Creations · South Africa
Bring billing, collections and costs into view.
Bookkeeping and financial reporting support for healthcare practices and their business teams.
What the work covers
Use this scope to identify what you need. Your proposal will confirm the services, records, reporting frequency and fees for your business.
- Reconciliation of practice income and receipts
- Debtor schedules and unresolved collection items
- Expense and supplier reconciliations
- Payroll-record support where included
- Practice management accounts and year-end schedules
What to prepare
Tell us which records are available and where there are gaps. We can then distinguish ongoing work from any initial catch-up.
- Financial reports from the practice billing system
- Remittance and bank records
- Supplier invoices and approved payroll summaries
- Ownership structure and prior financial statements
Timing and responsibility
Timing depends on the records, approvals and work required. Tell us about any deadline at the start. The engagement should identify the person handling your work, the review responsibilities and any external specialist needed.
Reconcile the billing record with the bank
Amounts billed are not always collected in the same period. Keep adjustments, remittances and outstanding balances visible so the practice can explain the difference between billed activity and cash received.
Provide the financial information needed for the engagement through the agreed channels. The accounting scope should identify which reports are required from the practice system and who can resolve billing queries.
How the work progresses
- 01
Understand the workflow
Review the business records, systems and immediate requirements.
- 02
Define the assignment
Agree the deliverables, people responsible and fees.
- 03
Prepare and resolve
Work through the records and identify outstanding questions.
- 04
Review the outputs
Review the results and agree the next actions.
Questions before you start
Can the engagement cover selected tasks?
Yes. Agree which tasks stay with your team and which work Creations will handle, including document collection, preparation, review and approval.
What should we send with an initial enquiry?
Describe the business, the work required and the deadline. Identify the periods and systems involved. Arrange the appropriate document-sharing channel before providing confidential records.
Related services
Let’s define the next step.
Tell us what you need, what is outstanding and when it matters.