You run the clinic. We handle everything behind it.

Fractional practice administration for small physical therapy and healthcare practices. Bookkeeping, financial reporting, and clinical KPI tracking — without the overhead of a full-time hire.

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The problem

Every hour in the back office is an hour not spent on patients or growth.

Practice owners are clinicians first. The bookkeeping, the reporting, the tracking — it all needs to happen, but none of it is why you went to PT school. The back office wins by default, not by choice, and the strategic work keeps getting pushed to next week.

Chart & Ledger exists to resolve that tension. We understand healthcare practices from the inside — the payer mix, the productivity metrics, the operational rhythms — and we genuinely love the work you don't have time for.

What we do

Complete back-office financial operations

Bookkeeping

Monthly close, reconciliation, financial statements, and cash flow monitoring.

KPI reporting

Visit volume, payer mix, productivity, cancellation rates, and monthly owner dashboards.

Practice admin

License tracking, vendor management, HR support, and strategic prep for your CPA.

Ready to get your back office off your plate?

No commitment. Just a conversation about your practice. Let's talk
Why Chart & Ledger

Built by someone who has sat in your chair.

Chart & Ledger was founded by a licensed physical therapist and practice owner who discovered he loved running the business more than treating patients. After years of owning and operating a private practice, that experience now serves the owners who are still in it.

Licensed PT with real practice ownership experience

MBA with deep financial and operational fluency

Genuinely invested in the success of each practice we serve

Let's talk

Tell us a little about your practice and we'll be in touch.