Bookkeeping and Advisory Built for Healthcare Practices
David from Accounting works with dental, medical, PT/OT, and behavioral health practices in the Des Moines metro and nationwide. Clean books closed by the 10th, clear KPIs for your specialty, and one fixed monthly fee.
- Healthcare focusDental, medical, PT/OT, behavioral health
- Month-end closeBooks closed by the 10th
- Fixed feesQuoted in writing. No hourly bills.
Fixed-fee plans for healthcare practices
Foundation
From $500/mo. Bookkeeping, payroll for up to 10 employees, and month-end close by the 10th, on a chart of accounts built for insurance reimbursement and payer mix.
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Growth
From $1,000/mo. Everything in Foundation, plus a monthly KPI dashboard: collections per visit, payer mix, and overhead per provider. Add an annual budget build for $1,250.
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CFO & Advisory
From $1,500/mo. Everything in Growth, plus FP&A: a driver-based budget, a monthly forecast, and a quarterly reforecast on a rolling 12 months. Also payer fee-schedule analysis and exit readiness.
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Practice Financial Checkup
$1,250 fixed. Delivered in 10 business days. Overhead against benchmarks for your specialty, a books review, collections and AR, a KPI dashboard, and a prioritized fix list.
Learn more →Get the Healthcare Benchmarks
Overhead and collections ranges for dental, medical, PT/OT, and behavioral health practices, on one page.
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About David from Accounting
I have enjoyed numbers since consumer math in high school, the class where math finally clicked and made sense. Every job I worked, I gravitated to the accounting and back office work. I led the property management division of a real estate brokerage and found my groove there. When COVID hit, my large family with young children needed flexibility, so I started my own HOA management company. That is where I saw it clearly: the part I wanted all along was the accounting. So I shifted to bookkeeping for small businesses. It is work that has to be done, and many owners do not know how, do not have the time, or simply do not want to do it. So it gets pushed off until tax time, when it becomes a hair on fire emergency. I take that work off their plate: catch up the books, keep them current, relieve the stress, and have everything ready when tax time comes. For me the work is a puzzle. I can see the finished picture, and we put every piece in place together until it matches. Our Mission DFA provides accounting, payroll, and advisory services to healthcare practices and small businesses. We learn each client's specialty, systems, and apps, and turn them into accurate, timely numbers the owner can act on.
Why healthcare owners choose us
Healthcare focus
Dental, medical, PT/OT, and behavioral health practices. We know how each one earns.
HIPAA-aware by design
Your data stays in encrypted systems. Each person gets only the access the work needs, and everyone who touches your data is trained on handling protected health information.
Secure client portal
Documents move through our encrypted client portal, not email.
Fixed fees in writing
Your fee is fixed and in writing before work starts. No hourly bills.
Month-end close by the 10th
Books closed by the 10th, so you always know where you stand.
Internal controls
We set up segregation of duties and fraud checks for your front desk and payroll.
What clients say
Amazing service. David is very organized and Type A. The exact guy you want doing your bookkeeping and payroll! He helped us iron out many issues we had working with a different local company.
It is a JOY working with David. He takes ownership in supporting our every need and works relentlessly to solve any problem our business presents. David is truly a high caliber professional and our business can't speak more highly of him. He is knowledgeable, kind, super responsive, and takes the extra steps to keep us organized. We absolutely love having David on our team!
David is an absolute gem! David's assistance with our recent asset acquisition transition was seamless, and his ongoing bookkeeping management has been a lifesaver. David's responsiveness and attention-to-detail are second to none, ensuring nothing slips through the cracks. What truly sets David apart is the expertise he brings to the table. David knows his stuff inside-out and has a knack for explaining complex financial matters in a way that's easy to digest. We cannot recommend David enough!
We hired David as our bookkeeper and he has done everything we asked for plus more. As a business owner never having to worry about Quickbooks and receiving monthly reports saves so much time. He's affordable, kind, and nails the customer service. I highly recommend!
David is such a fantastic bookkeeping partner. He is diligent, timely and has an unmatched attention to detail. As owner operators, we often get caught up in the distractions of the day to day operations, but we feel confident having a partner like him safe guarding our bookkeeping. He catches things we could miss and truly cares about the success of our company!
David was a life saver. He helped me transition two years worth of receipts and statements into quickbooks for my small business. He got me caught up and on the right track. I was so impressed I've hired his services monthly to manage my books saving me valuable time allowing me to concentrate on other things.
I highly recommend David Friest, Friest Management, for your accounting needs. I instantly trusted David and my trust was well-placed as he is an excellent communicator, organized, detail oriented, provides timely and accurate reports and is super fun to work with!
How working together works
1. Discovery call
Tell us about your practice: specialty, size, providers, and what's not working. We'll tell you honestly which plan fits and quote your fixed fee in writing.
2. Onboarding and cleanup
We collect your records, clean up the books, and set up a healthcare-specific chart of accounts with internal controls built in.
3. Monthly close and recap
Books closed by the 10th. Each month you get a short recap: what we found, what it means, what we recommend, and the next step with an owner and a date. Forecasting and FP&A come with CFO & Advisory. To work with us, your practice management system is cloud-based, and your books are on an online accounting platform or you are ready to move to one.
Tell us about your practice
Tell us your specialty, size, and the systems you use. You'll get a recommended plan and a written fixed-fee quote. Please don't include patient information. Prefer to talk? Call or text (515) 505-0911.
(515) 505-0911