Organized entries
Record approved invoices, expenses, receipts, and supplier documents with the references your bookkeeper or accountant needs.
BIRCH HANDS / SERVICE DETAIL
BookkeepingKnow what moved, and what still needs review.
Accurate day-to-day records give a practice a clearer view of its operations. Birch Hands can prepare routine bookkeeping work in your approved tools, with reconciliation and financial decisions following the review process you set.
Discuss this serviceTHE WORKWhat you can
What you can
hand over.
These are examples to shape a role around your practice, not a promise to act outside your systems or approvals.
Reconciliation support
Prepare bank and payment reconciliations, identify unmatched items, and flag exceptions rather than guessing a treatment.
A clearer payables queue
Track due dates, gather supporting documents, and prepare bill-payment information for authorized approval.
Reporting inputs
Maintain agreed trackers for outstanding balances, cash flow inputs, timesheets, and month-end handoffs.
THE ARRANGEMENTClear scope.
Clear scope.
Good handoffs.
Coverage, responsibilities, and terms are agreed with your practice, not pulled from a fixed package.
Set the controls
Agree accounting software, chart of accounts, document sources, approval limits, and who reviews entries.
Separate preparation from approval
An assistant can prepare and flag; designated practice staff authorize payments, payroll, and accounting decisions.
Close the loop
Use a regular exception list and handoff so reconciliations and outstanding questions do not pile up.
Bookkeeping support is not tax advice, auditing, or a substitute for a qualified accountant. For US patient information, HIPAA training and a signed Business Associate Agreement precede access; approved logins and offshore restrictions are reviewed before work begins.
EXPLORE THE SERVICE DESKSupport that connects
Support that connects
across your practice.
START WITH A CONVERSATIONTell us what needs
Request a consultation Tell us what needs
attention.
Choose “Practice operations & growth” when you reach the consultation form. Please don’t share patient information.