How Utah Clinics Can Keep Their Books Audit-Ready All Year (Without the Stress)
Healthcare is one of the most audited industries—especially for medical and dental practices in Utah. But getting audit-ready doesn’t have to feel intimidating. With the right monthly systems, your clinic can stay organized, compliant, and stress-free.
Here’s how to build audit-ready books year-round.
1. Reconcile Every Account Monthly
This includes:
Operating bank accounts
Credit cards
Merchant processors
Insurance reimbursement deposits
Membership and subscription revenue
Consistent reconciliation protects you from errors and surprises.
2. Organize Insurance Adjustments & Write-Offs
Insurance payments rarely match what you bill.
Audit-ready books include:
Correct adjustments
Accurate write-offs
Proper allocation of provider production and collection
This is crucial for dental and chiropractic clinics especially.
3. Track Equipment Purchases for Depreciation
From dental chairs to laser machines, Utah clinics often invest in high-ticket equipment.
Clean bookkeeping ensures:
You depreciate assets correctly
You avoid missing tax deductions
Your CPA gets accurate data
4. Monitor Payroll Liabilities
Even if you outsource payroll, your books still need to track:
Employer taxes
Benefits
PTO accruals
Workers comp payments
These items matter during an audit and help your clinic stay compliant.
5. Maintain Documentation & Receipts
Audits go smoother when everything is already organized.
Use digital folders for:
Vendor invoices
Equipment receipts
Insurance correspondence
Bank and credit card statements
A simple system makes all the difference.
Get Audit-Ready Support for Your Utah Clinic
If you want help creating a clean, repeatable system for your dental, medical, medspa, or chiropractic practice, we can take this off your plate.
