Everything in Core, plus proactive financial management with weekly visibility into your numbers. Includes everything in Core, plus: Weekly bank feed updates and revenue posting in QBO — books never more than 7 days behind Weekly revenue posted from your practice management platform by procedure code so payroll-to-revenue ratios stay current Payroll posted by role — RBT, BCBA, and admin — with labor cost tracked as a percentage of collected revenue each month Monthly A/R review with payer-level detail: what was billed, what was paid, what is aging, and what needs to be chased Monthly financial review meeting with ownership — plain-language summary of where the practice stands, what the numbers are telling you, and what to watch next month Receipt management and vendor bill posting with terms tracked in QBO W-9 collection and 1099 preparation annually.
Financial Advisor
•Wildomar, CA
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ABA-specific bookkeeping for practices that want accurate books and a clear picture of where the money is going. Includes: Post payroll by role — RBT, BCBA, and admin — tracked against revenue by service line Post revenue from CentralReach by period and procedure code (97153, 97155, 97151, 97156) Categorize all transactions with an ABA-specific chart of accounts Monthly A/R review: billed, collected, open balances, and write-offs by payer Monthly A/P review: post vendor bills with terms Reconcile cash and credit card accounts Monthly financial statements with a plain-language summary — no accounting jargon.
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