Medical & Therapy Practices
We manage your financial operations so you can focus on patient care.
The Specialized Pillars
Protected health information is handled through encrypted, access-controlled workflows and limited to authorized users.
Clean financial records that keep your CPA happy.
Clear financial reporting that gives you a transparent view of your practice's health and profitability.
Setting up your payroll system, calculating employee wages, and managing compliance.
We work with individual and group practices, including medical doctors and specialists, mental health therapists, concierge nursing, and physical/occupational therapists.
About
Substrata is a small team led by Anne Percoco, providing specialized bookkeeping, payroll, and compliance management for small businesses. Based in Jersey City, New Jersey, we serve clients remotely with dedicated expertise in the arts and medical/therapy practices.
Anne began her bookkeeping career in 2009. She spent years working for local firms, managing accounts across a diverse range of industries before launching her own freelance practice in 2014. That practice has since grown into the Substrata team.
Beyond keeping your records accurate and secure, we act as a consulting partner to help you interpret your numbers and make informed business decisions. Anne remains directly available to our clients for all advisory support.
Client Stories
Since Anne started managing the financials for my therapy practice, my day-to-day stress has decreased significantly. She and her team have saved me time and money, and they are a big reason why my practice is thriving. On the personal side, she has automated payroll for a family member's caregiver, which has taken a huge logistical weight off my shoulders.
Accountants come and go, but Anne and her team are always there for us. Her expertise has been a game-changer for our multi-entity pediatric therapy practice. From day one, she found and fixed historical bookkeeping issues and streamlined our processes. What we appreciate most is her flexibility and proactive approach, whether she is catching missed benefit contributions, advising us on expense management, or adapting her services to fit our budget and needs. She is always there to answer our questions and has been a lifesaver when navigating tricky compliance issues. She is stellar at what she does, and her opinion means a lot to us.
I hired Anne during a business separation when the financial side of my practice felt like a heavy lift. She immediately took that weight off my shoulders. She handles all the intricate financial work, from our complex payroll to keeping our books impeccably clean. She coordinates directly with my CPA so I don't have to and helps me understand my financial reports so I can make better business decisions. Because of Anne, I can actually focus on my therapists and our patients instead of stressing over the numbers.
I've worked with Anne for nine years, since day one of my practice, and she is an essential part of my team. She is proactive, incredibly organized, and always stays a step ahead so I never have to worry about anything falling through the cracks. Anne goes above and beyond for her clients, and I trust her completely with my books. If you are lucky enough to have her support your business, she will be a tremendous asset.
Account reconciliations, income/expense categorization, asset/liability tracking, and compiling and storing essential financial documentation.
Setting up and troubleshooting payroll systems, employee onboarding and offboarding, and ongoing payroll administration.
Manual setup and compliance for low-frequency corporate officer payroll, including retirement contributions.
Budgeting, setting up internal systems for cash flow forecasting, project and KPI tracking, and helping you understand your financial reports.
Contact
If you would like to discuss bookkeeping, payroll, or financial consulting for your practice, fill out the form to schedule an introductory call.