39 min

Bookkeeping Best Practices FOR Doctors: Meet Coal Creek Ledgers Founder, Katie Rhodes The DocPreneur Leadership Podcast

    • Entrepreneurship

"My mission is to transform the lives of physician entrepreneurs by creating a relationship delivering absolute excellence, and bringing clarity and understanding to your financial information so you can achieve the kind of life you envisioned when you decided to practice medicine."

-Katie Rhodes, Founder, Coal Creek Ledgers  


By Concierge Medicine Today, LLC/The DocPreneur Leadership Podcast
 
Our guest today is Katie Rhodes, Founder of Coal Creek Ledgers. (Learn more at: https://coalcreekledgers.com/services/) 
 
Coal Creek Ledgers  is a specialized bookkeeping firm for concierge medical practices and other direct primary care practice models. With more than a decade of experience in the medical field and medical billing and administration, Coal Creek Ledgers is uniquely suited to serve the advanced and complex bookkeeping needs of medical professionals.
 
Coal Creek Ledgers offers the most comprehensive bookkeeping and financial analysis for concierge medical practices and direct primary care physicians who are ready to climb! During your free discovery call, we’ll build a completely customized monthly bookkeeping package tailored to your needs.
 
Katie is passionate about helping medical professionals succeed and enjoys being a financial partner to her clients. She specializes in educating small medical practices and serving as a dedicated advisor who provides guidance and support through multiple phases of practice growth. She is especially enthusiastic about helping doctors and practice owners to achieve better practice management through outsourcing the tedious and challenging work of bookkeeping and prioritizing their patients instead!
 
Whether clients seek to become a direct primary care practice that only accepts cash, a hybrid practice that manages both self-pay and insurance patients, or a practice that accepts insurance only, Katie’s vast experience in the field allows her to provide expert guidance, no matter the structure of your practice.
 


Our services include monthly bookkeeping support, monthly financial statements and review, and generating end of year reports that can be sent to your CPA or tax preparer to make tax season easy.  
Visit: https://coalcreekledgers.com/about-us/
 
© Concierge Medicine Today, LLC. ("CMT") All rights reserved.
 
Disclaimers: All content presented here is for general information purposes only. It is NOT intended to provide medical, legal, professional, accounting or financial advice. No warranties or guarantees are assumed or implied and user(s) releases Concierge Medicine Today, LLC, its agents, representatives, affiliated brands/companies and/or guests from all damages, liability and/or claims. Be advised, some references, companies, individuals, products, services, resources and/or links may be out-of-date. Concierge Medicine Today, LLC does not update content past its release date. User(s) assume all risk and liability with any use of the content as well as third party links. Concierge Medicine Today, LLC., has no formal peer review and, therefore, cannot guarantee the validity of information and/or content contained on its web sites, podcasts, and/or all content it produces or releases. While some of our speakers may be licensed Physicians, they are not your Physician. Please consult your Physician related to anything you may have read or heard or have questions about or call 911. The views, thoughts, and opinions expressed are the speaker’s own and do not necessarily represent the views, thoughts, and/or opinions of Concierge Medicine Today, LLC. The "Concierge Medicine Today, LLC" ("CMT") name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. Additional disclaimers, releases, terms of use and conditions apply also to the production and/or use of this content, https://conciergemedicinetoday.org/tc

"My mission is to transform the lives of physician entrepreneurs by creating a relationship delivering absolute excellence, and bringing clarity and understanding to your financial information so you can achieve the kind of life you envisioned when you decided to practice medicine."

-Katie Rhodes, Founder, Coal Creek Ledgers  


By Concierge Medicine Today, LLC/The DocPreneur Leadership Podcast
 
Our guest today is Katie Rhodes, Founder of Coal Creek Ledgers. (Learn more at: https://coalcreekledgers.com/services/) 
 
Coal Creek Ledgers  is a specialized bookkeeping firm for concierge medical practices and other direct primary care practice models. With more than a decade of experience in the medical field and medical billing and administration, Coal Creek Ledgers is uniquely suited to serve the advanced and complex bookkeeping needs of medical professionals.
 
Coal Creek Ledgers offers the most comprehensive bookkeeping and financial analysis for concierge medical practices and direct primary care physicians who are ready to climb! During your free discovery call, we’ll build a completely customized monthly bookkeeping package tailored to your needs.
 
Katie is passionate about helping medical professionals succeed and enjoys being a financial partner to her clients. She specializes in educating small medical practices and serving as a dedicated advisor who provides guidance and support through multiple phases of practice growth. She is especially enthusiastic about helping doctors and practice owners to achieve better practice management through outsourcing the tedious and challenging work of bookkeeping and prioritizing their patients instead!
 
Whether clients seek to become a direct primary care practice that only accepts cash, a hybrid practice that manages both self-pay and insurance patients, or a practice that accepts insurance only, Katie’s vast experience in the field allows her to provide expert guidance, no matter the structure of your practice.
 


Our services include monthly bookkeeping support, monthly financial statements and review, and generating end of year reports that can be sent to your CPA or tax preparer to make tax season easy.  
Visit: https://coalcreekledgers.com/about-us/
 
© Concierge Medicine Today, LLC. ("CMT") All rights reserved.
 
Disclaimers: All content presented here is for general information purposes only. It is NOT intended to provide medical, legal, professional, accounting or financial advice. No warranties or guarantees are assumed or implied and user(s) releases Concierge Medicine Today, LLC, its agents, representatives, affiliated brands/companies and/or guests from all damages, liability and/or claims. Be advised, some references, companies, individuals, products, services, resources and/or links may be out-of-date. Concierge Medicine Today, LLC does not update content past its release date. User(s) assume all risk and liability with any use of the content as well as third party links. Concierge Medicine Today, LLC., has no formal peer review and, therefore, cannot guarantee the validity of information and/or content contained on its web sites, podcasts, and/or all content it produces or releases. While some of our speakers may be licensed Physicians, they are not your Physician. Please consult your Physician related to anything you may have read or heard or have questions about or call 911. The views, thoughts, and opinions expressed are the speaker’s own and do not necessarily represent the views, thoughts, and/or opinions of Concierge Medicine Today, LLC. The "Concierge Medicine Today, LLC" ("CMT") name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. Additional disclaimers, releases, terms of use and conditions apply also to the production and/or use of this content, https://conciergemedicinetoday.org/tc

39 min