Bookkeeping Best Practices FOR Doctors: Meet Coal Creek Ledgers Founder, Katie Rhodes

The DocPreneur Leadership Podcast

"My mission is to transform the lives of physician entrepreneurs by creating a relationship delivering absolute excellence, and bringing clarity and understanding to your financial information so you can achieve the kind of life you envisioned when you decided to practice medicine." -Katie Rhodes, Founder, Coal Creek Ledgers

By Concierge Medicine Today, LLC/The DocPreneur Leadership Podcast

Our guest today is Katie Rhodes, Founder of Coal Creek Ledgers. (Learn more at: https://coalcreekledgers.com/services/)

Coal Creek Ledgers is a specialized bookkeeping firm for concierge medical practices and other direct primary care practice models. With more than a decade of experience in the medical field and medical billing and administration, Coal Creek Ledgers is uniquely suited to serve the advanced and complex bookkeeping needs of medical professionals.

Coal Creek Ledgers offers the most comprehensive bookkeeping and financial analysis for concierge medical practices and direct primary care physicians who are ready to climb! During your free discovery call, we’ll build a completely customized monthly bookkeeping package tailored to your needs.

Katie is passionate about helping medical professionals succeed and enjoys being a financial partner to her clients. She specializes in educating small medical practices and serving as a dedicated advisor who provides guidance and support through multiple phases of practice growth. She is especially enthusiastic about helping doctors and practice owners to achieve better practice management through outsourcing the tedious and challenging work of bookkeeping and prioritizing their patients instead!

Whether clients seek to become a direct primary care practice that only accepts cash, a hybrid practice that manages both self-pay and insurance patients, or a practice that accepts insurance only, Katie’s vast experience in the field allows her to provide expert guidance, no matter the structure of your practice.

Our services include monthly bookkeeping support, monthly financial statements and review, and generating end of year reports that can be sent to your CPA or tax preparer to make tax season easy.

Visit: https://coalcreekledgers.com/about-us/

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