A fully embedded white-labeled finance partner for your ABA team.
Premium Services
Starting at $1,750/month
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
Add-on: liability account reconciliation ($75/account/month)
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
Final pricing may vary depending on the number of insurance payers and practice locations.
A fully embedded white-labeled finance partner for your ABA team.
Premium Services
Starting at $1,750/month
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
Add-on: liability account reconciliation ($75/account/month)
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
Final pricing may vary depending on the number of insurance payers and practice locations.
