Stop paying for reports. Start getting a plan.
Most accountants reconcile your books and disappear. We show you exactly what's broken, what's working, and what to fix—every single month.
A 4-minute test your accountant hopes you skip.
At a glance
Is This Right for You?
This service is for clinic owners who:
Generating over $10M? Our Fractional CFO Service may be a better fit.
How We're Different
Same Data. Different Results.
| Traditional Accountants | Sorso Accounting | Your Result |
|---|---|---|
| Sends reports, disappears | Explains what the numbers mean | You actually understand your financials |
| Generic small business approach | Built specifically for healthcare clinics | Advice that fits your world |
| “Your overhead is high” | “Here are 3 specific ways to reduce it” | Actions you can take this month |
| Numbers from accounting software only | Integrates EHR, billing, and operational data | The complete picture |
| Compliance-focused | Profitability-focused | Numbers that grow your practice |
| You figure out what to do | We tell you what to do | Clarity, not homework |
What's Included
How The Accounting System Works
Four steps from confusion to clarity—every month.
Monthly Bookkeeping & Reconciliation
- •Transaction categorization and recording
- •Bank and credit card reconciliation
- •Accounts payable and receivable management
- •Month-end close within 15 business days
Financial Reporting That Integrates Everything
- •Monthly P&L, balance sheet, and cash flow statement
- •Reports that pull data from your EHR, billing, payroll, and practice management—not just QuickBooks
- •Clear month-over-month analysis explaining what improved, what declined, and why
Healthcare-Specific Benchmarks
- •Your metrics compared against clinic benchmarks (overhead %, A/R days, collection rate, staff-to-provider ratios)
- •Instant context: know if your numbers are good or bad for your size
- •Identification of trends affecting your profitability
The Priority Action Plan
- •Monthly list of 3–5 specific, prioritized actions to improve financial performance
- •Plain English explanations—no jargon, no 50-page reports
- •Recommendations you can actually act on
Ongoing Support
- •Monthly check-in call to review financials and answer questions
- •Responsive communication when issues arise
- •A team that knows your practice, not a rotating cast of strangers
What's Not Included
• Tax preparation and filing (we work with your tax preparer or can recommend one)
• Strategic financial planning and forecasting (that’s our Fractional CFO service)
• Payroll processing (we reconcile payroll but don’t run it)
Results
What Clinic Owners Experience
| Metric | Typical Outcome |
|---|---|
| Books closed | Within 15 business days |
| Errors found | 90% of new clients have issues we fix |
| Time saved | 10+ hours/month |
| Clarity | Actually understand your financials |
Case Study
See The System In Action
A rapidly expanding outpatient practice with multiple locations and revenue exceeding $5M. On paper, everything looked great. But the owners were flying blind.
What they were facing:
- •No location-specific visibility—couldn't tell which clinics were profitable
- •No understanding of payback periods for new clinic investments
- •Looming debt obligations with no confidence they could meet them
- •Previous accounting firm delivering errors and inconsistencies
- •Hesitant to hire needed staff, fearing cash flow impact
What we found:
- •Financial records full of errors and inconsistencies
- •No accurate P&L by location
- •No benchmarks to measure clinic performance
- •No clear picture of investment returns on new locations
What we did:
- •Rebuilt accurate financial statements for each location
- •Replaced underperforming accounting with a higher-quality, more cost-effective team
- •Established monthly performance tracking with healthcare benchmarks
- •Created clear visibility into which clinics were underperforming and why
The results
Revenue growth year-over-year
Increase in EBITDA
Annual savings from streamlined operations
Saved for the owners
3 new clinics opened with clear financial projections from day one
Clear path to triple EBITDA within 3.5 years
“For the first time, we have the financial clarity and direction needed to scale strategically.”
— Practice Owner, Multi-Location Outpatient Healthcare Provider
Common Questions About Our Healthcare Accounting Services
Don't pay for reports. Pay for progress.
Take the 4-minute financial assessment—and find out if your books are helping or hurting your practice.
The test your accountant hopes you skip.