Bookkeeping for Medical Professionals—So You Can Focus
on Patients
Telos Bookkeeping specializes in solo and small medical practices—doctors, dentists, vets, psychiatrists, and med spas. With 7+ years
in your industry, we keep cloud-based books accurate, tax-ready, and lender-ready while you focus on care.
The Back-Office
Burden is Real
You didn’t train for years to wrestle with reconciliations, loan schedules, and 1099s. Telos aligns your books to clinical reality—clean, compliant, and decision-ready—so you can run a healthy practice and a healthy business.
Accurate monthly closes tied out to prior-year returns
Debt, asset, and intercompany rent handled correctly
KPI dashboards for margin, payroll %, COGS %, and cash runway
Seamless collaboration with your CPA, lender, and practice manager
Built for Solo & Small Practices
Doctors & Family Medicine
Contract providers, payroll, and revenue streams
Dentists
Equipment depreciation, lab costs, and patient financing flows
Veterinarians
Inventory/COGS control, anesthesia & lab pass-throughs
Psychiatrists & Behavioral Health
Session-based revenue and billing clarity
Med Spas
Membership/prepaid packages, injectables, and retail products
Medical-Grade Bookkeeping—Beyond “Balanced”
7+ Years in Medical
We’ve handled hundreds of medical clients—debt stacks, equipment, and real estate LLCs included.
Tax & Lender-Ready
We tie starting balances to prior-year returns and prepare clean schedules your CPA and banker appreciate.
KPI-Driven Growth
Track margins, COGS %, payroll %, and OPEX so you can adjust before small variances become big problems.
Timed to Your Practice’s Rhythm
Q1 – Tax Prep & Cleanup
Book review, tie-outs, 1099 support (via payroll provider), and fast cleanups so your CPA isn’t flying blind.
Q2 – KPI & Systems
Post-tax optimization—margin targets, payroll % caps, inventory/COGS controls, and cash flow cadence.
Q3 – Debt & Asset Planning:
Equipment purchases, depreciation schedules, and intercompany rent tuning before year-end.
Q4 – Year-End Readiness
Smooth closes, tax-ready books, and proactive planning (with realistic expectations around late-Nov to New Year slowdowns).
Simple Packages for Busy Practices
Starter
Clean & Current
For stable practices needing consistent, accurate books.
Monthly reconciliations & close
Tie-outs to prior-year return
Basic KPI snapshot (P&L, Balance Sheet, Cash)
CPA coordination
Growth
KPI & Cash Flow
For practices improving margins and cash predictability.
Everything in Starter
KPI dashboard (COGS %, payroll %, OPEX %, margin)
Rolling cash flow view + alerts
Quarterly review meeting
Proffesional
Debt, Assets & Expansion
For practices with equipment/real estate and growth plans.
Everything in Growth
Debt schedules & amortization tracking
Fixed asset register & depreciation
Intercompany rent review (if applicable)
Lender-ready reporting pack
Add-Ons: Cleanup projects • 1099 oversight (via payroll provider) • Med-spa membership/prepaid tracking
• Inventory processes (vet/dental) • Budget & forecast
Results You Can Feel in the Waiting Room
Fewer CPA cleanup hours at tax time
Faster lender approvals with complete schedules
Clear margin targets—and visibility to hit them
Greater confidence in cash planning and payroll
From Audit to Ongoing in 3 Steps
Discovery & File Review
We assess your current books, debt, assets, and any related entities.
Cleanup & Tie-Out
We align to prior-year returns, clean schedules, and fix discrepancies.
Monthly Close & KPIs
On-time closes, dashboards, and proactive guidance (with your CPA looped in).
FAQ
Do you handle med-spa memberships and prepaid packages?
Yes. We set up clean recognition and tracking so revenue and liability timing is accurate.
Can you manage depreciation and equipment loans?
We maintain the fixed asset register and amortization schedules, and we reconcile to CPA adjustments.
What about real estate held in a separate LLC?
We coordinate intercompany rent and ensure the impact flows correctly through both entities.
Will you work with my CPA and lender?
Absolutely. We prepare tax- and lender-ready reports and collaborate directly so you aren’t the go-between.
Do you offer one-time cleanups?
Yes. We’ll quote a cleanup, then move you into a right-sized monthly plan.