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Beyond the Books: A Physical Therapy Practice's Guide to Professional Bookkeeping

Writer's picture: Brandon YardleyBrandon Yardley

Here's how professional bookkeeping could transform Performance Plus Physical Therapy:


Meet Dr. Lisa, who's running a growing PT clinic with six therapists. While she excels at helping patients recover, her tax situation is creating its own kind of pain:


Current Challenges:

-Often mixes personal and business receipts for equipment

-Struggles to meet quarterly tax deadlines

-Questions which continuing education costs could be deducted

-Spends weekends trying to categorize insurance payments

-Can't identify most profitable services for tax planning


How Professional Bookkeeping Could Transform Her Practice:

-Clear separation of business and personal expenses

-Automated tracking for deductible equipment and supplies

-Organized documentation of continuing education expenses

-Proper categorization of all insurance payments

-Real-time profit analysis by service type


The Potential Impact: With proper bookkeeping, Dr. Lisa could discover up to $12,000 in additional deductible expenses through:

-Equipment maintenance tracking

-Training materials documentation

-Staff certification records

-Treatment supply organization

-Technology investment records



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