Medical offices and service businesses lose thousands every year to bad bookkeeping — not bad tax strategy.
Your books decide your tax bill.
If your books are wrong, everything downstream is wrong.
GTB fixes that with a Tax-Smart Clarity System™ designed to eliminate errors, capture every deduction, and keep you fully compliant.
Schedule Your Free Financial Health Evaluation
Plus: 50% Off Your First Month of Monthly Service
Tax-smart decisions rely on clean numbers — and right now, many medical practices and service businesses are bleeding money because their books are chaotic.
• Insurance reimbursements don’t match deposits
• Unapplied payments lowering reported revenue
• Mis-coded medical expenses
• Provider compensation off by thousands
• Payroll classifications triggering IRS red flags
• Chart of Accounts not optimized for deductions
• Fuel, tools, materials, subs — not properly categorized
• Missed home-office, mileage, and equipment deductions
• Revenue recorded in the wrong period
• Cash payments never documented
• 1099/employee mistakes leading to penalties
Every one of these errors increases your tax bill.
Messy books = missed deductions = wasted profit.
That’s the villain.
The only bookkeeping system built specifically for Medical Offices and Service-Based Businesses who want to keep more of what they earn.
Includes:
• Real-time reconciliations so your numbers stay clean — not “caught up later.”
• Built specifically for your industry to maximize deductions automatically.
• Every EOB → deposit → book entry tied out correctly.
• No guesswork. No IRS triggers. No missed deductions.
• Decisions made proactively — not April 14th panic.
• Stay audit-ready, not audit-afraid.
• Your CPA gets flawless books, not a financial crime scene.
Chiropractors
Dentists
Therapists
PT Clinics
NP-owned practices
Wellness clinics
Nonprofit healthcare
Contractors
Trades (HVAC, plumbing, electrical)
Home-service pros
Consultants
Agencies
E-commerce / Shopify
Specialty service providers
If your business relies on accurate numbers, compliance, and tax-smart operations…
This is for you.
Every deduction captured.
Nothing miscoded.
No “we need to fix your books” fees from your CPA.
No late filings. No misclassifications.
Clean audit trail.
Your business stops bleeding money you didn’t realize you were losing.
Clean numbers = smarter decisions = more growth.
✔ Medical & service-industry specific workflows
✔ Insurance reconciliation experts
✔ HIPAA-aware bookkeeping
✔ 75+ years combined experience
✔ Audit-ready financials
✔ Built for compliance
✔ Not just bookkeeping — tax-aligned bookkeeping
A: Tax-Smart Bookkeeping is a bookkeeping system designed to maximize deductions, reduce tax liability, and keep financial records compliant by categorizing and reconciling transactions correctly throughout the year.
A: This service is built for medical offices and service-based businesses that need accurate records, proper expense categorization, and clean books to avoid tax errors and missed deductions.
A: It reduces taxes by ensuring expenses are categorized correctly, deposits are matched, deductions are captured, and all financial records align with IRS guidelines, preventing overpayment and missed write-offs.
A: Yes. With a Senior Tax Accountant on staff, Giesler-Tran Bookkeeping can prepare and file your taxes directly, or work with your existing CPA if you prefer to keep your current tax provider.
A: Yes. Cleanup is included. We fix misclassified transactions, reconcile accounts, organize documents, and rebuild your books so they are audit-ready and structured for tax optimization.
A: Traditional bookkeeping records transactions. Tax-Smart Bookkeeping structures your books for tax efficiency, compliance, deductions, and audit readiness with industry-specific workflows for medical and service-based businesses.
A: No. All cleanup, restructuring, and system implementation is performed in the background without interrupting daily business operations.
A: You can start by scheduling a Free Financial Health Evaluation. We review your current books, identify tax risks, and provide a customized Tax-Smart plan with a clear, flat-rate monthly proposal.
The Tax-Smart Clarity System™ Guarantee**