Coal Creek Ledgers

offers the most comprehensive bookkeeping and financial analysis for concierge medical practices and direct primary care physicians who are ready to climb! During your free discovery call, we’ll build a completely customized monthly bookkeeping package tailored to your needs.

Katie's Branding Session
Katie's Branding Session

Coal Creek Ledgers

offers the most comprehensive bookkeeping and financial analysis for concierge medical practices and direct primary care physicians who are ready to climb! During your free discovery call, we’ll build a completely customized monnthly bookkeeping package tailored to your needs.

Bookkeeping Services for Medical Practices

Our services are tailored to your unique needs! During your free discovery call, we’ll discuss your current finances, processes, issues, and concerns. This information will enable us to diagnose your current bookkeeping needs and provide a comprehensive financial health plan.

Services we offer include:

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How it Works

Make the Connection

When you’re ready to level up your concierge medical practice, schedule a free consultation and fill out our brief intake questionnaire. On the call, we’ll talk about your current finances, processes, issues, and concerns.

Diagnose Your Current Process

After your consultation, we’ll build a unique and customized proposal for the services you need based on the current status of your books. This includes diagnosing any issues and providing a clear pathway toward future success.

Get a Clean Bill of Health

Before we establish any new processes for your medical practice, we ensure your books are clean, healthy, and ready for the steps we’ll take together.

Routine Check Ups

Maintaining your books is important - think of it as a routine check-up! We’ll meet periodically or provide video analysis to ensure your business stays healthy throughout the year.

Grow Your Practice

During our routine check-ups, we’ll discuss your books and strategize next steps. This is an opportunity to make plans for the future and get our support with business-related endeavors that are coming down the pike.

Ready to Take Your Medical Practice Bookkeeping to the Next Level?

Book a Free Discovery Call Today!


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