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Tier 03 · Accounting Operations
Accounting operations: bills, collections, payroll, and books, handled.
We run the daily back office that keeps cash moving. Available à la carte or as a comprehensive package.
What's included
What we handle
- BookkeepingAll transactions booked. Behavioral health chart of accounts, reconciliations, monthly close, and financial statements every month.
- Accounts PayableImplement and manage your bill-pay systems. Approval workflows, vendor management, spend control.
- Accounts ReceivableInvoice your customers and follow up on collections. Faster billing, payor follow-up, and prepayment protocols to tighten the cycle from service date to deposit.
- PayrollBi-weekly payroll processing, software management, and quarterly tax filings.
- Tax ComplianceTax strategy and annual filings, with the lens of an operator who knows behavioral health.
Who it's for
Built for
- Programs that want accurate, on-time books without an in-house team
- Owners spending leadership time on bills, payroll, and collections
- Outpatient, IOP, PHP, residential, and inpatient behavioral health operators
Systems we typically use
QBO · Rippling (HR & payroll) · Ramp · Divvy
How it works
How an engagement runs
- 60-minute Free Financial Systems AuditYour top 3 profit levers, a redlined P&L, and a 90-day sprint plan. Yours to keep.
- Custom quoteA month-to-month package scoped to what the audit found.
- OnboardingWeek 1: access to banking, payroll, and billing systems.
- Ongoing operationsBills, collections, payroll, and books handled on a set schedule.
Month-to-monthScale up or downCustom quote after your audit
Start here
The Free Financial Systems Audit
A 60-minute working session with Josh. You keep all the analysis, even if we never work together. Pricing for any ongoing work is a custom quote after the audit.
60Minutes
3Deliverables
$0Cost
Questions first? Email josh@bhealthcfo.com or Call Josh 435-429-2855.
Audit findings are preliminary and based on the information you share with us. The free audit doesn’t create an advisory or client relationship. Details
Once you engage, Josh & Tyler take every onboarding call personally.
What you walk away with
- Your top 3 profit levers, quantified in dollars.
- A redlined P&L showing where margin is hiding.
- A 90-day sprint plan you can run with us, or without.
Built for outpatient, IOP, PHP, residential, and inpatient behavioral health operators.