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The Work Bookkeeping Team

Complexity
of the work

Shoebox to clean close. The good part of the job.

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Doc Wealth keeps the books for physicians, and no two sets look alike. Some are practices, some are real estate portfolios, some are travel doctors invoicing locums work across state lines, and plenty are all of it at once, multi-state included. Some are Schedule C, some are S-corporations, some are partnerships. Books like that rarely arrive clean: revenue through three clearinghouses, an owner paying herself the wrong way, a bank feed nobody reconciled in two years. We've automated the categorization so our bookkeeping team spends its time where judgment actually matters: diagnosing, rebuilding, and closing books the tax team can file on.

One set of books, anatomized

Dr. M.

38, dermatologist. Practice owner: an S-corp, a building LLC, and a books folder nobody has opened since the last bookkeeper quit.

0 Moving parts in one close
Composite client. Details changed.
  1. 01
    Three clearinghouses Deposits never match the day the revenue was earned. Reconciling means tracing batches, not matching lines.
  2. 02
    Draws that should be payroll Or payroll that should have been draws. Either way, reasonable comp moves, and the return moves with it.
  3. 03
    The equipment loan A financed laser and a build-out amortizing on a schedule nobody kept. Principal and interest booked as one.
  4. 04
    Retirement contributions The 401(k) and cash balance amounts have to tie to what the plan documents say, not what got wired.
  5. 05
    Intercompany rent The practice rents from the building LLC she also owns. The balances have to zero out at year end.
  6. 06
    Clawbacks in the deposits Reimbursements arrive netted against claims filed before you started. The deposit is not the revenue.
  7. 07
    Two years unreconciled A bank feed nobody touched, a payroll ledger that doesn't tie, and a shoebox. That's the starting line.
  8. They all land on the same balance sheet. Book the draw in line 02 wrong and the return the tax team files is wrong with it. Software will not tell you which way.
Diagnosing, not keying

Where the automation stops

Nobody here spends their day categorizing a bank feed. Feeds, matching, and first-pass coding are handled by our internal tooling. Your job starts where the automation stops: seeing that the numbers are wrong, working out why, and fixing what it means.

Genuinely complicated books

Closes, not coding

Every set of books belongs to a physician practice, and they stack: clearinghouse revenue that never matches the deposit, owner comp that decides a tax position, intercompany rent that has to zero out, fixed-asset schedules, and retirement contributions that must tie to plan documents. Every close is a set of judgments, not a feed to code.

Clearinghouses Owner comp Intercompany Fixed assets Plan docs
Cleanups are the craft

Rebuild the books

The best work on this team is the rebuild: two years of records turned into books a practice owner actually trusts, usually for the first time. You'll take a shoebox and a dead bank feed and hand the tax team a close they can file on without a single question.

You'll get better here, fast

Complex work compounds

A year of physician practice closes teaches you more than five years of generic small-business coding. We review deeply, explain our reasoning, and expect you to push back when you disagree.
You'll hate it here if
  • You want a feed to categorize and nothing to figure out.
  • You'd rather route the hard call up than make it.
  • You measure the month by transactions coded.
You'll like it here if
  • You want to own the close, end to end.
  • You'd rather be told your reasoning is wrong than told nothing.
  • You want the practice owner to trust the books, maybe for the first time.

It's harder than the average bookkeeping job. It's also the reason people stay.

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