West Palm Beach, Florida, United States
We bring experience across accounting, healthcare, and technology—helping medical practices strengthen financial reporting and connect billing systems to accounting, often within QuickBooks environments. I've worked in accounting, alongside business office managers, billing teams, clinical and operational leaders — supporting the real financial workflows that keep practices and facilities running. I’ve seen firsthand how fragmented front-to-back office tech gaps can create confusion, delays, and unreliable reporting—and how difficult it is to reconcile it all. I have assembled a team who are passionate about bridging gaps between the systems, align data flows, and improving reconciliations, so that reporting actually reflects what’s happening inside the healthcare practice. At qbSolutioneers, we build and combine automation technologies, integrations, and healthcare-specific financial workflows to move practices from fragmented data to aligned, reconciled, and audit-ready financials. The goal is simple: turn complexity into clear, reliable numbers leaders can trust—so decisions are based on financials that can also hold up. Our Proprietary & Partner Solutions Include: ✅ AdvancedMD/EMR ➜ QuickBooks integrations (eliminating manual revenue and payment entry) ✅ Access to both cash and accrual-based reporting ✅ AdvancedMD/Charge Slip Automation that validates, creates, batches, and submits Charges ✅ AI-driven workflows for bank deposit-to-EMR payment reconciliation ✅ AI-driven workflows for mail digitization, EOB-to-ERA conversion and EMR payment reconciliation ✅ Private Pay Billing & Payroll Solutions for Scheduling and Time-Based, Home Health Care My team and I are not just accountants or software people — we’re integration advisors and problem-solvers who understand the technical, operational, and financial realities of healthcare. Because your financials should reflect what's actually happening in your practice. #HealthcareTech #QuickBooksIntegration #AIworkflow #BackOfficeAutomation #VisionToExecution #qbSolutioneers
We Are Tech Fanatics Passionate About: ► Technology That Automates Accounting and Operational Workflow Efficiency ► Restoring Integrity of Managerial & Financial Reporting ► Process Improvement, Software Implementation, Training & Support (Operational & Financial) ► Improving, Automating & Managing A/P (from PO to Disbursement) ► Improving, Automating & Managing A/R (from SO to Deposit) ► Improving, Automating & Managing P/R (from Hire to Termination)
Banking For Healthcare - Using Ai to Process & Post Paper Remittances and Deposit Recon.
Created Two Apps: (1) Our QuickBooks Integration Runs Daily to: Capture: Charges, Write-off's & Deposit Detail, so that your QuickBooks Includes: -A/R, Revenue & Adjustments (Summarized by CPT and W/O Codes) -and- -Payments (Detailed by Check/ACH #) for Deposit Reconciliation in QuickBooks. (2) Our Automated Billing Bot Runs Daily to: Copy Clinical Notes to Charge Slip Entries, streamlining and expediting your billing Learn More Here: https://qbsolutioneers.com/quickbooks-autosyncmd/
Helping Innovative Companies - Accelerate Their Financial Knowledge and Infrastructure.
Key-Note Speaker and Various Training Presentations for Accountants & Advisors. Topics: Automation and Integration Consulting Opportunities in the Industry.