Clear records for practice owners and managers
We distinguish practice income, practitioner settlements, service fees and operating expenses according to your actual arrangements. GST treatment and contractor issues require review of the services and agreements; they should not be assumed from a bank description.
How we can help
- Practice receipt reconciliation
- Practitioner settlement tracking
- Supplier and laboratory accounts
- Reception and clinical staff payroll
- BAS preparation
- Monthly management 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 medical centres
How do you reconcile bulk-billing, private fees and patient gap payments?
We compare the medical centre's billing and payment reports with Medicare remittances, merchant settlements and bank receipts. Differences such as rejected claims, refunds or settlement delays are listed for review. The aim is to explain what has been billed, what has arrived and what remains outstanding.
Can you prepare settlement records for each doctor at our centre?
We can reconcile each doctor's collections, agreed service fees, adjustments and resulting payment against the practice agreement. The centre approves the settlement before payment. Keeping the supporting reports with each calculation makes later queries about deductions or missing receipts easier to resolve.
What payroll information do you need for reception and clinical staff?
We need approved rosters or timesheets, staff classifications, applicable pay arrangements, leave and any authorised changes. Reception and clinical roles may have different terms. We prepare the pay run using the confirmed settings and raise missing hours or unusual entries with your authorised approver.
How can we keep track of unpaid patient accounts and rejected claims?
An aged receivables report can separate unpaid accounts from claims needing correction and amounts awaiting settlement. We reconcile it with your practice system and identify exceptions for your team. Your practice manager remains responsible for patient contact and any decisions to adjust or write off balances.
What should a monthly financial report for a medical centre show?
Useful reports bring together collections, practitioner settlements, staff costs, rent, clinical supplies and other overheads. We can also show unpaid accounts and upcoming commitments. Where reliable provider or location data is available, the report can explain which parts of the practice are driving changes in cash flow.
