If your paperwork is backed up, do not worry. He has seen worse.