Monthly bookkeeping
Keep the practice's business income, operating expenses and supporting records organized on an agreed monthly schedule.
FOR INDEPENDENT MEDICAL PRACTICES
Clearer books for the business behind patient care.
A practice needs dependable financial records as well as excellent patient care. Simplide helps Toronto and GTA clinic owners and managers keep their business bookkeeping, reconciliations, payroll routine and reports organized—within a clearly agreed scope.
Already have a CPA or tax professional? We can work alongside them.
BUSINESS RECORDS
ONE MONTHLY ROUTINE
From scattered records
to a clear status.
Business transactions
Account reconciliations
Questions & reports
Know what is complete. Know what needs attention.
A PRACTICAL FIT
Support for the practice's business records—not its clinical work.
This service is designed for independent physician practices and smaller medical clinics that want a consistent financial-administration routine. You may need help keeping records current, bringing earlier periods up to date, or giving your accountant a better-organized year-end hand-off.
We start by understanding your existing staff and advisors. The goal is to take on a useful, defined part of the work—not to duplicate a system that is already serving you well.
WHAT SIMPLIDE CAN SUPPORT
The financial routine, clearly scoped.
Choose the work your practice actually needs. The included accounts, frequency and deliverables are confirmed before engagement.
Account reconciliations
Match the bank and credit-card accounts included in the engagement to available business-level financial records, and flag differences for review.
Payroll administration
Establish a repeatable routine for approved pay inputs, employee changes, processing dates and payroll records, where payroll is in scope.
Clear financial reports
Prepare agreed bookkeeping reports and a concise list of outstanding items so the practice owner or manager can see what needs attention.
Behind on the books? Catch-up and clean-up work can be assessed and quoted as a separate project.
See all bookkeeping servicesHOW WE BEGIN
A calm hand-off, not another burden on your team.
Understand the current setup
We review the practice's business accounts, software, document flow and the work already handled by your team or accountant.
Agree on a defined scope
We confirm which accounts, reports, deadlines and responsibilities are included before any recurring work begins.
Keep the routine visible
We organize and reconcile the agreed records, raise specific questions and report what is complete or still outstanding.
We work from business-level financial records. Please provide source reports without patient identifiers. If identifiable patient information cannot be excluded, we will agree on appropriate privacy controls before receiving it. Do not include patient information in a consultation request.
COMMON QUESTIONS
Know the boundaries before we begin.
A useful engagement starts with clarity about what Simplide handles and what stays with your clinic or specialist advisors.
We already have an accountant. Can you still help?
Yes. Simplide can handle an agreed bookkeeping or payroll-administration routine and provide organized business records to your existing accountant or tax professional. We do not need to replace that relationship.
Do you need access to patient charts?
No. Routine bookkeeping is based on business-level financial and administrative records. We do not ask for patient charts or clinical notes; any source report should omit patient identifiers wherever practicable.
Can you help if the books are behind?
We can assess the outstanding periods and available records, then propose a separate catch-up or clean-up scope before setting up ongoing monthly work.
Scope note: Simplide does not provide clinical services, OHIP or insurer claim submission, patient-billing administration, audit, assurance, legal or privacy-law advice, or individualized tax advice. Specialized medical-practice tax and professional-corporation questions should be reviewed with an appropriately qualified advisor.
LET'S START WITH THE BUSINESS SIDE
See whether there is a useful role for Simplide.
Tell us how your practice currently handles its books and where you would value more consistency. The initial 30-minute conversation is free and carries no obligation.