Manage several payment channels without losing the detail
We review how practice reports connect to invoices, bank deposits and outstanding balances. Where a business has both employees and independent practitioners, those arrangements should be identified clearly. Business financial records can usually be provided without sharing unnecessary clinical information.
How we can help
- Clinic bookkeeping
- Patient and third-party receipts
- Practitioner payment records
- Payroll and leave
- BAS preparation
- Regular reporting
A process that fits your business
We begin with your existing software, reporting needs and the way work is approved. You tell us which information is already available and where the process becomes difficult. We then agree responsibilities, a record collection routine and a reporting schedule. We work with Xero, MYOB and QuickBooks and can coordinate with your existing accountant.
What to expect from our support
Your scope can cover a specific task or a combination of bookkeeping, BAS, payroll and reporting. We identify missing information and explain questions in plain language. Fees depend on transaction volumes, systems, complexity and the services included. You receive a quote before the agreed work begins.
Getting started
Tell us about your business structure, accounting software and the work you want help with. We review the information and agree the scope, responsibilities and fee before beginning. Existing accountant relationships can be retained, with a clear handover of the records needed.
During onboarding, we confirm access permissions, document collection and any authority required for lodgements. You keep control of approvals and receive questions where a transaction or decision needs your input.
Common questions from allied health providers
How do you separate private, Medicare, NDIS and insurer-funded work?
We organise invoices and receipts by funding source and match remittance reports to the relevant balances. This helps your team identify which payer needs follow-up and which adjustments need attention. We agree a consistent reference system so the accounting file can be reconciled with your practice software.
Does every service in a multidisciplinary clinic have the same GST treatment?
No single assumption should cover every discipline, service and product sale. The provider, service and recipient can affect the result. We help map your income categories, gather the supporting information and apply the treatment confirmed by your tax practitioner, including a separate review of NDIS supplies.
Can mobile appointments and telehealth be reported separately from clinic work?
Yes, where your billing reports identify the delivery type. We can organise revenue and related costs for clinic, outreach and telehealth activity. Travel and shared expenses are recorded with enough detail to support an agreed allocation, helping you understand the costs behind each way of delivering care.
How do you reconcile fees for different practitioners sharing our clinic?
We use the relevant practitioner agreements and billing data to prepare clear records of collections, service fees, refunds and amounts payable. Arrangements can differ between disciplines or practitioners. Each settlement is checked against its own terms and approved by your nominated clinic manager.
Can you work from practice reports without copying therapy notes?
The financial information we usually need is invoice and payment references, dates, amounts and the identifiers needed to reconcile them. Therapy notes and assessment histories are generally unnecessary for bookkeeping. We agree the minimum useful report fields and access permissions with your team before work begins.
Further guidance: ATO: GST and health ↗
