QuickBooks Billing for Equine Vet

I run a solo equine veterinary practice and need to hand off every aspect of billing so I can stay in the field instead of at the computer. All client charges, statements, and follow-ups will live in QuickBooks, but the file still needs a proper chart of accounts, service codes, and templates before it can start working for us.

Here is what a successful engagement looks like:

• Initial setup of QuickBooks (chart of accounts tailored to ambulatory veterinary services, import of existing client list, custom invoice template, payment terms, and basic inventory items for pharmaceuticals).
• Smooth migration of the last three months of transactions so year-to-date figures are accurate.
• Weekly creation and emailing of invoices with the correct call-out fees, visit charges, and medication mark-ups already built in.
• Reconciliation of bank and credit-card feeds each month, keeping A/R aging under control.
• Delivery of a monthly profit & loss, balance sheet, and aging report that I can review in ten minutes or less.

I’ll supply raw charge sheets from the truck, deposit details, and current Excel records; you translate that into clean, timely bookkeeping. Experience with QuickBooks Online and familiarity with veterinary or other mobile service businesses will make the learning curve short, but a methodical eye for detail matters more than industry-specific knowledge.

If you can own both the setup and the ongoing management, let’s get started so my clients—and their horses—see quicker, clearer billing.