Do you own a
Small Business, Medical Office
or Professional Office?

Are your books detail oriented for
accurate profit/loss statements?

Do you know what is and
what is not deductible?

Jim Bowen, JD

Bookkeeping and Accounting Services for Medical Offices, Professional Offices, and Small Businesses

I had been overpaying my taxes for years assuming my CPA knew best. ... Jim pointed out some crucial corporate tax advantages I was missing out on that my experienced CPA wasn’t aware of. ... I have reaped the benefits of proper accounting and his guidance ever since.
~Lincoln Kamell, DC, CCSP
My office suffered an accounting and bookkeeping disaster in 2005. As a result, we paid an ungodly amount of taxes. In 2006, I consulted with Jim Bowen to change the financial direction of the practice. Jim ... patiently educated me on how to organize my practice and my bookkeeping to itemize taxes. After filing an amended return for 2005, with the proper bookkeeping and a new accountant, we received a refund of $30,000!
~Dr. Steven Paul Brown
I hate to say anything negative about anybody, but he showed holes in my accountants knowledge that I was paying a premium for yet suffering greatly from, luckily I was able to recoup from many of them.
~Sean J Fryer, DC

One area of clinic operations that consistently trips up clients is bookkeeping. Many bookkeepers are not detail oriented for accurate profit/loss statements. Others use their own judgment as to what is a deductible expense without the training to actually know what is and what is not for your company with predictably bad results! Many companies try to do it themselves (scary) or do not have it at all.

The resulting problem is that your CPA relies on the profit/loss when compiling your tax returns. Neither the owner nor the CPA actually compares the bookkeeping numbers with the raw data (checks, CC Statements) for accuracy. Significant deductions can be lost. Often the numbers do not even come close to what the owner actually spent, and in some cases the reported income was higher than what the owner received, resulting in taxes paid on phantom income.

Other bookkeepers simply charge too much!

This is where a professional, dedicated, corporate-level bookkeeper is necessary for a profitable clinic. Our services provide the highest level of bookkeeping possible and will make life easier for you and your accountant. Tax preparation will seem like a dream instead of the dreaded “find the receipt” model most businesses use.

We only use QuickBooks Online, for ease of use, stability and transparency. You, or your CPA will always have access to your transactions. No more updates, crashes or Mac incompatibility.

Fees for bookkeeping are $255/month/business. The first month or two may have additional hours at $50/hour to clean up any past issues.

There is no contract period. Cancellable at any time with 30 days notice — just pay the fee for that month.

Contact Us for our Bookkeeping Services >>

Bookkeeping Information Form >>

Bookkeeping Services Agreement Form >>

Bowen Consulting Group

(406) 370-9900

Building YOU A Better Bottom Line!