Stop Stressing About Your Finances
We are a team of professionals dedicated to taking the headache out of financial reporting and billing, to help get you back to focusing on the important aspects of your business.
Why Collaborative Billing?
We can help reduce the stress of worrying about the financial side of your business/practice by making sure you stay compliant with your reporting and advise you on implementing certain strategies, to maximize your cash flow.
Review financial accounts, reconcile, process payroll, & provide financial reporting.
Taxation Preparation and Submission
Manage payroll, sales, income, franchise, & etc.
Submit courtesy claims, patient benefit checking, & billing services.
Tax savings strategies; cash flow review & recommendations; short, intermediate, & long-term business planning & goal settings.
ACCOUNTING, TAX, & PRACTICE MANAGEMENT
Our expert knowledge in accounting , tax work, practice management and business development enables us to help you build and manage your business.
Establish and maintain your financial affairs.
Create a business plan, set goals, and analyze results.
Prepare business and individual returns for state and federal.
Implement accounting processes and utilize cash management tools.
Submit insurance claims and provide billing services.
***Initial consultation is free to determine client needs and discuss any services requested not list.
***Pricing can vary, depending on the complexity of the client’s needs, there is a minimum monthly charge of $229 for basic services.
Our staff consists of a variety of professional with different educational and professional degrees, which allows us to hold unique perspectives on your business.
Carol Sue McRae, Public Relations
“The best accounting manager we ever had! She always had great suggestions and we all loved working with Amy! She has great communication skills! “
Accounting & Tax Work
Virginia Whittemore, CPA
“I highly recommend Michele for any position she is seeking. She has been an excellent employee and I am sure she will be an asset to any business that employs her.”
Dave Hanks, CEO
“If your company is in need of professional accounting and someone who can bring a fresh perspective to your organization, you can do no better than Amy Jokel.”
Our expert knowledge in medical billing, practice management, business development, scheduling, and collaborative care provide you with comfort, insight, and security. We work with you to build your practice to its utmost potential.
- Onboarding & Training
- Annual Tax Planning Meeting
- Owner Payroll Allocation
- Retirement Plan Review
- Business & Owner Tax Preparation
- Estimated Tax Vouchers
- Everything in Basic PLUS:
- Quarterly Performance Review
- Business Goal Tracking
- Staff Accounting Training
- Sales Tax Return Filing
- Employee Time Tracking
Full Service Advisory
- Everything in Advanced PLUS:
- Monthly Performance Review
- Controller Services
- Bank & Credit Reconciliations
- Month End Close Growth Advisory
- Accounts Payable
- Payroll Processing
- Custom Reporting
- Patient Benefit Checking
- Insurance Claim Submission
- Practice Billing Services
Get In Touch
Start your journey today…