Healthcare and Medical Practices
Monthly books, payroll records, and billing reconciliation for independent clinics and small practices.
See how I work with you
Bookkeeping and tax preparation, Pittsburgh
Know what's missing before anyone has to ask.
Bookkeeping and tax preparation for medical practices, real estate professionals, and estates and trusts. Your books stay current in QuickBooks Online, and one shared checklist shows every document I still need.
Who I work with
Three kinds of clients. One calm process for all of them.
Real Estate Professionals
Commission tracking, expense records, depreciation schedules, and records for 1031 exchanges, for agents and small investors.
See how I work with youEstates and Trusts
Fiduciary accounting and trust and estate return preparation, done in step with the family's attorney.
See how I work with youYour books, at a glance
Your booksCurrent through last monthClosed every month in QuickBooks Online
On track. 3 items still requested.
Sample client view. Fictional data.
Try it yourself
Two working demos. Call the phone assistant, or drop a sample file into the document vault.
Try the Document Vault
Drop a PDF, JPG, or PNG. Watch the checklist update.
Drop a sample file here
PDF, JPG, or PNG. Up to 10 MB. Your file stays on this device.
Date requestedStatusDocument
ReviewedPrior-year return
UploadedBank statements, Jan to Dec
RequestedPayroll summary
What working with me feels like
You always know what's missing.
One shared checklist. Every item shows requested, uploaded, or reviewed. No guessing, no digging through old emails.
Your books stay current.
I close your books every month in QuickBooks Online. When tax season starts, the year is already in order.
You can reach a person.
The phone assistant answers first and takes the basics. Then I call you back. You never wonder who has your file.
How I work, in five steps
Step 1. Intro call. We talk about your business and what you need from me.
Step 2. Your checklist. You get one list of the documents I need, in plain words.
Step 3. QuickBooks setup or review. I set up your books, or clean up the ones you have.
Step 4. Preparation and review. I prepare your work and review it with you before anything is filed.
Step 5. Delivery and next season. You get your finished work, and your checklist for next year starts right away.
IllustrativeHi, I'm Claire.
I started in a hospital revenue office and spent years with real estate investors and family estates. I opened Monongahela Ledger so small practices could have a CPA who keeps things calm.
Illustrative founder note. Claire Wendover is fictional.
Meet ClaireIllustrative example. Not a real client.
A clinic that stopped chasing paper
Riverbend Family Clinic (Demo) kept bank statements in one inbox, payroll reports in another, and receipts in a desk drawer. Each winter started with a scramble. Now the clinic owner opens one checklist. The items still out are marked Requested. The owner uploads them from a phone between patients. I mark them reviewed and move on.
Questions I hear most
Just a short intro call. After that, I send you a checklist of what I need. Most new clients start with last year's return and recent bank statements.
I keep every client's books in QuickBooks Online. If you use something else today, we talk about the move on the intro call. I handle the setup.
Through your client portal. Each item on your checklist shows whether it is requested, uploaded, or reviewed. You can try a sample on the Client Portal page.
Yes. An AI assistant answers the phone first. It can share the status of your file and take a message. Then I call you back.
I set fees after the intro call and a look at your books. You get them in writing before any work starts.
Ready for a calmer season?
Start with a short intro call. I'll send your checklist the same week.