The Top Bookkeeping Mistakes Utah Healthcare Clinics Make (and How to Avoid Them)
For dental, medical, med spa, and chiropractic practices across Utah County and Salt Lake County
Running a healthcare clinic in Utah is demanding enough without worrying about your books. Whether you’re a dentist in Lehi, a chiropractor in Draper, a med spa in Saratoga Springs, or a family practice in Salt Lake City, the financial side of your business needs just as much care as your patients.
Here are the most common bookkeeping mistakes Utah clinics make—and how to avoid them.
1. Using the Same Account for Business and Personal Expenses
This is one of the fastest ways to create chaos in your books (and raise red flags during tax season). Keeping business and personal expenses separate protects you, simplifies reconciliation, and keeps your clinic’s financial picture clear.
2. Not Reconciling Insurance Reimbursements
Medical, dental, and chiropractic clinics rely heavily on insurance reimbursements. When these deposits aren’t matched to claims:
Underpayments go unnoticed
Lost claims slip through the cracks
Your cash flow becomes unpredictable
Accurate reconciliation ensures every dollar that should reach your clinic actually does.
3. Ignoring Merchant Processor Reports
Many Utah clinics use processors like:
Stripe
Square
CareCredit
Membership plan platforms
Medspa package systems
If these aren’t reconciled monthly, your revenue numbers may be off by thousands.
4. Not Tracking Prepaid Packages or Membership Plans
This issue is prevalent in med spas and chiropractic offices.
Prepaid packages are liabilities until services are performed. Incorrectly recording them can throw off your entire financial picture.
5. Not Preparing for Taxes Until Year-End
Waiting until December to “figure out the books” leads to stress, expensive cleanup work, and poor decision-making. Monthly bookkeeping gives you clarity all year—and lets you adjust proactively.
Avoid These Mistakes With Professional, Healthcare-Focused Bookkeeping
Utah clinics deserve a financial system that runs smoothly behind the scenes.
If your books feel messy, overwhelming, or behind, let’s fix that.
👉 Book a call with Clarke Financials
