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ERA/EOB payments reconciled to your bank deposits, insurance reimbursement lag tracked by payer, contractual adjustments separated from bad debt, provider compensation reconciled monthly, and a payer-mix P&L — so you see collections by payer category and know exactly where revenue is being written off.
Free intro call. Instant estimate in about two minutes. No pressure, no spam.
Real notes from real clients, sent after we cleaned up their books. The names and the outcomes are theirs.
"THANK YOU SO MUCH!! I have been looking for a true finance partner like this!"
Three years of books rebuilt clean. Monthly close now lands by day 5.
"Phenomenal working with Turnkey CFO. Our finances have never been clearer."
Giving trends, fund balances and ministry spend, finally visible to leadership.
"Really encouraging to see everything tied out at the bank and the adjustments all traced. Great work."
A full deep dive on one account, every adjustment traced back to the bank.
"You have been unbelievably helpful!! THANK YOU."
Multi-fund nonprofit books cleaned up. Monthly close cut from three weeks to under one.
"Turnkey handles all of it and I never think about the books. Easiest decision we made."
Full books and reporting, handled end to end.
"Multiple companies, and every set of books is clean and current. They just handle it."
An 11-company group closed every month, entity by entity.
"Thanks Ricky. You're the best."
A monthly financial dashboard the whole leadership team actually reads.
"The budget and dashboard work has changed how our team leads."
A full 2027 budget build and a live dashboard for the whole church.
"Thank you so much!! This is all great. I really appreciate it!"
Payroll handled end to end, questions answered the same day.
"Clear, on time, every month. Exactly what we needed."
Monthly P&L and balance sheet, delivered on schedule.
We are a bookkeeping firm in Austin, Texas that works with medical practices and healthcare offices on ERA/EOB reconciliation, insurance reimbursement tracking, provider compensation accuracy, and payer-mix reporting — books that show you write-off rates and collections by payer every month, coordinated with your CPA on tax filings.
Not a static PDF weeks after month-end. A dashboard that shows collections by payer category, write-off rates, and cash conversion the moment your books close.
Collections and provider payroll, tied out monthly.
Accurate categorization of insurance reimbursements, patient payments, contractual adjustments, provider compensation, and all operating expenses. Full monthly close with P&L, balance sheet, and commentary — with a payer-mix breakout so you know which payers are performing and which are eroding collections. See all services
Every ERA payment matched to the corresponding bank deposit and reconciled against claims billed. Underpayments, recoupments, and lagged payments surfaced by payer and date — so you catch the commercial payer that's paying 45 days late and the government payer that clawed back a payment without notice.
Provider salary, wRVU-based bonus, and owner distributions reconciled to payroll and documented monthly. Each provider's total compensation tracked separately so your books support the calculation if ever reviewed under fair market value standards — and so your CPA has clean data for Schedule K-1 or W-2 treatment at year-end.
Credentialing fees, DEA registration, state medical license renewals, malpractice insurance premiums, and hospital privileging costs tracked by provider and renewal date. Know what credentialing costs per FTE, and never miss a renewal that could interrupt your ability to bill a payer.
Patient overpayments create a refund liability — not income. We track your patient credit balance monthly by aging bucket, flag balances due for refund under your policy, and ensure they never flow through revenue. Keeps your collections reporting clean and your compliance posture defensible.
Medical supplies categorized by type — physician-preference implants and devices (high-cost, patient-specific), general consumables (exam gloves, syringes, wound care), and capital equipment. Gives you the cost granularity to see which supply categories are rising and where contract renegotiation makes sense.
Revenue, contractual adjustments, bad debt, and net collections reported by payer category — Medicare, Medicaid, commercial, and self-pay broken out separately. Know your effective reimbursement rate by payer and where write-offs are concentrated before your billing company tells you to renegotiate your contracts.
Tax filings and legal matters — coordinated with your CPA or attorney. Turnkey CFO does not provide tax or legal advice; we keep your books filing-ready and support the process end-to-end.
We learn your payer mix, practice management software, provider compensation structure, and where the books are currently breaking down — so we set up right the first time.
Revenue by payer category, contractual adjustment accounts, bad debt, patient credit balance liability, provider compensation, and credentialing expense — all built before we touch a transaction.
Full close every month with ERA/EOB reconciliation, payer-mix collections breakout, write-off rate analysis, and cash flow forecast — so you're managing with data, not calling the billing company every week.
Get your instant estimate, then book a 15-minute call to talk through fit and scope. No pressure, no sales pitch.