Financial Management Built for Medical Practices
A Financial Back Office, Not Just a Bookkeeper
Everly Accounting Services offers three levels of support, built specifically around how medical and healthcare practices operate:
Essentials
Clean, accurate monthly bookkeeping in QuickBooks Online, built on a chart of accounts designed for practices — tracked by provider, service line, and payer mix. Bill pay handled through Bill.com. Reconciliations done every month, not scrambled together at tax time.
Practice Financial Management
Everything in Essentials, plus payroll oversight, cash flow monitoring, AR aging visibility, and quarterly financial reviews — so you always know where the practice stands, not just what happened last year.
Fractional CFO Advisory
Our most comprehensive offering. Monthly strategy calls, a practice KPI dashboard (revenue per provider, overhead ratio, days in AR, and more), compensation modeling for partners and associates, budgeting and forecasting, and coordinated year-round tax planning through our partner tax accountant — so nothing falls through the cracks between "bookkeeping" and "tax season."
FAQ
Do you handle medical billing or insurance claims? No — we focus on your practice's overall financial management (bookkeeping, cash flow, CFO advisory). We coordinate closely with your existing billing or RCM team on the financial reporting side.
Do you file our taxes? We prepare and maintain tax-ready books year-round and work directly with our tax accountant, who handles the actual filing — so nothing gets lost in the handoff.
We're a small practice — is this overkill for us? Not at all. Our tiers are built exactly for solo and small practices that need clean, reliable books without a full CFO engagement.
Why Practices Choose Everly
Built for healthcare, not retrofitted. Our reporting is structured around how practices actually make money — by provider and service line — not generic small-business categories.
One team, not five vendors. Bookkeeping, CFO advisory, and tax coordination under one roof, working from the same numbers.
Real financial visibility. Know your overhead ratio, your AR aging, and your true cost per visit — not just your bank balance.
A tax strategy that isn't a once-a-year conversation. We work with your dedicated tax accountant year-round, not just in April.
Who We Work With
Solo and small-group physician practices, dental offices, med spas, physical therapy clinics, and behavioral health practices. If you're running a practice and spending more time worrying about the business side than you'd like, this is built for you.
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer