About Us
QuickBooks For Healthcare
We help healthcare teams feel confident about their numbers
Healthcare operations are complex. Your financial systems shouldn’t add to the burden.
We support healthcare teams by simplifying the connection between billing systems, bank deposits, and QuickBooks—so financials reflect what actually happened and leaders can trust what they see.
Our focus is simple: fewer workarounds, clearer workflows, and reporting grounded in real data
We Do This By:
- Reducing manual reconciliation workloads
- Connecting billing data (revenue and payment) directly to your accounting, for Real-Time, Daily Updates
- Customize QuickBooks Set-Up for both Cash & Accrual Reporting.
- Team Training & Support to Make Your Financials “Always Audit Ready”
The result is calmer month-ends and more confidence in your decisions.
Complete Cases
Expert Staff
Our Commitment
Reliable
We follow through
Innovative
We improve workflows thoughtfully
Solution-Driven
We focus on what actually helps
Evidence-Based
We trust verified data
Best for healthcare teams who
Use QuickBooks and want stronger billing integration
Are tired of manual cleanup and spreadsheets
Value accuracy and long-term sustainability
Want a supportive, practical partner
Not a fit if you:
Only need basic bookkeeping
Prefer one-off fixes
Aren’t ready to adjust workflows
Value speed over accuracy
Our Automation Solutions & Services Include:
Clean foundations. Healthcare-ready reports. Numbers you can trust.
Healthcare-Ready QuickBooks Foundations
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
AdvancedMD → QuickBooks Integration
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
Automated Charge Slip Creation & Batching
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
ERA/EOB Reconciliation 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
Automation for Private Pay & Home Health
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
The People Behind the Work
Dawn Scranton, CQA
Executive Director & Founder
Degreed Accountant, QuickBooks Integration & Tech Advisor since 1993, combined with an additional 10 years in Healthcare Accounting & Operations. Dawn saw how Inventory, billing systems and accounting never linked up – so she built tools to fix it.
Tom Balletta
Business Development
Serial Entreprenuer, Expert Negotiator known for building high-growth teams thru people-first leadership. Tom helps organizations turn complex conversations into clear outcomes — aligning customers, partners, and internal teams around shared success.
Alam Rodriguez-Olmos
Automation & Integrations
Certified UiPath expert and recent college graduate leading automation, where he designs intelligent workflows that replace manual work with scalable, reliable process automation.
Gustavo Pinto
QuickBooks & Excel Expert
Degreed Accountant, QuickBooks & Excel Data-Entry Expert, specializing in turning messy financial data into clear, accurate reports that help healthcare teams make confident decisions .
Marilyn “MJ” Yacon-Acenas
Certified QuickBooks Expert
Degreed Accountant & Certified QuickBooks Professional, delivering accurate, reliable bookkeeping for healthcare clients so their financials stay clean, compliant and audit-ready.
Teresa Harmon
Certified QuickBooks Expert
Certified QuickBooks Professional (since 2003) delivering accurate, reliable bookkeeping for healthcare clients so their financials stay clean, compliant and audit-ready.
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Address
123 5th Avenue, New York, US
Call Us
+1 123 456 7890
Email Us
info@example.com