Carefully Designed Accounting Solutions for Medical Practices

The complexities of healthcare accounting can pull you away from what matters most—caring for your patients and growing your practice. That’s why we deliver tailored accounting solutions to alleviate administrative burdens and provide actionable insights to empower informed decision-making.

Let us help you streamline operations, enhance profitability, and focus on what you do best—delivering exceptional care.

Services

Your Strategic Partner for Healthcare Accounting and the Office of the CFO

Accounting Operations

Our Accounting Operations Services maintain your financial health and keep your leaders focused on delivering exceptional care.

  • Bookkeeping & Monthly Financial Reporting
  • Accuracy and compliance with financial regulatory standards
  • Coordination between your lenders, insurance brokers, and tax professional

Software Implementation

Our expertise in modern accounting softwares ensures your technology stack is optimized for efficiency, accuracy, and actionable reporting.

  • Accounting software implementation and remediation
  • Third Party Integrations
  • Report design and automation optimization

Fractional CFO Services

Our Fractional CFO services provide strategic guidance, optimized back-office processes, and insightful financial reporting that empowers informed decision-making.

  • Tailored strategic plans for sustained growth
  • KPI Measurement and Tracking
  • Capital Advisory and Business Succession Planning
Our Process

Your Personalized Accounting Advisory Journey

Our Engagement Roadmap

At Caretakers, we recognize that one size does not fit all. Our service consultation process is designed to be as unique as your business.

  • 1

    Schedule a Discovery Call

    Reach out to us and one of our experienced consultants will initiate the process. During our intial meeting we will learn about your goals, challenges, and expectations and share how our expertise would align with your objectives.

  • 2
    In-Depth Analysis

    We will then delve deep into your operations, requesting documentation and conducting a thorough analysis to identify inefficiencies, bottlenecks, and opportunities for improvement.

  • 3
    Tailored Solution Proposal

    Based on our analysis, we craft a customized proposal outlining the accounting solutions specifically designed to address your unique needs.

  • 4
    Implementation

    Once the strategy is approved, we will hit the ground running to establish the cadence of financial reporting, and accounting operations excellence. During this collaborative process we'll work alongside you and your team to define accounting best practices and deliver financial insights into decision makers hands.

  • 5
    Enhancement and Support

    Core to our business philosophy is continuous improvement through iteration. We'll meet with you regularly to review your financial reports, and together we'll discuss how we can refine our strategies, identify new opportunities, and optimize profitability.

Contact

Schedule a call with our team

We look forward to hearing from you. Tell us about your practice's goals and challenges and together we'll craft a solution to meet them head on.