Healthcare Practice Bookkeeping & Fractional CFO Services
Expert Financial Management for Your Healthcare Business
HIPAA-Compliant Bookkeeping Solutions
Strategic CFO Insights Tailored for Growth
Who We Serve
We provide bookkeeping and fractional CFO services specifically designed to support the unique financial needs of healthcare and wellness professionals.
Primary/Urgent Care Clinics
Efficient, compliant bookkeeping tailored to busy practices.
- Revenue tracking by service type and provider
- Insurance billing reconciliation
- KPIs for patient volume and profitability
Mental Health Professionals
HIPAA-compliant financial management that supports your practice’s growth.
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Accurate insurance reconciliations and billing
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Monthly KPI dashboards (session utilization, revenue per session)
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Secure, compliant bookkeeping processes
Physical Therapists
Simplified tracking of sessions, packages, and profitability.
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Session-based revenue recognition
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Prepaid package tracking and management
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Therapist productivity reporting and insights
Chiropractors
Keep your financial health in alignment.
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Efficient management of recurring visits and co-pays
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Precise tracking of client prepaid packages
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Audit-ready financial documentation and reporting
Veterinary Practices
Financial care as focused as your veterinary practice.
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Track pet-specific billing and wellness plans
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Integrate with vet clinic software
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Get clear, actionable profitability reports
Fitness & Wellness Studios
Streamlined financial management for membership-driven businesses.
- Membership billing and recurring revenue tracking
- Class-based revenue recognition
- Integration with POS and booking systems
What We Do
– Accrual-based revenue recognition for packages and sessions
– Provider-level performance and revenue tracking
– Insurance reimbursement reconciliation
– HIPAA-aware financial workflows
Common Financial Challenges for Healthcare & Wellness Businesses:
- Complex revenue recognition from prepaid packages and subscriptions
- Difficulty reconciling insurance reimbursements
- Inconsistent financial tracking causing revenue leakage
- Lack of HIPAA-compliant financial processes
- Poor visibility into essential KPIs (client utilization, AR aging)
How Fiscal Wealth Partners Helps:
- Establish deferred revenue tracking for prepaid services
- Insurance payment reconciliation to maximize reimbursements
- Secure, HIPAA-compliant bookkeeping procedures
- Monthly KPI reports tracking profitability & productivity
Bookkeeping Services.
Monthly Support Plans- Revenue & Expense Categorization
- Payroll & Contractor Payments
- Insurance Reconciliation
- Monthly Financial Statements (P&L, Balance Sheet)
Fractional CFO Advisory
Strategic Financial Leadership- Financial Dashboards & KPI Tracking
- Cash Flow Forecasting & Budgeting
- Profitability & Growth Strategies
- Strategic Planning & Decision Support
After partnering with Fiscal Wealth Partners, Dr. Lee’s Physical Therapy Practice increased revenue recognition accuracy by 30%, dramatically reduced billing delays, and gained actionable monthly insights into utilization rates and revenue per patient visit.
Benefits of Working With FWP
Why Healthcare Providers Choose Fiscal Wealth Partners
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Experience with therapy and wellness practices
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Familiarity with HIPAA-compliant systems
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Flat-fee, transparent billing
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Tailored dashboards & tax filing support
Start with a Free 30‑Minute Consultation
Tell us a bit about your business. We’ll confirm details during the call.
- Meet via Zoom/Teams or phone
- No obligation, real advice
- Available across VA–MD–DC