Gain clarity, control, and confidence in your numbers
MedMan Accounting and Financial Services
For most practices, financial reporting feels late, inaccurate, or confusing. MedMan transforms financial management into a source of clarity and stability.
Accurate monthly reports
Budgeting & forecasting
Clear financial insight
Timely decision support
Organized systems
Consistent. Accurate. Reliable.
MedMan Accounting and Financial Services
Strong financials aren’t just numbers—they’re the foundation of smarter decisions and long-term success. At MedMan, we transform messy, unreliable reports into clear, actionable insights you can trust. From budgeting and forecasting to accurate monthly reporting on financials, practice performance and revenue cycle, we give your practice the tools and systems to stay on top of financial health—and we make sure your team understands the numbers too.
What We Deliver
- Clean, reliable financial data – balance sheet and profit & loss, MedMan Practice Scorecard™ and Revenue Cycle Management Dashboard delivered monthly.
- Organized, easy-to-read financial data – delivered in time to prepare for Board meetings.
- Budgeting and forecasting confidence – annual budgets, actively updated forecasts, and visibility into where your practice is headed.
- Education and support – your team doesn’t just get numbers; they learn how to use them, ask questions, and build financial confidence.
How We Work
We offer two service lines, tailored to how much support your practice needs:
Full-Service Accounting
For practices that want to offload almost all accounting responsibilities (except physically paying the bills).
Includes everything in Controller Services, plus:
- Weekly transaction posting in QuickBooks Online (QBO)
- Bill entry and management in QBO
Controller Services
- Annual budgeting & active forecasting
- Monthly financial reporting to include:
- Balance Sheet & Profit and Loss
- MedMan Practice Scorecard™
- RCM Dashboard
- QuickBooks Online maintenance & support
- Chart of Accounts structure, updates & optimization
- Month-end close process
- Balance sheet reconciliation
- Ongoing accounting support
Why MedMan?
We don’t just hand over reports—we help you understand them. With a clear framework, trusted numbers, and a partner to answer questions, your practice gains the confidence to make better decisions, stay financially healthy, and focus on delivering excellent patient care.
We use QuickBooks Online (QBO) as the foundation for your accounting.
Each week, someone in your practice records transactions and enters bills. If you choose full-service accounting, we take care of that for you too.
Whenever questions come up, you can turn to us for quick answers to keep things moving forward.
At the end of each month, once all transactions are in, we start the month-end close process. This is how we make sure everything is accurate and in the right place.
Along the way, we’ll reach out with any clarifying questions so nothing is missed.
We begin by reconciling your bank accounts, then review all other balance sheet accounts. From there, we carefully check your profit and loss statement to confirm expenses and income are posted correctly.
The entire close process typically takes about a week or two. Once complete, you’ll receive detailed monthly financial reports—clear, accurate, and ready for you and your team to review.
Contact Us
Let’s Talk About Financial Management
Your practice deserves financial clarity that supports smart decision-making. MedMan’s financial management and accounting services provide the stability and insight your practice needs.