financial and software implementation for healthcare clinics.
We replace chaotic spreadsheets and inefficient systems with software that works for you.
why traditional bookkeeping fails growing clinics.
Traditional bookkeeping looks backward—telling you what you spent last month without explaining why your profit margin is shrinking. Most clinic owners scale gross revenue by accident, only to fall into the growth trap: more patients, more practitioners, higher admin overhead, and less take-home pay. We don't match receipts or run daily entry. We build the tech stack, automated billing rules, and diagnostic intelligence that keep your practice profitable.
true margin vantascan™
The profit leak diagnostic every clinic needs.
The VantaScan™ is our proprietary data engine. By analyzing your practice management export and P&L, we pinpoint the exact dollar amount slipping through your clinic across 4 core operational leaks and provide you with a tactical action plan.
Our Services
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Jane App to QBO Integration: Setting up daily automated revenue syncs, fee netting, and merchant processing rules so your numbers match down to the penny.
Healthcare Chart of Accounts: Restructuring your financial categories specifically for clinic models to clearly distinguish practitioner splits, facility costs, and admin expense.
Revenue & Merchant Settlement: Streamlining Stripe, Square, and Jane Payments tracking.
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Automated Accounts Payable (AP): Implementing dedicated AP platforms (such as Plooto/RBC Express/Dext) to streamline bill approvals, digital vendor payments, and paperless receipt capture.
Streamlined Clinic Payroll: Setting up specialized payroll systems designed for complex healthcare environments to minimize the administrative burden.
Expense Management & Control: Establishing clear spending rules and recurring software audits
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Front-Desk Workflow Training: Training your administrative team on the new tech implementation
Custom Operating Procedures (SOPs): Providing step-by-step guides so your in-house staff knows exactly how to manage daily billings, log invoices, and handle patient billing queries.
Workflow Efficiency Audits: Eliminating double data entry and manual spreadsheet work.
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True Margin VantaScan™: A fast data scan analyzing your practice exports to identify operational capacity gaps in treatment rooms, practitioner splits, and unbilled admin time.
Monthly Performance Intelligence: Regular 30-minute review sessions utilizing benchmarking software to track practice metrics against peak industry standards.
