← All services 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

  1. 60-minute Free Financial Systems AuditYour top 3 profit levers, a redlined P&L, and a 90-day sprint plan. Yours to keep.
  2. Custom quoteA month-to-month package scoped to what the audit found.
  3. OnboardingWeek 1: access to banking, payroll, and billing systems.
  4. Ongoing operationsBills, collections, payroll, and books handled on a set schedule.

Month-to-monthScale up or downCustom quote after your audit