Why work with Medbook?

A full-service financial team, at your fingertips

You get expert advisors who (really) get to know your business.

We are not a tax-focused accounting firm checking in once per month.

We are in your business, working every day — and developing an intimate understanding of how your operations work.

 This means we can detect problems immediately, streamline your process, and make important recommendations to maintain your financial health.

You get efficient financial service for a low, sustainable cost.

 No more hiring, retaining, and training employees.

No more expensive software costs or upgrades.

When you outsource, your outlay is significantly lower than an in-house accounting department — yet it goes much farther.

You get cutting-edge software that is automated and easy to use.

 Bye-bye Excel sheets. Bye-bye manual input.

Here, everything is digital and in the cloud.

Used the company credit card? No more scanning and emailing. Just take a picture with your phone — and our system automatically integrates the expense.

You get everything in real time.

 No looking in the rearview mirror with historical reports that tell you nothing about today.

No more digging through frightening Excel sheets (or simply praying your guess was right).

 Our dashboard is built for real humans, which means you can instantly access only the numbers you need — without overwhelm or information overload.

You get reports you can actually understand.

 Don’t waste hours on the phone with your accountant deciphering confusing acronyms or making sense of pie charts.

Our grandma-proof system makes the numbers easy and actionable.

We’ll also give you a dashboard tutorial to make sure you know how to find what you’re looking for — and you can ask questions at any time.

You get more tax savings.

 We build a tax-focused dashboard special for your CPA.

So instead of spending days working to unravel mysterious numbers, they can concentrate on tax strategy and valuations — and get you the savings you need.

How we can help your business

Outsourced Accounting

Scale seamlessly without adding overhead costs.

Eliminate costly accounting errors. Streamline expenses and keep pace seamlessly with regulatory changes.

Business Intelligence

No more outdated or obsolete financial reports.

Custom financial dashboards provide real-time data. So you get an accurate, easy-to-understand picture of your business’s financial health 24/7.

Financial Advisory

Our expertise: Businesses aiming to hit $2M, $2.5M, $5M, $10M per year in revenue or beyond.

Our certified team will help you track KPIs, analyze financial data, and ensure you maximize all growth targets and available profit opportunities.

We’ve dealt with it before — and we can do it for you.

You’ll be set up in 60 days or less: no drawn out, painful process.

Just clean, accurate financials that ensure you make sound decisions to move your business forward.