Bookkeeping
Pharmacy specific from the first entry. Inventory tracked as working capital, COGS tied to wholesaler activity, DIR fees and reimbursements recorded where they actually belong so margin is real.
Solutions
The modern pharmacy back office, run for you.
Every piece of your financial operation in one place, streamlined with modern tools and put on autopilot, then read by a team that speaks scripts, wholesalers, PBMs, and payer mix.
Month-end close
Day 3 of 4- Bank feeds matchedauto
- Wholesaler invoices codedauto
- Third party remits reconciledauto
- Exceptions for review4
Profit per script
Rolling 7 months$12.61
+41% since onboarding
How it works
Map, connect, automate, advise.
The order matters. Autopilot for the legwork, humans for the strategy, because advice built on messy data is just a confident guess.
01
Map your systems
We start with what you already run: pharmacy system, POS, wholesaler portals, payroll, banking. We document how money moves today before we change anything.
02
Connect them
One chart of accounts, mapped to your revenue lines. Pharmacy data, card settlements, third party remittances, and bills all land in the same ledger.
03
Automate the legwork
Coding rules, bill capture, reconciliation matching, and close checklists run automatically. People review exceptions instead of typing invoices.
04
Advise on what the numbers say
Once the numbers are trustworthy, the conversation changes. Margin, cash, payer mix, staffing, and growth become decisions instead of guesses.
Services
What we handle.
Accounts payable
Wholesaler bills, vendor invoices, and rent handled on a schedule you approve. Every payment coded, matched, and visible before it leaves the account.
Payroll
Pharmacists, techs, clerks, and owners paid correctly, with benefits, licensing costs, and multi-state rules kept straight and reconciled to the ledger.
Fractional CFO
A senior financial partner in your corner: forecasting, pricing, banking relationships, lender packages, and the long view on ownership.
DIR fee and reimbursement tracking
Fees and clawbacks tracked back to the periods that generated them, third party payments reconciled to adjudication, and underpayments surfaced instead of absorbed.
Reporting and insights
Custom dashboards and KPIs, including profit per prescription, payer mix, inventory turns, and labor as a percent of revenue. Plain labels, traceable totals.
DIR true-up timeline
Q1 cycle- Q1 fees assessed
- Reconciled to adjudication
- True-up expected
- Margin restated
Month-end close
Day 3 of 4- Bank feeds matchedauto
- Wholesaler invoices codedauto
- Third party remits reconciledauto
- Exceptions for review4
The stack
We work inside the systems you already run.
No rip and replace unless something is genuinely holding you back. We connect what works, engineer around what does not, and automate the parts nobody should be typing.
Finance and operations
QuickBooks · Xero · Ramp · Gusto · Keeper · Fathom · Bill.com
Pharmacy systems and networks
PioneerRx · AlignRx · AAP · Elevate Provider Network
Fluency
We speak pharmacy, fluently.
The systems, buying groups, PSAOs, and PBMs we work in every day. Not logos on a wall, the software we are already inside of before your first close.
POS and pharmacy systems
- PioneerRx
- Rx30
- ComputerRx
- Liberty
- BestRx
- QS/1
Buying groups
- AAP
- IPC
- EPIC Rx
PSAOs
- AlignRx
- Elevate Provider Network
- EPIC Pharmacy Network
PBMs
- CVS Caremark
- Express Scripts
- Optum Rx
- Prime Therapeutics
- MedImpact
All names and marks belong to their respective owners. Listing a system, buying group, PSAO, or PBM means we work in it. It does not imply partnership or endorsement.
Not sure which pieces you need?
Take the financial assessment. It takes a few minutes and tells us where to start.