Explore Our Services
Our expert bookkeeping services ensure accuracy and compliance while providing you with the financial insights needed to make informed business decisions. Trust us to streamline your financial processes, so you can focus on what truly matters—growing your business.
What We Offer
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Our foundational bookkeeping support for steady, accurate books.
Includes:
Post payroll by department, location, and pay type
Post revenue from CentralReach by period to match payroll
Categorize all transactions with precision
Monthly A/R review: billed, paid, open balances, write-offs
Monthly A/P review: post vendor bills with terms
Reconcile cash and credit card accounts
General books review: categorization, payee consistency
Monthly financial statements prepared & delivered via email
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Proactive financial management and weekly updates.
Includes everything in Core:
Post payroll by department, location, and pay type
Post revenue from CentralReach by period to match payroll
Categorize all transactions with precision
Monthly A/R review: billed, paid, open balances, write-offs
Monthly A/P review: post vendor bills with terms
Reconcile cash and credit card accounts
General books review: categorization, payee consistency
Monthly financial statements prepared & delivered via email
Plus Enhanced features:
Receipt management: attach receipts in QBO
Collect W-9s and issue 1099s annually
Weekly bank feed updates
Weekly revenue posting in QBO
Monthly financial review meeting with your management team
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A fully embedded white-labeled finance partner for your ABA team.
Includes everything in Core + Enhanced Services::
Post payroll by department, location, and pay type
Post revenue from CentralReach by period to match payroll
Categorize all transactions with precision
Monthly A/R review: billed, paid, open balances, write-offs
Monthly A/P review: post vendor bills with terms
Reconcile cash and credit card accounts
General books review: categorization, payee consistency
Monthly financial statements prepared & delivered via email
Receipt management: attach receipts in QBO
Collect W-9s and issue 1099s annually
Weekly bank feed updates
Weekly revenue posting in QBO
Monthly financial review meeting with your management team
Plus Premium-exclusive features:
Communicate directly with your vendors, staff, and billers using a white-labeled email address (we operate as your finance team)
One 1-hour weekly meeting for high-touch collaboration
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We handle payroll processing so your team stays focused on operations. Our role is to:
Process payroll through your provider on schedule
Ensure proper coding by department, location, and pay type
Coordinate with your designated payroll contact for adjustments or special pay items
Maintain accurate, compliant payroll records that flow directly into your books
What’s not included:
Reviewing or approving employee hours
Approving expense reimbursements or time-off requests
Direct communication with employees regarding payroll matters
Those responsibilities remain with your internal team. We work exclusively with management to ensure payroll is processed accurately and aligned with financial reporting.
Available exclusively to ongoing monthly clients.
What to Expect
ABA books get messy fast when payroll, billing, and CentralReach aren’t tied together. We fix that. We build clean, reliable financials that match how your clinic actually runs—so you can make decisions with confidence.
Get Aligned
We start with a 60-minute call to understand your workflow and your team. Then we collect access so we can operate behind the scenes without adding confusion.
What happens here:
Client portal setup + logins
Introductions to your payroll rep, biller, and CentralReach rep
Review of your employee roster (Admin, Marketing, RBT, BCBA, Owner)
Build the Foundation
In the first 4-6 weeks, we clean up the books and rebuild them the right way. This is where we create a system that works for ABA—not generic bookkeeping.
What we fix:
Update your chart of accounts to ABA standards
Post payroll by department, location, and pay type
Post revenue from CentralReach by date service (not just deposits)
Categorize transactions with precision
Reconcile bank and credit cards
Clean up payee/vendor consistency
Create a Monthly Close Rhythm
Once the foundation is set, we run a consistent monthly workflow. This keeps your reporting clean and predictable.
Monthly workflow includes:
A/R review (billed, paid, open balances, write-offs)
A/P review (vendor bills with terms)
Account reconciliations
Full books review
Monthly financial statements delivered by email
Review + Advise
After cleanup, we meet with leadership to review draft financials, fine-tune the accounts, and align reporting with what matters most to you.
You’ll get:
Financials you can trust
Clear reporting tied to how your clinic runs
Direct guidance on ABA industry standards
A real sense of control again
Let’s Work Together
Fill out this form and we’ll reply within 2 business days.
We’ll ask a few quick questions so we can:
confirm we’re a good fit
recommend the right package
give you a clear next step
Prefer to talk first? Give us a call (323) 889-9947