Starter — $650–$850/month | Solo Practitioners

For solo practitioners or very small offices with low transaction volume.

Best for:

• One‑provider practices

• Low insurance volume

• Minimal staff

• Simple monthly expenses

Includes:

• Monthly categorization of income & expenses

• Reconciliation of all bank/credit accounts

• Tracking of insurance reimbursements (basic)

• Tracking of copays & private‑pay income

• Payroll journal entries (if payroll is outsourced)

• Quarterly tax estimate support

• Monthly financial statements

• Email support