Outsourced Bookkeeping

Outsourcing your bookkeeping to Cerebral Tax Advisors offers numerous advantages for physicians, dentists, and real estate investors.

How Our Bookkeeping Services Work

Kick-Off Call

Your Accounting Point Person from Team Cerebral will have an initial call with you to determine what your needs are for your bookkeeping.

Maybe you just need monthly financial statements or you need full Accounts Payable services. No matter what you need, we have you covered!

Includes

• Gaining accountant’s access to your current QuickBooks account
• Switching your QuickBooks billing from you to Cerebral
• Discussion on what pain points you have with your current systems and what sort of information you would like on a monthly basis from your accounting system

Implementation

If your business isn’t already set up on QuickBooks, we will set up your accounting system to best fit your practice, side-gig, or business while creating efficiencies and helpful reports.

If your business is already on QuickBooks, we will dive deep into your books to perform any cleaning up and create efficiencies in your current system

Includes

• Clean-up of your current accounting system
• Set up of your new accounting system
• Reconilication of your accounts in QuickBooks
• Review and clean-up of your balance sheet for assets, liabilities, and equity
• Training and education on how to use your new system

Monthly Bookkeeping

Once your system is set up, you determine how involved you want Cerebral to be in the maintenance of your books. Cerebral offers a variety of packages from monthly reviews to CFO (Chief Financial Officer) solutions.

Your dedicated Accounting Point Person is available throughout the year to answer any questions, create additional efficiencies and systems, and review your financial statements.

Includes

• Maintaining an accurate record of transactions
reconciling financial accounts, including loans and asset purchases
• Monthly financial statements sent to you via your business portal
• See Bookkeeping & CFO Services Chart for more additional services offered

Why is outsourcing your bookkeeping with Cerebral a smart decision?

We are industry experts

  • Industry Expertise: Specialized knowledge in medical, dental, and real estate financial needs.
  • Advanced Technology: Utilizes cutting-edge accounting software and tools.
  • Tax Planning and Optimization: Expert strategies to minimize tax liabilities.
  • Accuracy and Compliance: Reduces errors and ensures adherence to regulations.
  • Customized Financial Reports: Tailored insights for informed decision-making.
  • Proactive Financial Management: Identifies trends and opportunities for better financial health.

Efficiency and peace of mind

  • Focus on Core Activities: More time to devote to patient care or managing investments.
  • Cost-Effectiveness: Lower costs compared to hiring in-house staff.
  • Scalability: Services that grow with your practice or business.
  • Peace of Mind: Reduces stress, allowing you to focus on your expertise.

FAQs

Ready to Book Your Session?

After answering a few questions, please choose a date and time to schedule a free Tax Discovery Session. Your answers will help us be better prepared for our first meeting. It takes only 2 minutes to complete this process.

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