Financial/Accounting
Comprehensive financial services to keep your organization on track for success
Master Your Finances with Welter Healthcare Partners
We prioritize our clients’ financial success above all else. We recognize the importance of having current and precise financial data in order to effectively manage a thriving business.
We offer personalized accounting services designed to help you identify opportunities for increased profitability and growth. Our experienced team of accountants and bookkeepers, superior customer service and overall financial management knowledge, allow our clients and business owners to focus on what they do best — delivering high quality patient care!
Accounting Services
- Personalized Accounting Services
- Accounting Software Selection and Implementation
- Accounting Clean Up for books that are inaccurate or not current
- Financial and Business Consulting
- Financial Analysis including cash flow, budgeting and forecasting
- Financial Reporting (P&L’s that are actionable!)
- Bookkeeping Services including A/P and A/R
- Payroll Services
- Sales Tax Services
- 401k and other benefit management
- Monthly reconciliation of bank statements and credit card statements
- Maintenance of business, payroll, and vendor files
- Prepare and issue annual 1096/1099 to vendors
- Coordination with your tax accountant for annual tax preparation
- Super P&L
Super P&L is Welter Healthcare Partners’ most valuable tool for larger provider organizations. By using this tool you will actually see the financial impact of productivity.
Our Super P&L tool offers a more insightful and actionable approach to revenue and expense analysis. Unlike traditional P&L reports, which lack strategic value, our tool provides a quarterly breakdown of revenue sources, expenses, and associated responsibilities. With this information, providers can make informed decisions to improve profitability and plan for growth.
The Super P&L is specifically designed to help provider owners to understand their business and make it more profitable. This is a quarter by quarter examination of your business, by the numbers.
“Consistently reliable, informative, professional, and skilled”
For many years, I have relied on Welter Healthcare Partners to manage the complex bookkeeping needs of our medical practice. Tara has been consistently reliable, informative, professional, and skilled. What a great resource for our business!
Dr. Kevin Lutz
Concierge Medical Care