A monthly bookkeeping checklist for your massage practice
A practical routine for practice owners and clinic managers.
Gather the records
Collect bank and credit card statements, receipts, supplier invoices, payroll summaries, and relevant practice management reports. Identify missing documents early.
Review receipts and payments
Compare bank activity with recorded deposits and expenses. Flag unmatched insurance deposits, refunds, duplicate entries, and transactions that need explanation.
Check massage-specific expenses
Review lab invoices, supply purchases, and practitioner calculations against supporting records and the agreed arrangements.
Review reports and open questions
Read your reports, ask about unexpected changes, and resolve outstanding questions with your bookkeeper. Maintain a short follow-up list.
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