Financial Health and Professional Freedom for Concierge and DPC Physicians

Financial Health and Professional Freedom for Concierge and DPC Physicians

You’re working hard to grow your medical practice, but sometimes you feel like…

  • Your financials are complicated or unclear at best

  • You don’t have a pulse on how your business is actually performing, or worse - You know exactly how it’s performing and don’t know how to fix it

  • Your cash flow is unpredictable and scaling is a challenge

  • You’re putting in the time (and then some) but never seem to be able to pay yourself what you deserve

  • Your practice relies on you so heavily, it feels like everything would fall apart if you stepped away for too long

What if Medical Practice Bookkeeping Could Be Easy?

We support our doctors and practice owners by giving you the tools you need to succeed!

reasons to outsource for bookkeeping services

We Make Using QuickBooks Online for Medical Practices Easy & Compliant

Most accounting software isn’t HIPAA compliant, but by using the information from your practice management software to separate confidential patient data from financial data, we can easily provide the power of insights by QuickBooks Online without compromising compliance.

reasons to outsource for bookkeeping services

We Go Beyond the
Typical Medical
Bookkeeping Services

Your practice’s bookkeeping should never be all about taxes and compliance. We take your bookkeeping service to the next level by providing high level data analysis and support with making key business decisions. That way, you always have the data you need, when you need it!

reasons to outsource for bookkeeping services

We Help Bridge the Gap
When it Comes to
Running a Business

You probably didn’t go to school for business and finance, but your practice is a business! We help bring valuable business principles, guidance, and structure to your practice so that you can succeed financially. Together, we’ll ensure your practice’s sustainability and success.

Why Do I Need Specialized Bookkeeping for my Medical Office?

Today, there are dozens of virtual bookkeeping offerings available online, but how many are equipped to successfully manage medical practice finances? Better yet, how many bookkeepers actually have experience working in healthcare in both bedside and administrative roles? Medical bookkeeping is complex and requires in-depth knowledge of compliance standards and medical billing procedures, especially for practices that accept insurance.

What if you had a guide to help you systematically grow your practice?

I’m Katie, and my mission is to empower physicians like you not just to survive, but to thrive. I know what it’s like to feel like your job is managing you instead of the other way around and I’m here to show you a better way! 

On the healthcare front lines, I unexpectedly discovered a  love for  numbers and how they can help strengthen a business.

I found fulfillment in data-driven decision making but craved more family time, so I transitioned to a part-time role focused on training others. Almost perfect, but something was missing.

Returning as a mentor, I attempted to balance professional fulfillment with being there for my family—until the lines became blurred once again.

Each role taught me something vital about balance and fulfillment, leading to the founding of Coal Creek Ledgers.

Starting Coal Creek Ledgers wasn't just a career choice; it was a pivotal life decision. It was about grabbing the reins and creating a space where I could make a difference and impact real change without compromising what matters most.

A Care Plan Designed For Your Success

At Coal Creek Ledgers, I use my skills for financial insight to drive life-changing transformations!

 I understand the delicate balance you seek between professional fulfillment and personal well-being, and believe you deserve to reach a work-life balance that you’re happy with.  I understand the financial challenges you face in your practice as a professional, but also as an entrepreneur because I've been there too. My goal is to guide you towards making more money and achieving your version of success for both your practice and personal life, ensuring you can devote your time and energy to what truly fulfills you without the stress of financial uncertainty. 

Money is just a tool; a means to an end. When managed strategically, you have the power to shape your life, achieve your ambitions, and fulfill your purpose. Whether your goal is to build a thriving practice, secure your family’s future,  create a lasting impact in your community, or whatever your goals may be- having a profitable practice will provide the freedom to focus on what truly matters to you.

We Help Bridge the Gap When it Comes to Business

You probably didn’t go to school for business and finance, but your practice is a business! We help bring valuable business structure and guidance to your practice so that you can succeed financially. Whether it’s creating consistent positive cash flow, or simply making sense of your financials, I've got you covered.

Let's chart a path to your success together!

We Help Bridge the Gap When it Comes to Business

You probably didn’t go to school for business and finance, but your practice is a business! We help bring valuable business structure and guidance to your practice so that you can succeed financially. Whether it’s creating consistent positive cash flow, or simply making sense of your financials, I've got you covered.

Let's chart a path to your success together!

Ready to transform your practice with a partner who gets it?

Ready to transform your practice with a partner who gets it?

Book a Right Fit Call Today!

Copyright © 2025 Coal Creek Ledgers LLC |

Olathe, CO | (970) 404-3053

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Copyright © 2025 Coal Creek Ledgers LLC |

Olathe, CO | (970) 404-3053

facebook profile for bookkeeping services
instagram profile for bookkeeping services
linkedin profile for bookkeeping services