Accounting & Billing Automations Built for Healthcare

QuickBooks For Healthcare

We Are Healthcare Accounting Experts who've lived the Reality but wanted Better Workflows

We didn’t come from SaaS. We’ve lived the workplace where bank deposits didn’t match billing reports, month-end dragged on and people were over-worked with translating numbers between systems.

Then we combined our experience with other private practice operators to redesign the workflows from the ground up. Adding smart integrations and automations that close the accounting, billing and reporting gaps—so you get accurate numbers, faster closes, fewer end-of-month surprises, insightful operational reports and full transparency between billing and accounting.

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Financial Reporting You Can Actually Trust

Billing systems are great at charges and claims. However, they don’t integrate with QuickBooks.

We built integrations to close the gap between:

  • Cash & Accrual Accounting
  • Billing & Collections Activity
  • Bank Deposit-to-EMR Payment Reconciliations
  • A/R (Billing) & Financial Reporting

So Operation Leaders, CFOs, and Owners can finally trust the numbers.

This isn’t generic bookkeeping. This is healthcare-specific accounting infrastructure.

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Our Automation Solutions & Services Include:

Clean foundations. Healthcare-ready reports. Numbers you can trust.

Our Solutions – qbSolutioneers

QuickBooks For Healthcare Done-For-You

We configure QuickBooks for healthcare — so reports make sense, month-end is predictable, and leadership can trust the numbers without footnotes.

Result: Financials that reflect how your practice runs and supports decisions — not debates.

Best for: Practice Managers • Ops • CFOs

See How This Works

AdvancedMD → QuickBooks Synchronized

We automate the flow of Revenue, Adjustments and Payment detail from AdvancedMD to QuickBooks — Billing and Accounting become aligned, reconciled, auditable and finally speak the same language.

Result: Stop re-keying what already exists and reconcile EMR payments with your bank.

Best for: Accounting • Finance • Ops

See How This Works

Charge Slip Creation & Batching - Automated

We automate charge slip creation and batching from clinical notes — using repeatable appointment types and practice-specific billing logic, with daily alerts for notes that actually need attention.

Result: Faster Visibility, Fewer Misses, Quicker Billing and No more copy-paste land.

Best for: Billing • Ops • Providers

See How This Works

ERA/EOB Reconciliation - Automated For AdvancedMD

In partnership with Anatomy, we help billing teams reconcile ERA/EOB payment confirmations to payments posted in AdvancedMD — ensuring billing accuracy upstream so accounting is cleaner downstream.

Result: Billing-Side Payment postings are reconciled with what payers paid before accounting gets involved.

Best for: Ops • Finance • Owners

See How This Works

Private Pay Billing, Collection & Care-Giver Pay - Automated

We support private pay and non-traditional revenue models with client billing and caregiver pay workflows that keep QuickBooks clean and reporting intact — without forcing workarounds or manual cleanup.

Result: Visibility across all revenue — not just insurance. Private pay and Caregiver Expense — fully visible and Sync'd with QuickBooks.

Best for: Ops • Finance • Owners

See How This Works
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QuickBooks For Healthcare
Done-for-You

We configure QuickBooks for healthcare — so reports make sense, month-end is predictable, and leadership can trust the numbers without footnotes.

 Result: Financials that reflect how your practice runs and supports decisions – not debates.

Best for: Practice Managers • Ops • CFOs

See How This Works
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AdvancedMD → QuickBooks Synchronized

We automate the flow of Revenue, Adjustments and Payment detail from AdvancedMD to QuickBooks — Billing and Accounting become aligned, reconciled, auditable and finally speak the same language.

Result: Stop re-keying what already exists and reconcile EMR payments with your bank.

Best for: Accounting • Finance • Ops

See How This Works
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Charge Slip Creation & Batching - Automated

We automate charge slip creation and batching from clinical notes — using repeatable appointment types and practice-specific billing logic, with daily alerts for notes that actually need attention.

Result: Faster Visibility, Fewer Misses, Quicker Billing and No more copy-paste land.

Best for: Billing • Ops • Providers

See How This Works
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ERA/EOB Reconciliation - Automated for AdvancedMD

In partnership with Anatomy, we help billing teams reconcile ERA/EOB payment confirmations to payments posted in AdvancedMD — ensuring billing accuracy upstream so accounting is cleaner downstream.

 

Result: Billing-Side Payment postings are reconciled with what payers paid before accounting gets involved.

Best for: Ops • Finance • Owners

See How This Works
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Private Pay Billing, Collection &
Care-Giver Pay - Automated

We support private pay and non-traditional revenue models with client billing and caregiver pay workflows that keep QuickBooks clean and reporting intact — without forcing workarounds or manual cleanup.

 

Result: Visibility across all revenue — not just insurance. Private pay and Caregiver Expense — fully visible and Sync’d with QuickBooks.

Best for: Ops • Finance • Owners

See How This Works
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If These Parts of Your Practice Cause You Stress

If you’ve been holding together billing, accounting, and reporting with manual checks, workarounds, or “we’ll fix it at month-end,” you’re not alone.

If you’re ready for more automation and less manual work — especially around reconciliation, reporting, and close — you’re in the right place.

And if you want your teams working from the same source of truth instead of translating between systems, this is exactly what we built.

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What Does This Typically Cost?

We don’t do one-size-fits-all pricing — because every practice has different workflows, systems, volume, and complexities. Before focusing only on price, it’s worth considering what you’re doing today — and what that manual effort, rework, and uncertainty is already costing you.

That said, most engagements fall into these ranges:

$3,000 – $5,000 one-time setup

$400 – $1,000 monthly monitoring & support

We’ll tell you quickly if we’re a fit — and just as quickly if we’re not. No pressure. No fluff.

Let’s Make This Part of the Practice Easier

If you’re spending too much time explaining numbers you don’t fully trust, translating between systems that don’t line up, or relying on spreadsheets just to get through close — let’s talk.

The simplest next step is a no-cost strategy call to review what’s working, what’s not, and where automation could reduce ongoing friction.

Book a Strategy Call

(We’ll map what’s broken, what’s fixable, and what life looks like after.)

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Address

749 US Hwy 1 - Suite 140, North Palm Beach, FL 33408

Call Us

561.291.3445

Email Us

dawn@qbsolutioneers.com