Medical accounting and bookkeeping
Medical Practice Accounting & Bookkeeping

Medical accounting and
bookkeeping for your practice.

Insurance billing, payroll, equipment costs, multiple providers. Greenlight provides healthcare accounting and bookkeeping for medical practices so you can focus on patient care.

Payroll Management
Staff paid accurately, on time
Quarterly Tax Payments
Calculated, scheduled, submitted
Monthly Reporting
Revenue, overhead, net income
20+
Years in Business
8500+
Clients Served
25+
Awards Earned
TRUSTED BY CLIENTS WORKING WITH
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
The Problem We Solve

High-earning practices with no financial clarity. We see it every week.

Medical professionals are among the highest earners and among the least financially organized. Here is why.

01
Insurance reimbursements make revenue unpredictable
Billing cycles, claim denials, and delayed reimbursements create cash flow gaps that are hard to plan around without proper financial management.
02
Medical practices overpay in taxes by tens of thousands
Wrong entity structure, no retirement strategy, missed deductions. Doctors are among the highest overpayers we see. We fix that.
03
Payroll complexity across staff and providers
Front desk, nurses, PAs, and independent contractors all have different payroll and compliance requirements. One mistake is expensive.
04
No time to manage the financial side of the practice
Every hour spent on bookkeeping is an hour not spent on patients or growth. We take the entire financial function off your plate.
Who We Serve

Built for every type of medical professional.

Solo practitioners, group practices, and specialty clinics. We understand the financial complexity of healthcare and we manage it.

Group Practices
Group Practices
Multi-provider practices with shared overhead, provider splits, and complex payroll structures.
Dental Practices
Dental Practices
Production-based income, equipment financing, and staff payroll managed with precision.
Mental Health Professionals
Mental Health Professionals
Private pay and insurance-based practices. We handle the books so you stay focused on clients.
Physical Therapy Clinics
Physical Therapy Clinics
Session-based revenue, insurance billing, and multi-staff payroll tracked and organized monthly.
Med Spas & Aesthetic Clinics
Med Spas & Aesthetic Clinics
Retail product sales, service revenue, and inventory management alongside standard practice accounting.
What We Handle

Everything behind your medical practice.

From payroll and insurance revenue reconciliation to tax planning. One team handles your entire financial operation.

Practice Bookkeeping
Monthly reconciliation of all revenue streams, expenses, and payroll. Clean books every month without exception.
Payroll Processing
Staff, providers, and contractors paid accurately and on time with all tax withholdings handled correctly.
Tax Planning & Quarterly Payments
Mid-year reviews, estimated payments, and year-end strategy. We reduce what you owe before the deadline arrives.
Entity Structure Review
PC, PLLC, S-Corp, or group structure. The right entity can significantly reduce your tax liability as a medical professional.
Revenue Cycle Reconciliation
Insurance reimbursements, copays, and self-pay revenue tracked and reconciled against your billing system monthly.
Retirement & Wealth Planning
Solo 401k, defined benefit plans, and investment strategies that reduce taxable income while building long-term wealth.
The Greenlight Difference

Medical practice bookkeeping that understands the business of medicine.

Running a medical practice means managing a clinical operation and a complex business simultaneously. Greenlight handles the financial side with the same precision your practice brings to patient care.

Clean books every single month
Every insurance payment, copay, and expense reconciled so your financials are always current and accurate.
Tax strategy specific to your structure
Medical professionals have unique planning opportunities. We make sure you are using every one of them.
One team, no hand-offs
Your bookkeeper, tax planner, and payroll team are all under one roof. One point of contact, everything handled.
Medical practice bookkeeping that understands the business of medicine
Client Financial Overview
Practice revenue (YTD)$1,840,000
Payroll processed$486,000
Q3 IRS paymentSubmitted
Tax savings via planning$118,400
Net cash position
$724,000

Our client’s success is our success

What Our Clients Are Saying
Yesi Hill
★★★★★
Client
Very satisfied with services received. Second year of doing my taxes with Eddie, and it's always a fast, uncomplicated and seamless process. His communications are to the point and efficient. Grateful for his swift services; he's made tax season a little less stressful for me!
Eugenio Villarreal
★★★★★
Client
I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.
Can D.
★★★★★
Client
I am writing to highly recommend Greenlight Financial for their exceptional accounting services. As a small business owner, I have been working with Greenlight for the past 3 years and have always been impressed by their professionalism, expertise, and attention to detail.
Chris DiMercurio
★★★★★
Client
We have been using Greenlight Financial for over 10 years now, they have always stayed on top of or 1 step ahead on everything they have done for us, there customer service is good and they're very tentative to your needs both with financial and tax goals.
Andrew Guinn
★★★★★
Client
I have been working with Greenlight for quite a while now and I couldn't recommend them more highly. Their customer service is above and beyond and they always deliver all of our financial reports in a timely manner.
Cary B.
★★★★★
Client
We have been using Greenlight Financial for a few years, they are a great company to work with. Communication is key and they provide great communication. They have a team of professional individuals that assist with all of our tax needs. I highly recommend them if you are looking for a great company that will make you feel at ease during a busy and stressful tax season.
Rodolfo G
★★★★★
Client
GLF are hands down the most trustworthy people when it comes to accounting services. As an immigrant starting a tech company I have seen the great value that it has been over the years to work with this amazing team. Thank you for all you do. Let more success come your way, team!
Common Questions

Answers before you call.

Still have questions? Book a free 30-minute consultation and we will walk through everything together.

Book a Free Call
Yes. Medical practice accounting is a core specialty. We handle insurance revenue reconciliation, provider payroll, equipment depreciation, and the specific tax strategies available to medical professionals.
It depends on your income, number of providers, and state requirements. We review your situation and recommend the optimal structure, whether that is a PC, PLLC, S-Corp, or group practice arrangement.
Yes. We manage payroll for all staff types including front desk, clinical staff, nurses, PAs, and independent contractors, with all tax withholdings and filings handled correctly.
Significant opportunities exist through entity structure, retirement plan contributions such as solo 401k and defined benefit plans, equipment depreciation, home office, and other deductions specific to medical professionals. We build a year-round strategy around your numbers.
Yes. We serve solo practitioners managing their own practice, multi-provider group practices, and specialty clinics of various sizes.
Get Started

Ready to get serious about your practice finances?

Book a free 30-minute consultation. We will review your setup and show you exactly where you are leaving money on the table.

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