Every month
tick every line
Each bank and card line is matched to a deposit, an invoice or a receipt before it’s called reconciled. An auto-categorized feed is only a first draft.
Why veterinary clinics only
a trade with its own arithmetic
A vet clinic’s money doesn’t behave like a shop’s. Wellness plans are paid monthly and used unevenly. Pharmacy is bought from distributors on account and sold at a markup. Lab work passes through at cost. A digital X-ray sits on a lease for years. Relief vets arrive on 1099s and leave on Friday.
Book a general bookkeeper against that and the pieces get lumped into “sales” and “supplies.” We keep them apart, because the owner needs to see whether dental is paying for itself, and boarding isn’t.
That is why we take independent practices only — one owner, a partnership, a few associates. It is the single kind of clinic we learn deeply, and the reason a clean set of books at the end of the year isn’t luck.
“Double-entry has shown where money went since Venice, 1494. We’re only keeping up the habit.”House note, Zebra Ledger