Why should I choose a bookkeeper who specializes in veterinary practices?

Veterinary businesses have unique financial challenges, from inventory and lab costs to multiple revenue streams. A specialist understands industry benchmarks, DVM and tech margins, and the importance of an AAHA Chart of Accounts, so you get accurate books plus insights that help your practice stay profitable.

Can you help my veterinary clinic improve profitability, or do you only handle bookkeeping?

Yes, we offer strategic advisory services in addition to bookkeeping.

We go beyond the numbers to help you identify key performance indicators (KPls), streamline operations, manage staffing costs, and uncover growth opportunities. Our goal is to help you run a more profitable and sustainable veterinary practice, not just keep your books in order.

What bookkeeping services do you provide for veterinary practices?

We offer complete bookkeeping support for veterinary clinics, animal hospitals, and specialists. Services include monthly transaction recording, bank reconciliations, financial statement preparation, payroll management, and custom reports — all tailored to the needs of veterinary businesses.

Can you clean up my books if they’re behind or messy?

Yes! Our bookkeeping cleanup service straightens out backlogs, fixes errors, and organizes your financial records. We’ll review your existing files, correct discrepancies, and get you on track with clear, reliable data for better decision-making.

How does your advisory service help my clinic grow?

Our advisory services go beyond numbers. We analyze trends in revenue, expenses, and staffing, then provide actionable recommendations to improve cash flow, set goals, and increase profitability — helping you make informed decisions that support long-term growth.

Do you work with all types of veterinary businesses, including mobile or emergency clinics

Absolutely. Whether you run a small animal clinic, a large animal practice, a mobile unit, or an emergency vet hospital, we have experience working across all types of veterinary businesses. We tailor our services to fit your operational model and ensure your financials reflect the true health of your business.

What’s the difference between a tax accountant, a financial advisor, and a bookkeeper?

Each role supports your practice in a different way:

• Bookkeeper – Keeps your financial records accurate and up to date by tracking income, expenses, payroll, and reconciliations.

• Tax Accountant – Focuses on preparing and filing tax returns, ensuring compliance, and helping you minimize tax liabilities.

• Financial Advisor – Helps you plan for the future — offering guidance on budgeting, cash flow, investments, and long-term growth strategies.

At Sage Financial Solutions, we specialize in bookkeeping and advisory for veterinary businesses and collaborate with your tax professional when needed.

What is the process to get started with Sage Financial Solutions?

It’s simple! Schedule a free discovery call so we can learn about your practice, review your bookkeeping needs, and discuss your goals. From there, we’ll recommend a service package — whether monthly bookkeeping, cleanup, payroll, or advisory — and handle setup so you can focus on caring for animals.