DAG Bookkeeping provides specialized bookkeeping services exclusively for independent medical practices. Services include monthly reconciliation, ERA support, and tax-ready books, allowing physicians to stop worrying about financial management and concentrate on patient care.
The firm understands the unique billing and revenue patterns of various medical specialties, ensuring accurate financial tracking and compliance with healthcare-specific requirements.
Exclusively serves independent medical practices
Specialized knowledge of medical billing and revenue patterns
HIPAA-aware data handling with BAA available
Quarterly cleanup option for behind books
Month-to-month contract with 30-day cancellation notice
Services
Starter Package
Monthly bank & credit card reconciliation, profit & loss statement, expense categorization, year-end CPA-ready package, and email support within 24 hours.
Monthly bank & credit card reconciliationProfit & Loss statement delivered monthlyExpense categorization (medical-specific COA)Year-end CPA-ready packageEmail support within 24 hours
Growth & Expansion Package
Includes everything in Starter plus ERA reconciliation support, accounts payable management, payroll reconciliation (up to 8 staff), and cash flow summary each month.
Everything in StarterERA reconciliation supportAccounts payable managementPayroll reconciliation (up to 8 staff)Cash flow summary each month
Analysis & Advisory Package
Includes everything in Growth plus monthly KPI dashboard, cash flow forecasting, monthly advisory call, annual practice financial review, and budget vs. actuals reporting.
Everything in GrowthMonthly KPI dashboard (5 key metrics)Cash flow forecasting (90-day rolling)Monthly advisory call (45 min)Annual practice financial reviewBudget vs. actuals reporting
Credentials & Certifications
QuickBooks ProAdvisor Certified
Since 2023
Frequently Asked Questions
Are you HIPAA-compliant? +
We handle financial data only, not protected health information (PHI). However, we use QuickBooks Online and Google Workspace, both of which offer Business Associate Agreements (BAA). We're happy to sign a BAA before onboarding.
Do you do medical billing? +
No—medical billing and bookkeeping are two different functions. Your billing company or in-house biller handles claims submission and payer follow-up. We reconcile payments in your books, post revenue accurately, and ensure what you received matches what was reported. We work alongside your billing team, not instead of them.
What software do you use? +
We primarily use QuickBooks Online (ProAdvisor Certified) and Xero for clients who prefer it. For ERA review, we work with whatever your billing platform exports: Kareo, Athena, DrChrono, or others. We handle the setup and any migration from your current system. You don't need to learn anything new.
Do you work with our CPA? +
Yes, and we actively coordinate with your CPA. We deliver tax-ready books and a year-end package formatted for easy tax prep. We've found that CPAs who work with physician clients love having a dedicated bookkeeper in the picture because it significantly reduces their prep time. We're happy to connect directly with your CPA's office.
