Our Services

Expert Bookkeeping,
Built for Your Practice.

We don’t do one-size-fits-all. Every medical and dental practice has its own financial fingerprint — so we build every service around yours. From clean monthly books to year-end tax strategy, the Bookkeeping Divas team handles it all.

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Expert bookkeeping services for medical and dental practices South Florida

Service 01

Monthly Bookkeeping

Accurate, on-time books delivered every single month — without you lifting a finger. We reconcile your accounts, categorize every transaction, and produce clean financial statements so you always know exactly where your practice stands.

Dedicated Diva Bookkeeper

You’re matched with a bookkeeper who understands your specific practice type — not assigned to a generic queue.

Monthly Financial Reports

P&L statements, balance sheets, and expense summaries delivered every month so you can make confident, data-driven decisions.

Pre-Scheduled Touchpoints

Regular communication checkpoints built into every plan — so you’re never left wondering about the status of your books.

Monthly bookkeeping for medical practices South Florida

What’s Included

Everything Your Practice Needs to Stay Financially Healthy

Our monthly bookkeeping service covers every financial task your practice generates — from daily transactions to the year-end wrap-up that your CPA will love.

✓Account reconciliation — every bank account, credit card, and class reconciled monthly without exception
✓Transaction categorization — every expense correctly coded so your reports are always accurate
✓QuickBooks management — included in every plan; we keep your file clean and organized
✓Chart of accounts review — set up right and structured specifically for your industry
✓1099 tracking — we track contractor payments all year so 1099 season is never a scramble
✓Year-end depreciation & adjusting journal entries — your CPA gets exactly what they need
✓Year-end tax savings checklist — every deduction opportunity specific to your practice type

Behind on your books? Start here first. If your QuickBooks file needs cleanup before we start monthly bookkeeping, we have a dedicated Catch-Up service. We’ve seen it all — no judgment, just results.

See QuickBooks Cleanup →

Service 02

Tax Planning & Preparation

Tax season shouldn’t feel like a fire drill. With Bookkeeping Divas, you have a team tracking deductions, preparing quarterly estimates, and building a tax strategy around your practice all year long — not just in April.

Quarterly Tax Estimates

We calculate and prepare your quarterly estimated tax payments so the IRS never surprises you with a penalty for underpayment.

Maximum Deductions

From equipment depreciation to continuing education, we know the deductions medical and dental practices miss most — and we make sure you don’t.

CPA-Ready Year-End Package

When tax time comes, your CPA gets a complete, organized, IRS-compliant financial package. No scrambling, no incomplete records.

Tax planning and preparation for medical and dental practices Florida

What’s Included

A Year-Round Tax Strategy — Not a Last-Minute Rush

We don’t just prepare your taxes at year-end — we build your tax strategy from January through December so every decision is made with the tax outcome in mind.

✓Quarterly estimated tax calculations — prepared and ready for you to submit on time every quarter
✓Year-end depreciation scheduling — equipment, leasehold improvements, and all depreciable assets tracked
✓Adjusting journal entries (AJEs) — all year-end adjustments completed before your CPA files
✓Year-end tax savings checklist — a customized list of deductions specific to your practice type
✓Organized records for CPA handoff — everything your tax preparer needs, in one clean package
✓Industry-specific deduction tracking — deductions that medical and dental practices most commonly miss

Pair tax planning with monthly bookkeeping. Tax strategy only works when your books are clean and current. Our monthly plans include quarterly tax estimates — so both work together seamlessly.

See Monthly Bookkeeping →

Service 03

QuickBooks Setup & Cleanup

Starting fresh or buried in months of messy books? As QuickBooks Pro Certified advisors, we set up your file correctly from day one — or untangle whatever’s already there. We’ve seen every kind of bookkeeping disaster. We fix them all, judgment-free.

New Business Setup

We build your QuickBooks file from scratch — chart of accounts, class tracking, and industry-specific categories set up correctly the first time.

Catch-Up Bookkeeping

Months or years behind? We work through your backlog efficiently and get your books current so you’re ready for tax filing or monthly service.

File Cleanup & Repair

Duplicate entries, miscategorized transactions, unreconciled accounts — we find every error in your existing QuickBooks file and fix it properly.

QuickBooks Pro certified setup and cleanup for medical practices Palm Beach County

What’s Included

No Mess Too Big. No Books Too Far Behind.

Whether you need a fresh start or a complete rescue mission, our QuickBooks Pro Certified team gets your financial records clean, accurate, and ready for what comes next.

✓Full chart of accounts setup — structured specifically for medical and dental practices
✓Transaction reclassification — every miscategorized entry found and corrected
✓Bank reconciliations — all accounts reconciled through the entire cleanup period
✓Duplicate entry removal — we clean out the clutter that skews your reports
✓Catch-up bookkeeping — we work through your backlog month by month until current
✓Seamless monthly plan transition — once clean, moving into monthly service is effortless

Books caught up? Let’s keep them that way. After your cleanup is complete, we transition you directly into a monthly bookkeeping plan — so you never fall behind again.

See Monthly Plans →

Service 04

Payroll Reconciliation

Payroll is one of the biggest expenses in any medical or dental practice — and one of the most common sources of bookkeeping errors. We reconcile every payroll run against your bank records and QuickBooks to make sure every dollar is accounted for correctly.

Payroll Expense Reconciliation

Every payroll run matched to your bank statements and QuickBooks records — including gross wages, taxes, and deductions.

Payroll Tax Tracking

We track employer payroll taxes — federal, state, and local — so your tax liability is always current and your CPA has accurate figures at year-end.

W-2 & 1099 Support

We keep your payroll records organized all year so W-2s and 1099s are accurate and ready when filing deadlines arrive.

Payroll reconciliation for medical and dental practices Florida

What’s Included

Payroll Accuracy That Protects Your Practice

Payroll errors are expensive — in dollars and in time. Our payroll reconciliation service catches discrepancies before they become problems, keeping your team paid correctly and your books clean.

✓Monthly payroll reconciliation — every pay period matched to bank activity and QuickBooks
✓Gross pay vs. net pay verification — confirm deductions, benefits, and withholdings are recorded correctly
✓Employer tax liability tracking — FICA, FUTA, SUTA, and local payroll taxes tracked monthly
✓Payroll service integration — we work with Gusto, ADP, Paychex, and most major platforms
✓Year-end W-2 & 1099 support — records organized and ready for your payroll provider to issue on time

Payroll reconciliation is included in The Rise, Thrive & Reign plans. Upgrade from The Hustle and get full payroll reconciliation bundled into your monthly bookkeeping — no add-on fees.

View Pricing Plans →

Questions

Frequently Asked

Everything you want to know before booking your first consult.

Do I need to already have QuickBooks to work with you?

Not at all. QuickBooks is included in every plan. If you don’t have it yet, we set it up correctly from scratch. If you already have it, we audit your existing setup and correct anything that isn’t structured properly for your practice type.

What if my books are months or years behind?

We hear this constantly — and we genuinely don’t judge. Our QuickBooks Cleanup & Catch-Up Bookkeeping service is specifically designed for this situation. We work through your backlog month by month until everything is current, then transition you into a monthly plan. Pricing for cleanup is determined during your free consultation.

Do you work with my CPA or tax preparer?

Absolutely — and this is one of the most valuable things we do. We prepare your books so that your CPA has everything they need to file accurately and on time. Many of our clients tell us their CPA complimented how clean and organized their records are. If you don’t have a CPA, we can refer you to trusted partners in our network.

Do you specialize in any specific medical specialties?

We specialize across the full medical and dental landscape — general practitioners, dentists, orthodontists, chiropractors, medspas, and plastic surgeons. We also serve solopreneurs and other small businesses across South Florida and nationwide. Every industry is welcome — healthcare is just our core expertise.

How do you communicate with clients each month?

Every plan includes pre-scheduled communication touchpoints so you always know when to expect an update from us. On The Rise, Thrive, and Reign plans, you also get unlimited email and phone support — meaning you can reach us anytime a question comes up, not just at scheduled check-ins.

Are your services available outside of South Florida?

Yes. While we are based in Lake Worth, Florida, all of our services are available virtually nationwide. We serve clients across the United States. The Reign plan also includes in-person support for local South Florida practices who prefer a face-to-face relationship.

Still Have Questions?

Let’s Talk Through It Together.

Book a free 20-minute consult with our team. No pressure, no commitment — just a real conversation about your practice’s financial situation and the best way we can help.

Book a Free Consult →

✓QuickBooks Pro Certified

✓Medical & Dental Specialists

✓South Florida & Nationwide

✓Response within 1 business day

✓100% tax deductible

Ready to Get Started?

Your Practice Deserves
Flawless Books.

Book a free 20-minute consultation with the Bookkeeping Divas team. We’ll assess your practice, recommend the right plan, and show you exactly what working with us looks like — before you commit to anything.

Book Your Free Consult See Pricing Plans →

Expert Bookkeeping,
Built for Your Practice.

Monthly Bookkeeping

Everything Your Practice Needs to Stay Financially Healthy

Tax Planning & Preparation

A Year-Round Tax Strategy — Not a Last-Minute Rush

QuickBooks Setup & Cleanup

No Mess Too Big. No Books Too Far Behind.

Payroll Reconciliation

Payroll Accuracy That Protects Your Practice

Frequently Asked

Let’s Talk Through It Together.

Your Practice Deserves
Flawless Books.

Services

We Serve

Contact

Expert Bookkeeping,Built for Your Practice.

Monthly Bookkeeping

Everything Your Practice Needs to Stay Financially Healthy

Tax Planning & Preparation

A Year-Round Tax Strategy — Not a Last-Minute Rush

QuickBooks Setup & Cleanup

No Mess Too Big. No Books Too Far Behind.

Payroll Reconciliation

Payroll Accuracy That Protects Your Practice

Frequently Asked

Let’s Talk Through It Together.

Your Practice DeservesFlawless Books.

Services

We Serve

Contact

Expert Bookkeeping,
Built for Your Practice.

Your Practice Deserves
Flawless Books.