Veterinary Bookkeeper
Veterinary Bookkeeper
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    • About Me
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    • Testimonials
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  • About Me
  • Services
  • Schedule Now
  • Testimonials

Bookkeeping Services

Pricing is unique to your clinic and your specific bookkeeping needs. Please schedule a call to find out which service level best suits your needs.

Bookkeeping Services

Monthly Bookkeeping

You spent years in school learning about animal medicine, while I went to business school to crunch numbers! Most veterinary schools do not give the tools needed to keep your finances in order. No worries - that's where I come in! I'm no ordinary bookkeeper; within my bookkeeping services, it is my goal to see your veterinary practice succeed and I search for opportunities to improve your cash flow and keep you on a path for continued success. Schedule a consultation today!

Startup

Starting at $340

Ideal for startup brick and mortar clinics. 

  • Account set up and monthly subscription in QBO + Hubdoc (cloud-based financial document storage)
  • Monthly recording, classifying and reconciling of up to 3 bank/credit card accounts
  • Up to 150 transactions
  • 3 monthly financial reports (given to you in terms that you understand!)
  • Unlimited email support
  • Monthly video analysis of your financial reports
  • No contract (30 days notice required to cancel)

Premium

Starting at $690

Ideal for large / established veterinary practices.

  • Account set up and monthly subscription in QBO + Hubdoc  (cloud-based financial document storage)
  • Monthly recording, classifying and reconciling of up to 5 bank/credit card accounts
  • 3 monthly financial reports (explained in layman's terms for clarity)
  • Unlimited email support
  • Monthly video analysis of your financial reports OR monthly video call to chat face-to-face (your preference)
  • No contract (30 days notice required to cancel)

Standard

Starting at $490

Ideal for medium-sized practices. 

  • Account set up and monthly subscription in QBO + Hubdoc (cloud-based financial document storage)
  • Monthly recording, classifying and reconciling of up to 4 bank/credit card accounts
  • Up to 250 transactions
  • 3 monthly financial reports (explained in layman's terms for clarity)
  • Unlimited email support
  • Monthly video analysis of your financial reports
  • No contract (30 days notice required to cancel)


Mobile Clinic

Starting at $250

Ideal for mobile clinics. My pricing is unique to your business. 

AAHA Standards

I utilize the AAHA chart of accounts to keep your books streamlined within the veterinary industry.

Need help with taxes, too?

I partner with a trusted EA (enrolled agent) who also specializes in the veterinary industry. I am happy to refer you to her if you need a new tax expert! Together we keep you from needing to file tax extensions every year. 


One-time Cleanup

Are your books currently a mess, giving you headaches or stressing you out because you fell behind? Are you ready to get them up-to-date (and tax-ready!) so you can begin to see the financial health of your clinic at any given time? I'm here to help! I'd love to clean up your books to set you up for success, whether you continue working with me or decide to tackle the books yourself from there!

Cleanup Work

Price varies

You are a bit behind! I update, fix and organize your books for the past year. Price varies based on how extensive the cleanup is and how current your books are.

Rescue Work

Price varies

You need HELP! Your books are a disaster! I'll save your books while you focus on your four-legged patients.


One-Time Startup

You don't have a set of books in QBO yet? No problem! I can start your books in the most current year or go back further if you have several years of taxes that need to be filed.

Start-up and Catch-up Work

Price varies

Your books are nonexistent. You need a professional to create a QBO account for you and get your financials up-to-date! Price varies depending on how far back in time you need to go.


Add-On Services

Are you interested in knowing exactly how many dollars you spend in each AAHA category of drugs and supplies? This is an additional service I offer!

Receipt Management

If you are looking for all the details on your Profit and Loss statements, I can help you with that! I can take your veterinary vendor bills and break them down line-by-line to show you exactly how much you are spending in each AAHA category of drugs and supplies. This service is ideal for clinics who are wanting to adjust their spending on inventory but don't know where to start!


During your no-obligation consultation, we will determine what your needs and goals are, and from there I'll prepare a customized proposal. You'll never be charged an hourly rate because I understand that you shouldn't have to wonder how much your bill will be every month. All services are tax deductible!

In each service package, you'll receive:

  • A hands-free approach to bookkeeping so you can get back to your furry patients
  • The usual bookkeeping duties: recording, classifying and reconciling 
  • Breakdown of medical expenses (AKA - knowledge of where most of your money is REALLY going!)
  • Bank reconciliation 
  • 3 detailed financial reports per month: your balance sheet, income statement, and cash flow statement (as well as a briefing of what they mean)
  • Monthly subscriptions to Hubdoc (cloud file storage) and Quickbooks Online
  • Unlimited email communication to make sure we are on the same page
  • Pre-recorded monthly videos to address your current financial health and any other concern

Schedule your Free Consult

Ready to get started?

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Onboarding Details

I am only able to take a limited number of veterinary practices, but I am currently accepting clients! Take a look at what the on boarding process will look like, given we are a good match for each other: 

Step 1: Free Consultation

  • Complete the short "Discovery Form" survey upon scheduling a Free Consultation 
  • I ask simple questions to get to know your business before the consultation
  • We will do a phone or video consultation, whichever you prefer!
  • All decision makers/owners must be present for the consultation
  • Read-only access to current records and Financial/Bank Statements may be requested
  • If all goes well on your end and mine, a Proposal will be presented after my initial analysis.

Step 2: Engagement Letter

  • Once the Proposal is approved/signed, an Engagement Letter will be presented
  • This is a written agreement between Veterinary Bookkeeper, LLC and your company. It will define the scope of work to be performed
  • Must be signed by all owners/partners and retainer fee or first month's payment received before starting work
  • NO CONTRACTS - month-to-month, with 30 days notice (on both ends!)
  • Monthly payments automatically deducted 
  • Fees are TAX-DEDUCTIBLE!

STEP 3: Setup & Maintenance

  • Already use QBO or Xero? Great! All I would need is an invite for access
  • New to QBO or Xero? No problem, we can handle the setup/migration for a one-time fee and determine the best software billing option for your company. 
  • Once set up, transactions will be pulled from your bank daily and then matched and reconciled on a weekly or monthly basis
  • You will be given a list of instructions of what I need on a monthly basis for things to run smoothly on my end
  • At Quarter or Month-end, I will send a pre-recorded video analysis of your financial reports

Allow yourself the freedom of being hands-off with your bookkeeping - you won't regret it!

I can't wait to meet you and find out more about you and your veterinary clinic. Schedule your consultation now! 

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