Bookkeeping for medical practices

Bookkeeping, taxes & CFO support for growing practices.

Your practice's accountant: bookkeeping, tax filing and CFO support, with a licensed US CPA signing every return.

Bookkeeping, taxes and CFO support for dermatology practices and med spas.

Bookkeeping, taxes and CFO support for medical groups, MSOs and practices with several locations, with one consolidated report across your entities.

Book a call

A few quick questions. About a minute.

  • Lucid is a CPA firm.

  • A licensed US CPA signs every return.

  • Answers in Slack.

For practices with staff, at one location or several.

Catch-up work is scoped first, then a fixed price.

What clients say

Sigma Orthopedics is Dr. McCormick’s orthopedic practice within a broader portfolio of nine healthcare businesses. With elite training from Harvard University and the University of Pennsylvania, service as a U.S. Navy flight surgeon, and experience treating teams like the Chicago Bulls and New England Patriots, Sigma reflects the same standard of excellence that defines his wider operations.

Dr. Frank McCormick M.D., Sigma Orthopedics

The owner of Ascend Behavioral Health Network, a nationwide network of behavioral health facilities focused on delivering accessible, affordable, and high-quality mental health and substance use care across multiple locations. She is also the owner of Archangel Centers, where she leads primary mental health and substance use treatment for adolescents and adults.

Samantha Hewett, Chief Executive Officer, Ascend Behavioural Health

Terraway is an innovative startup focused on health and food tech, led by Erin Fitzgerald.
Received a White House Champion of Change Award and was named Crain’s Chicago 40 Under 40.

“Wow you guys are lightening fast. Sometime you will have to show me behind the scenes what you do and how you do it! CFOs for life for me”

Erin Fitzgerald, Business Owner, Terraway

  • Medzoomer
  • Abilisense
  • Kalda
  • Homey
  • Dukapaq
  • Timeless Recruitment

Your price is based on your monthly business expenses. Tax filing is priced separately.

Catch-up work is scoped first, then a fixed price.

Own a medical group?

One view across your entities: consolidated reporting for multi-entity medical businesses.

Your own taxes too: personalized tax services for medical business owners.

Tax credit study for practices

Ask about a tax credit study for your practice.

How it works

  1. Book a call.

    • A few quick questions. About a minute.
  2. A Lucid expert reviews where your books are.

    • Your price is based on your monthly business expenses.
    • Catch-up work is scoped first, then a fixed price.
  3. Your books are done and reviewed every month, and you get answers in Slack.

    • We handle your financial records so you can focus on your medical business.
    • We ensure your taxes are filed accurately and on time for your medical business.
    • Get round-the-clock support from our team via Slack for your medical business.

One team for your practice books, business taxes and your own taxes.

A licensed US CPA on the Lucid team prepares and signs every return.

The Lucid Experience

Tailored for Every Business: Medical Business, Medical Groups, Private Practices and more.

Lucid app screen: AI Plans

Behind on your practice books?

It happens when a practice gets busy. Book a call, and a Lucid expert looks at where your practice books are today and talks through where to start.

Behind at one practice or several? We scope the catch-up work first, then give you a fixed price.

Questions practice owners ask

Does Lucid do accounting and taxes, or only bookkeeping?

Both. Lucid is a CPA firm. It handles bookkeeping, accounting and tax filing for medical practices, and a licensed US CPA signs every return.

Which practices does Lucid work with?

Medical groups with several locations, including MSOs; physician practices; and specialty practices such as dermatology, med spas, therapists, chiropractors, PT practices and mental health practices.

What if my books are behind?

Book a call, and a Lucid expert looks at where your practice books are today and talks through where to start.

Who prepares and files my taxes: a CPA, an enrolled agent or someone else?

A licensed US CPA on the Lucid team prepares and signs every return.

What will it cost for a practice my size?

Your price is based on your total monthly business expenses. Tax filing is priced separately.

How is my financial data protected?

Lucid is built with enterprise-grade security and is fully aligned with SOC 2 compliance standards. We follow strict protocols to ensure your financial data remains protected.

Talk to a Lucid expert about your practice books.

Book a call

Fully aligned with SOC 2 compliance standards.