Financial Support Built for Birth Work
Specialized financial services designed for the unique realities of birth work — from bookkeeping and insurance billing to tax preparation, cleanup, and CFO-level strategy.
Ongoing & Project-Based Support
Whether you need ongoing bookkeeping, help with insurance billing, tax preparation, or a one-time cleanup, we meet you where your business is today.
Bookkeeping Support
For birth professionals who want current, organized finances
Bookkeeping falls behind when you're serving families. Months pass, transactions pile up, and you're left guessing at your numbers.
What's included
- Ongoing transaction categorization
- Monthly reconciliation
- Income & expense tracking
- Up-to-date financials you can actually use
Insurance Billing Support
For midwives and birth centers navigating insurance
Insurance billing for birth work is complex — benefits verification, claim submission, denials, and payment tracking can drain your time.
What's included
- Benefits verification
- Claim submission & corrections
- Denial follow-up
- Payment tracking & posting
Tax Preparation
For birth professionals who want to stay tax-ready
Tax season shouldn't be a scramble. Without year-round planning, you miss opportunities to reduce liabilities and increase savings.
What's included
- Business tax preparation
- Tax planning throughout the year
- Customized tax strategies
- Reduce liabilities, increase savings
Financial Cleanup
For birth professionals with messy or backlogged books
If your books have fallen behind or were never properly set up, it's hard to see where your business actually stands.
What's included
- Catch-up bookkeeping
- Transaction cleanup & categorization
- Reconciliation of outstanding accounts
- A clear picture of where you stand
Expert Medical Billing Support
Experience specialized billing support designed for the unique realities of birth work. From benefits verification to claim support and accounts receivable recovery, we help you strengthen the path from care provided to revenue received.
Birth Benefits Review
Gain clarity around potential insurance coverage and benefits for the birth-related services you provide.
Insurance Billing Support
Receive specialized support with claim submission, corrections, status follow-up, and payment tracking.
Billing Cleanup & A/R Recovery
Identify outstanding revenue, clean up billing issues, and create a clearer path toward getting paid.
Choose Your Level of Support
Three bundled offers that combine birth-industry expertise, practical financial systems, and personalized support.
Financial Foundations™
A starting point for clarity
For birth professionals who need a clearer understanding of their business finances and a stronger financial foundation to build on.
- Customized chart of accounts
- Bookkeeping system setup
- Billing & payment workflow design
- Income & expense tracking
- Financial organization roadmap
Balanced Revenue
Strategy meets sustainability
Financial strategy and support to help you better understand your revenue, pricing, and financial sustainability.
- Full medical billing management
- Payment & A/R oversight
- Denial follow-up
- Bookkeeping & reconciliation
- CFO strategy & financial reporting
Birth CFO Hotline
Guidance on demand
Accessible financial guidance for birth professionals who want support with business finances and greater confidence in their financial decisions.
- Two 1-on-1 working sessions
- Billing & EOB review
- Bookkeeping oversight
- CFO-level financial insight
- Ongoing business support
Start with a Financial Fit Call
Not sure where to start? Book a Financial Fit Call. We'll talk through your business, your current financial systems, and your goals, then recommend the level of support that makes sense for where you are today.
Schedule Your Fit Call