Donna L. Stern, C.P.A.

Running a successful physical therapy clinic in California requires more than just expert treatment. Strong financial management is essential, and bookkeeping forms the backbone of clinic efficiency. Yet, keeping the books in order can feel like a time-consuming burden. This blog is your guide to bookkeeping tips to maximize your physiotherapy practice’s efficiency. We’ll explore how streamlined physical therapy accounting can save you valuable time and energy, allowing you to focus on what matters most – your patients. We’ll delve into practical tips, tech solutions designed for Physical Therapy clinics, and strategies to ensure accurate financial records. By mastering efficient bookkeeping, you’ll gain crucial insights into your clinic’s financial health and become empowered to make informed decisions, optimize operations, and build a thriving practice. Coming up: Understanding Your Financial Flow Leveraging Technology for Accurate Records Regular Financial Reviews Ma...

Many business owners in Orange County struggle with cumbersome bookkeeping processes and feel like their finances are a tangled mess of receipts and late-night data entry sessions. If you’re one of them, here’s the good news: You can streamline your bookkeeping strategy in a few steps, which will do more than just save time (although, let’s be honest, that’s a major perk!).  By introducing more efficient financial operations, you can unlock the power of clear financial data, empowering you to make informed decisions and propel your business toward sustainable growth. Here are 5 bookkeeping strategies you will learn in this blog: Setting Up a Robust Bookkeeping System Automating Routine Financial Tasks Regular Reconciliation and Reporting Managing Payroll and Expenses Efficiently Utilizing Financial Data for Business Decisions Working with Professional Bookkeepers Setting Up a Robust Bookkeeping System Having a robust bookkeeping system in place is like building a solid...

  Dealing with a parent’s death is an incredibly difficult experience, and we want to express our deepest condolences. Amid your grief, you may also be facing a confusing array of legal, financial, and administrative tasks. How do you begin the probate process? Who can you trust for estate planning? Please know that you’re not alone in this. Many people find themselves navigating these uncharted waters after a parent’s passing. Take a deep breath. While it may feel overwhelming, tackling these duties can be done step-by-step, and help is always available. This blog is here to offer guidance on everything from the role of an executor to the probate process.  Remember, there’s no shame in seeking help from professionals like lawyers or financial advisors. We’ll equip you with the knowledge you need and remind you that it’s okay to ask for support during this emotional time. Blog lineup: Immediate Steps After a Parent’s Death Locating and Understanding Legal Doc...