Bookkeeping and Tax for Charlotte Medical Practices
Bookkeeping, payroll, and tax for independent physician practices, med spas, and direct care clinics in Charlotte. Enrolled agents who learn your practice.
Bookkeeping and Tax for Charlotte Practices
Charlotte keeps adding people, and healthcare has grown right along with it. Atrium Health and Novant Health employ a large share of the region’s physicians, but more doctors each year are choosing to open or buy into practices of their own. Once that happens, someone has to close the books, run payroll, and plan for a tax bill that can catch a first-time owner off guard.
Baker’s has handled bookkeeping and tax since 1995 from our office in Lenexa, Kansas, and our remote division now works with practice owners across the country. Our work centers on independent physician and surgical practices, med spas, and direct care clinics, which are the same kinds of practices opening fastest in Charlotte. Your work is handled by a small team of enrolled agents who learn how your practice runs, not a call center.
Monthly Bookkeeping
Monthly Bookkeeping
Books closed every month with a one-page summary of where the practice stands. For practices that bill insurance, we compare what your billing system says was collected against what actually reached the bank. If the books are behind, we bring them current first.
Payroll in Two States
Payroll in Two States
Plenty of Charlotte practices have staff who live in Fort Mill, Rock Hill, or Indian Land and cross the state line every morning. We run payroll through Gusto for front desk staff, clinical staff, and providers, with North Carolina and South Carolina withholding set up the right way.
Tax Returns and Planning
Tax Returns and Planning
Practice owners tend to earn well, which makes an S-corp election, owner salary, retirement contributions, and the timing of equipment purchases worth a real conversation. Our enrolled agents prepare the practice and personal returns, set quarterly estimates, and plan for next year instead of only filing for last year.
Bill Pay
Bill Pay
Rent, supply orders, lab bills, and malpractice premiums paid on schedule. You approve payments from your phone between patients, and nothing slips past a due date because nobody had time to look at it.
Charlotte Practices We Work With
Private medicine in Charlotte is spread across the whole metro. Specialty groups near the hospital campuses in Dilworth and Elizabeth. Aesthetic clinics in SouthPark and Ballantyne. Direct care and wellness practices opening in Huntersville, Matthews, and around Lake Norman. Each type of practice brings in money differently, and the books need to reflect that.
Our remote division focuses on medical practice bookkeeping and tax services because we would rather know one field well than a little about everything. Marc Eastin, our Chief Information Officer, is a practicing neurosurgeon who also owns a business, so he knows what it is like to be the client. He built our systems around what a busy practice owner actually needs from a bookkeeper.
Physician and Surgical Practices
Physician and Surgical Practices
Primary care, pediatrics, OB/GYN, dermatology, orthopedics, and other groups that stayed independent or broke away from a health system. We check insurance collections against deposits, keep separate books when the practice owns its building, and calculate provider pay each month from your billing team’s production reports and your existing agreements.
Med Spas and Aesthetic Clinics
Med Spas and Aesthetic Clinics
North Carolina has rules about who can own a medical practice, so many med spas here operate as a management company alongside a physician-owned medical entity. We keep both sets of books, track profit per treatment after product cost and commissions, and record prepaid packages so revenue isn’t overstated. Sales tax on retail skincare gets filed on time too.
Direct Care and Concierge Clinics
Direct Care and Concierge Clinics
Direct primary care, concierge, hormone, weight-loss, and IV clinics are growing fast around Charlotte, and most are run by doctors who just left employment. Our new practice setup work puts the structure, books, payroll, and software in place before opening day. After that we track membership revenue and sales tax on supplements month to month.
Employed Physicians with Side Work
Employed Physicians with Side Work
Charlotte’s health systems employ thousands of doctors, and many earn extra from locums shifts, expert witness work, or medical directorships. That income brings quarterly estimates, deductible expenses, and sometimes an entity to manage. We handle the bookkeeping and tax for it so your main job stays the simple part.
Common Questions About This Area
You're based in Kansas. How does that work for a Charlotte practice?
Nearly everything a bookkeeper does happens online. We work in QuickBooks Online and Gusto, share documents securely, and meet by video when it helps. The firm already has clients in nearly every state, North Carolina included, and we work with practices from Uptown and SouthPark to Ballantyne, University City, and Lake Norman.
Some of our staff live in South Carolina. Can you handle that payroll?
Yes. Payroll runs through Gusto and works across state lines. Staff who live in Fort Mill, Rock Hill, or Indian Land and work in Charlotte are set up with the right withholding for both North Carolina and South Carolina.
What does monthly bookkeeping cost?
Monthly bookkeeping runs $500 to $1,500 per month depending on the size and complexity of the practice. If the books are behind when we start, each catch-up month is billed at 75% of the monthly fee. We give you an exact quote after a short conversation about your practice.
I'm leaving a health system to open my own practice. When should I reach out?
Ideally before you sign a lease or see your first patient. New practice setup covers business structure, books, payroll, and software so you open with everything already in place. It's a one-time fee between $500 and $5,000 depending on what you need.
Can you handle tax returns and North Carolina tax notices?
Yes. Our enrolled agents, who are federally licensed to represent taxpayers before the IRS, prepare returns for the practice and its owner, set quarterly estimates, and respond to IRS and North Carolina Department of Revenue notices. Baker's is a bookkeeping and tax practice, not a CPA firm.
A Family-Run Firm Since 1995
Let's Talk About
Your Practice
Tell us about your practice and where you could use some help.
Other Areas We Serve
