Financials That Keep Up
With How Your
Practice Actually Works.

Enlightened Order brings structured, advisory-level accounting to medical practices and wellness businesses — so you can focus on patient outcomes while we focus on your financial clarity.

Request a Financial Clarity Assessment See What We Do →
🏥
87%
of practice owners say financial visibility is their biggest operational challenge*
📊
6–8
distinct revenue streams the average multi-provider practice manages*
🔒
100%
Fixed-Fee Engagements — No Hourly Billing Surprises
Revenue cycle clarity Provider compensation tracking Multi-location financials Insurance vs. cash-pay reporting Fixed-fee engagements Year-round tax strategy Financial Clarity Assessment Revenue cycle clarity Provider compensation tracking Multi-location financials Insurance vs. cash-pay reporting Fixed-fee engagements Year-round tax strategy Financial Clarity Assessment
Who We Serve

Built for the Way
Healthcare Businesses Actually Operate

From solo practitioners to multi-location practices, our services are designed around the real financial complexity of medical and wellness businesses — including the revenue streams, compensation structures, and compliance requirements that generic accountants don't understand.

🩺
Medical Practices
Primary care, specialty, and concierge practices. We track revenue by payer, provider, and service line so you can see where your money is actually coming from — and where margin is being lost.
🧘
Wellness & Integrative Health
Chiropractic, acupuncture, physical therapy, and integrative wellness. Mixed insurance and cash-pay revenue requires a chart of accounts built for your business — not a generic service template.
💆
Med Spas & Aesthetic Clinics
Retail product sales, service revenue, provider compensation, and inventory — all running through the same books. We build the structure that keeps each stream visible and clean.
🦷
Dental & Specialty Practices
Insurance write-offs, treatment plan tracking, associate provider splits, and lab costs that hit margins in ways standard bookkeeping never catches.
🏋️
Fitness & Performance Facilities
Membership revenue, personal training splits, class packages, and retail — we build the reporting structure that shows you which revenue streams are actually profitable.
🌱
Group Practices & DSOs
Multiple providers, multiple locations, shared overhead — we handle the multi-entity structure and consolidated reporting that makes expansion decisions manageable instead of overwhelming.
Why It Matters

The Hidden Cost of
Generic Accounting

  • ✓
    Revenue cycle blind spots — you know your collections total, but not which payer mix is dragging down your effective rate or where write-offs are quietly compounding.
  • ✓
    Provider compensation errors — wRVU-based, split-fee, or draw structures require precise tracking. Generic bookkeepers estimate. Errors create disputes.
  • ✓
    No service-line visibility — you see total revenue, not which services, providers, or locations are actually driving margin and which are costing you money.
  • ✓
    Cash flow surprises — insurance reimbursement cycles create lag that cash-basis books hide until payroll becomes a problem.
  • ✓
    Tax planning happens too late — entity structure, equipment deductions, and retirement contributions require year-round decisions, not a March conversation with your CPA.
Sample Practice Snapshot
Monthly Gross Collections
$84,200
Insurance Write-Off Rate
22% — tracked
Cash-Pay Revenue Share
38% — growing
Provider Comp Reconciled
✓ Current
Overhead Ratio
57% — flagged
*Sample figures for illustration only. Actual results vary based on practice type and payer mix.
Sample Revenue Breakdown

See exactly where your revenue is coming from — and what it costs to collect it.

Most practices know their top-line number. Very few know their effective collection rate by payer, their margin by service line, or which provider is generating the most — and least — profitable revenue. That's the clarity we build.

Revenue by Payer — Illustrative Sample
PayerCollectedEff. Rate
Cash Pay / Self-Pay$31,900100%
BCBS / Commercial$29,60084%
Medicare / Medicaid$22,70071%
Total Collected$84,20084%
Illustrative figures only. Actual results vary by practice type and payer mix.
Why Enlightened Order

Not just a bookkeeper.
A practice-fluent partner.

Generic bookkeepers reconcile deposits. We track revenue by payer and service line, reconcile provider compensation, and build the financial structure your practice actually needs.

CapabilityTypical BookkeeperEnlightened Order
Bank reconciliation✓✓ All tiers
Revenue by payer / service line✗✓ Core & Concierge
Provider compensation reconciliation✗✓ Core & Concierge
Insurance write-off trackingRarely✓ Core & Concierge
Multi-location / multi-provider reporting✗✓ Concierge
Cash flow forecasting✗✓ Concierge
Entity structure review✗~ Advisory Project
Tax planning & strategy✗+ Tax Services add-on
Key:  ✓ Included in Core & Concierge  ·  + Available as add-on  ·  ~ Available as Advisory Project
Our Services

Accounting Built Around
How Your Practice Generates Revenue

Not a generic small business chart of accounts — a structured approach built around the payer mix, compensation structures, and reporting needs specific to your practice.

01
Financial Clarity Assessment
Required starting point for all new clients. We review your current books, revenue structure, payer mix, and entity setup — then confirm the right service, scope, and fixed fee before any engagement begins.
Starting Point
02
Foundation: Cleanup & Setup
Chart of accounts configured for your revenue streams, payer categories set up correctly, and provider compensation tracking built before monthly work begins. Fixed fee, defined scope.
Onboarding
03A
Fundamentals: Monthly Accounting
Full monthly bookkeeping, revenue reconciliation by payer, provider compensation tracking, and financial statements — every month, on time, structured for how your practice operates.
We handle the books
03B
Fractional Controller Services
For practices that already have internal billing or administrative staff — a controller who reviews their work, owns the monthly close across all providers and locations, and stands behind the accuracy of the financials.
For existing accounting staff
04
Tax Services
Entity structure review, equipment and facility deductions, retirement plan optimization, and proactive tax planning — integrated with your books so the decisions get made before the window closes.
Tax
05
Financial Advisory Projects
Scoped, fixed-fee engagements for specific practice decisions — expansion modeling, provider compensation restructuring, entity restructuring, or pre-sale preparation. Available independently.
Advisory
06
Fractional CFO Services
For growing practices and group practices that need strategic financial partnership — monthly scorecards by location and provider, profitability by service line, and prioritized action items. Starting at $3,000/month.
Strategic
“
On working with medical and wellness practices

“Medical and wellness practices have revenue complexity that most bookkeepers have never had to think about — payer mix, provider compensation structures, write-off reconciliation. When those aren’t tracked correctly, you end up with financials that look fine on the surface but don’t tell you anything useful about what’s actually driving your results.”

Katie Vogel
Founder & CEO, Enlightened Order
Service Tiers

Structured Pricing,
No Surprises

All monthly accounting engagements are fixed-fee retainers. Pricing is finalized after the Financial Clarity Assessment based on your practice structure, provider count, and payer complexity. Services marked as add-ons or Advisory Projects are priced separately.

Tier 1 — Fundamentals
Collaborate
You categorize your own transactions — we handle the reconciliations and deliver real financials with a plain-language narrative every month. You stay in control of your books and still get professional numbers you can actually use.
$375–$600
/ month · depending on complexity
  • ●Bank and credit card reconciliations completed after you categorize
  • ●Standard financial statements (P&L, Balance Sheet) prepared monthly
  • ●Plain-language financial narrative — what your numbers mean, not just what they are
  • ●Delivered within 20 days of receipt of all required information
  • ●Direct email access · 2 business day response
Most Common for Medical & Wellness
Tier 2 — Fundamentals
Core
You get accurate books, revenue tracked by payer and service line, and a Monthly Financial Insights Report that tells you what your numbers mean — without having to interpret them yourself.
$575–$2,000
/ month · depending on complexity
  • ●Clean, accurate books every month — we own the full accounting function
  • ●Revenue reconciled by payer mix and service category
  • ●Financial statements in your hands within 15 days of month-end
  • ●Monthly Financial Insights Report that tells you what your numbers mean
  • ●Quarterly meeting to review performance and flag what to watch
  • ●Direct email access · 2 business day response
Tier 3 — Fundamentals
Concierge
Everything in Core — faster, and with more of us. Built for multi-provider practices and growing wellness businesses that want a real financial partner.
$900–$2,500 and up
/ month · depending on complexity
  • ●Everything in Core
  • ●Financials in your hands within 7 days of month-end — not 15
  • ●Monthly meetings so nothing waits a quarter to get addressed
  • ●Provider-level and location-level reporting, not just a consolidated total
  • ●A team that flags things before you notice them — not after
  • ●Priority response · 1 business day
Add-On Enhancements

Specific enhancements are added after the Financial Clarity Assessment, based on your situation and Fundamentals tier.

Tax Planning & Strategy Provider Compensation Tracking Budgeting & Forecasting 1099 Preparation Payroll Processing Accounts Payable Accounts Receivable Sales Tax Support Receipt Management Additional Meetings
Financial Advisory Projects — When You Need Focused Help
Scoped, fixed-fee engagements for specific practice decisions. Available independently — no ongoing Fundamentals engagement required. The Financial Clarity Assessment is the starting point for most projects.
fixed fee · scoped per engagement
💰
Cash Flow & Profit Analysis
Collections look strong but cash is tight. We find the lag, identify the write-off pattern, and build a clear picture of what's actually happening.
Standalone available
👩‍⚕️
Provider Compensation Review
Adding a provider or restructuring splits? We model the compensation structure, project the revenue impact, and make sure the math works before anyone signs.
Standalone available
📅
Tax Strategy & Planning
Entity structure, equipment deductions, retirement plan optimization — year-round planning before the window closes, not at year-end.
Standalone available
📍
Expansion & Location Modeling
Opening a second location or adding a service line? We model the financial impact — overhead, breakeven, cash requirements — before you commit.
Standalone available
🏢
Entity Structure Review
PC, PLLC, S-Corp, or MSO structure? We model the tax and liability implications before you file — not after something goes wrong.
Standalone available
🚀
Pre-Sale Financial Preparation
Preparing to sell your practice? We organize your financials to support valuation and buyer due diligence from day one.
Standalone available

Actual pricing is finalized after the Financial Clarity Assessment. Ranges reflect starting points and vary based on provider count, payer complexity, and scope. Pricing is always disclosed clearly before any engagement begins.

Ready to Get Your Practice
Financials Under Control?

Start with a Financial Clarity Assessment — we’ll review your current setup and confirm the right path forward. No commitment required.

Request a Financial Clarity Assessment →
Related services
Fundamentals: Monthly Accounting →

Monthly accounting for medical and wellness practices — clean books, timely financials, and a team that understands your cost structure.
Fractional CFO Services →

For practices that need more than accounting — provider compensation modeling, expansion decisions, and financial leadership.
Financial Clarity Assessment →

Start with a structured review of your practice finances before committing to any engagement.