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Advising Services

This service can help you gain freedom of both time and money, and greater control over your veterinary hospital. You'll be able to maintain a healthy work/life balance while also having a growing, and more profitable business.


The Lacey Plan

Financial Advising

Our Clients feel safe and secure in knowing they are building their business in the right direction. The financial advising service takes the guess work out financial planning by following a simple, six-step process.

  • First, we sit down with you to establish what your personal and professional goals are, both in the coming year and over the next five years.

  • We work with you to set targets that, when achieved, will indicate those goals have been reached.

  • Every month, we analyze your financial reports to create a forecast of where your business is headed, based on your actual monthly data.

  • We then generate a simple scoreboard that shows how your business is trending towards your overall goals.

  • We brainstorm together to determine objectives that will have the quickest effect on the continued success of your business.

  • We devise a clear action plan of what you need to do in the coming month to help you meet those objectives.


We work closely with you throughout the entire year to ensure your business is moving in the right direction. Our goal is to help you to have a growing, profitable business.

Bookkeeping Services

Take the burden of dealing with expenses and bookkeeping off your shoulders.

When you know that someone who has a thorough understanding of veterinary medicine is taking care of your books so you can relax and focus on practicing veterinary medicine.


The Jasmine Plan

  • Up to 100 transactions entered

  • Reconcile 1-3 bank or CC accounts

  • Three monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support

The Rigatoni Plan

  • 100 to 300 transactions entered

  • Reconcile 4-7 bank or CC accounts

  • Update chart of accounts

  • Record up to 5 journal entries

  • Prepare monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support 


Additional services

Comprehensive Analytical Reports

Consultation services 

Diagnostic Review

Company setup in QuickBooks 

Accounts Payable and Receivable

Cleanup varies depending on extent needed

Payroll depends on number of employees

EF Bookkeeping for Veterinarians provides clients with the specialized bookkeeping support and services they need, allowing them to focus on their veterinary practice and quality of life.

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