Simple Practice Financial Audit Report

insurance & Assurance for your practice

$60

When it comes to money, there’s no room to mess around!

SimplePractice is a brilliant tool for your practice, but it isn’t always easy to get a bird’s eye view of money-in-money-out.

Get a detailed deep dive into your accounts to highlight any missing money or other issues so you can account for every penny you’ve earned!

What you’ll get:

• A comprehensive audit spreadsheet of your SP account.

• Includes:

  • Unpaid insurance appointments

  • Outstanding client balances and credits

  • Client balance aging

  • Cash payment check (possible uncollected payments)

  • Unallocated Insurance Payments

  • Insurance and Stripe bank deposit reconcile worksheet (optional)

• Analysis and line item action prompts to help you solve identified issues

• One-on-one support options to resolve issues accurately and quickly

• Hourly-fee clean up options

• Request an audit anytime you like or request an automated schedule that works for you and your practice!