FAQs

No. Vet Insight Group is not a tax accounting firm, and we do not replace your CPA. Instead, we organize and streamline your financials so your CPA can focus on tax strategy. We collaborate directly with your chosen CPA year-round to ensure your books, reporting, and tax preparation stay aligned.

We use a simple service expectation agreement, and our services are billed monthly. There are no long-term commitments — you can adjust or cancel anytime with 30 days’ notice.

We can begin onboarding as soon as you complete your discovery call and proposal approval. Most practices are fully set up within 2–4 weeks, depending on the complexity of your bookkeeping, payroll, and reporting systems.

We provide bookkeeping, payroll, FP&A, analytics, and strategic advisory services designed specifically for veterinary practices. Our support helps clinics gain clarity into their numbers, improve operations, and make confident business decisions.

Veterinary businesses have unique revenue models, staffing structures, cost drivers, and benchmarks. We speak the language of veterinary operations and tailor your financial reporting, budgeting, and analysis to how clinics actually function — giving you clearer, more actionable insights.

We support practices of all sizes — from solo veterinarians to multi-hospital groups. Our services scale to meet your operational and financial needs as you grow.

We primarily use QuickBooks Online, Rippling, Paylocity, or Gusto for payroll and HRIS, and best-in-class FP&A and analytics platforms. We also integrate with your PIMS (Cornerstone, ezyVet, VIA, etc.) and payment systems where applicable.

We provide monthly financial statements, weekly or monthly KPI dashboards, and customized FP&A reporting depending on your service tier. We also check in regularly to review results, trends, and recommendations.

Yes — we manage payroll processing, employee onboarding, tax filings, PTO tracking, and more. We ensure accuracy, timeliness, and compliance so you can stay focused on your practice.

Veterinary FP&A (Financial Planning & Analysis) includes budgeting, forecasting, KPI tracking, and data-driven insights. It helps you understand performance, identify trends, and plan for growth — from staffing to pricing to expansion.

Yes. We provide financial due diligence, operational reviews, valuation modeling, and integration planning for both buyers and sellers. Our team helps ensure smooth, confident transactions with clear financial insight.

You can schedule a consultation directly through our website. We’ll discuss your practice, your goals, and how our services can best support your financial and operational needs.

No worries — most practices we work with need some level of cleanup. We assess the current state during onboarding and provide a fixed-fee cleanup scope if needed before monthly services begin.

Yes. Many clinics choose a bundled package that includes bookkeeping, payroll, FP&A, and advisory. Bundles provide better integration, fewer vendors to manage, and more comprehensive financial visibility.

We can collaborate with your existing team or take over full responsibility depending on your needs. Many clients transition to our full bookkeeping–payroll–FP&A stack over time for better integration.

Yes. Our services are billed monthly with no long-term contracts. You can adjust or cancel services at any time with 30 days’ notice.

Yes. We support multi-location veterinary groups with advanced reporting, consolidation, FP&A modeling, payroll at scale, and transaction support.

We partner closely with your tax CPA to provide accurate, timely books, budgeting, and financial clarity. While we do not file taxes, our FP&A support helps ensure your CPA has everything needed for effective planning.

Vet Insight isn’t a generic bookkeeping or payroll provider — we’re a veterinary-specific financial partner. We understand how clinics actually run: appointment flow, DVM production, ProSal compensation, inventory challenges, staffing ratios, and the day-to-day realities of managing a hospital. Our team combines expertise in veterinary operations, FP&A, analytics, and strategic advisory so you get more than clean books — you get clarity, insight, and guidance you can act on.

We integrate your bookkeeping, payroll, KPIs, and financial planning into one unified system, giving you accurate numbers, deeper visibility, and better decision support every month. Instead of surface-level accounting, we help you understand performance drivers, improve profitability, and plan confidently for the future.

With Vet Insight, you get a partner who speaks your language, sees around corners, and supports your practice like an internal finance team — without the overhead of hiring one.