Specialized Bookkeeping for Doctors—Tailored, Accurate, and Consistent
As a medical or dental practice, your bookkeeping requirements are unlike those of traditional retail, manufacturing, or service-based businesses. At DrCFO, we understand these unique needs because we only work with doctors.
That means no generic templates or one-size-fits-all approaches—our accounting systems are built specifically around how healthcare practices operate. You'll be assigned a dedicated accounting team who works not just monthly, but weekly and often daily to ensure your financial records are always up-to-date, accurate, and audit-ready.
With DrCFO, your books are never an afterthought—they're a strategic tool for running a smoother, more profitable practice.
Personal Bookkeeping for Doctors—Because Your Finances Deserve the Same Attention as Your Practice
Your personal financial life is just as important as your practice’s—and often, just as complex. From managing multiple income streams and investment accounts to tracking personal expenses, mortgages, and tax deductions, doctors face unique personal finance challenges that require more than generic bookkeeping.
At DrCFO, we extend our expertise beyond your business books to offer personalized, confidential bookkeeping services for your individual finances. You’ll get:
-
A dedicated team focused on your personal financial goals
-
Real-time visibility into spending, savings, and investment trends
-
Organized, tax-ready records for stress-free year-end filing
-
Strategic insights to help plan for big milestones like retirement, real estate, or education
With DrCFO, your personal books are handled with the same precision and professionalism we bring to your practice—giving you peace of mind both at work and at home.
BENEFITS
**Minimum 12 Month Agreement**
Dedicated Bookkeeper
A consistent, expert point of contact who knows your books—and your practice—inside and out.
Human Guided AI
The best of both worlds—cutting-edge automation supervised by real financial experts.
HIPAA-Aware Privacy Protocols
Confidentiality and discretion baked into every part of our process.
Medical Industry Best Practices
Specialized accounting methods tailored to the financial workflows of healthcare professionals.
Custom Reports
Get insights that matter: procedure profitability, provider productivity, overhead trends, and more.
Cloud-Based, Anytime Access
View your books, reports, and uploads securely from anywhere—clinic, home, or travel.
Weekly & Real-Time Reporting
Stay on top of your numbers with frequent, reliable updates—not just end-of-month surprises.
Multi Company Bookkeeping
Consolidated books and reports for doctors managing multiple practices, real estate, or investments.
Specialized Medical General Ledger
A chart of accounts structured specifically for physician and dental practices.
Seamless Integration with Your CPA
View your books, reports, and uploads securely from anywhere—clinic, home, or travel.
Ready to Simplify Your Financial Life?
Let's Talk. Whether it's for your practice or your personal books. we'll build a bookkeeping solution tailored to you.