Bookkeeping for Medical Practitioners

Medical centres have many unique bookkeeping challenges and requirements. It is important that you understand these if you own a practice, clinic or other healthcare-related business. In order to uncover ways to increase profitability, and avoid needless costs, bookkeeping accountants work toward maximising every dollar, despite the often low margins involved.

trusted by

nam anh pharmacy
north eastern urology

At Wilson Pateras, we provide tailored services as doctor accountants in Melbourne, offering a unique approach to this complicated space. Managing your books for you, we’ll keep you compliant and in line with all relevant tax laws and requirements. meanwhile, our team will always provide you with the reports and data you need to better understand how to increase your practice’s profitability and efficiency, and effectively plan for the future.

We solve your biggest accounting challenges

Many businesses in this sector share the same accounting problems and often, they compound one another. When this happens, it’s almost impossible to know where you stand. One day you could have a positive cash-flow problem and the next, you could have an issue that makes it appear you are losing money, when you may not be.

Poor financial planning, unreliable reporting and inadequate or ineffective documentation are the top three reasons you might get audited by the Australian Tax Office. If you don’t get these things right, you could end up paying more in penalties than you would have otherwise. At Wilson Pateras, our business accounting experts ensure all of these bases are covered, giving you a team of medical accountants and bookkeepers who know every detail involved in these matters.  

medical accountants

We're there before you open your doors

Ideally, your bookkeeping should start long before your medical facility opens its doors for business. Doing it this way will ensure that all your accounting transactions are recorded accurately and you have all the necessary financial reports you need to make well-informed decisions about your business.

As accountants for medical practitioners, we’ll ensure your clinic or centre is ready to take on new clients and go public, without any financial risks involved. 

And as your business grows

There’s never a bad time to start establishing good medical bookkeeping practices as an already-existing healthcare business. If you get your books in order and implement the right financial reporting and planning as soon as possible, you’ll set your business on the right course for success. Gain a clear picture of where you’re heading, and identify challenges before they hit, so you’re always well-prepared for any hurdles. 

Take advantage of opportunities as they arise, without getting tripped up by them. Let us create a workable budget for your business and guide you towards sticking to it. Know where your money’s going and how your revenue streams are performing. No matter what aspect of your financial situation you need clarity on, we’ll provide it. 

If you’re looking for a medical accountant that ensures you’re always on the right track, we’re the first port-of-call in Melbourne. Contact us now for a no-obligation discussion around your needs and goals.

Client Stories

Click below to watch our client stories and find out how they are helping their patients, and how Wilson Pateras are helping them.

Our Medical Accounting Services

Our team of accountants, bookkeepers and financial advisors work seamlessly to assist you with all of your medical practice and personal finances. Our accounting services include:

Tax &

Tax minimisation strategies, tax returns and financial statements


Recording and managing all financial day-to-day transactions of your practice

Payroll &

Comprehensive payroll services including super contributions and PAYG tax​


Regular reporting on your practices' financial performance


Preparation and lodgement of your BAS and IAS (including FBT and GST)

Cash Flow

Keeping track of the money coming in and out and help you meet your financial goals​

Who we work with

Why Choose Us

All your finances under one roof

Our ‘all-in’, knowledge-sharing approach means that Wilson Pateras’ accountants, bookkeepers and financial advisors work together to deliver the results you seek to achieve.

Local team in Melbourne

Accountable and accessible, Wilson Pateras advisors and strategists are located in our convenient Melbourne location in Richmond.

Fixed fees - No surprises or hidden costs

Never suffer accounting bill shock with Wilson Pateras’ fixed monthly fee structure. Whether you engage our talented team for ongoing advice and support or one-off tasks, our fees will be quoted upfront.

Support when you need it

Contact your Wilson Pateras accountant or advisor whenever you require support – all at no extra cost.

Tailored solution to your needs

Wilson Pateras tailor solutions to your unique circumstances, goals and budget – ensuring you pay only for the services you need.



Here’s what our clients say about Wilson Pateras.

zed med for doctors
medicare billing accounting
genie solutions medical software

Why Choose an Accountant Who Specialises in the Medical Industry

Wilson Pateras’ depth of understanding regarding the medical industry is what truly sets us apart. Enjoy the benefit of having an accountant who understands the systems and software favoured by medical practices. We are across:

accounting for medical practices

Managing or Setting Up a Medical Practice? We Will Help You Succeed

Are you looking to set up your own medical practice? Or maybe you are already running one but want to improve the financial side of the business. Wilson Pateras medical accountants can help you with:

Stay Updated on How Your Business Performs

Discover smarter financial reporting by location or doctor

A specific strength of the Wilson Pateras team lies in our way of reporting. We can categorise practices by location or by doctor. This information provides practice managers valuable information on how each location is operating and how each doctor is performing – giving the opportunity to allocate additional resources where necessary.

accounting for doctors

Meet Our Medical Accounting Specialists

Mark Forte


Nick Street


Amy Buglass

Senior Manager

Neha Bedi


Lasadi Felsinger - CFP

Financial Advisor

Catherine Vu


Book a Consultation

Book a strategy session to find out more about how we can help your practice. Please fill out the form and one of our specialists will be in touch with you.

Your personal details are safe with us and won't be shared with third parties.

Medical Accountants Near You


Level 1, 678 Victoria Street
Richmond VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Mark Forte



With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to a wide variety of clients in industries including manufacturing, law, retail, property, medical and the professional services industries.

A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.

Qualifications & Memberships

  • Fellow of the Taxation Institute Accountants (FCA)
  • Diploma of Financial Planning
  • Registered Tax Agent
  • Member of CA Australia

Industry Specialisations

Nick Street



I am an extremely client focused individual who strives to provide the best possible advice to my clients. My approach of putting the client first has built considerable trust between myself and my clients. I place great emphasis on building and maintaining client relationships.

I have over 18 years experience in professional practice working on diverse client bases ranging from small, medium and large businesses to high net worth individuals. I am a member of CPA Australia, hold a Bachelor of Science from the University of Melbourne, a Graduate Diploma in Accounting from Monash University and I am a registered tax agent.

My experience is diverse from the preparation of tax returns and financial statements for all types of entities, to tax planning and business structuring strategies, to navigating through ATO audits, assisting clients with family law matters and have experience consulting to international corporations. I also have an interest in accounting software and information technology, and have previously spent a number of years as a part time IT manager.

I joined Wilson Pateras to be part of a dynamic and growing organisation that strives to provide the highest quality of advice to its clients whilst developing its people to their full potential.

Qualifications & Memberships

  • Member of CPA Australia
  • Graduate Diploma in Accounting
  • Bachelor of Science
  • Registered Tax Agent

Industry Specialisations

Amy Buglass



I joined Wilson Pateras with 18 years’ experience in professional practice, specialising in areas of taxation for high net worth individuals as well as trusts, companies and Self Managed Superannuation Funds. I am a Certified Practicing Accountant (CPA) and have a degree in Bachelor of Business – Accountancy.

My main focus is my clients, ensuring that I can assist with the improvement/enhancement of their net worth as well as the facilitation of their daily taxation requirements.  This includes maintaining correct records, teaching the use of accounting software programs and identifying efficient and cost effective ways of doing things.

Over the years, one thing that I have learned from a mentor was to always ensure that clients receive a reply on the same day.  I can proudly say that this approach has allowed me to maintain a professional relationship with my clients who can rely on a great service and that trust that their needs are given importance.

Qualifications & Memberships

  • Member of CPA Australia
  • Bachelor of Business – Accountancy

Industry Specialisations

Chris Wilson



With my years of experience, I have acted as an adviser, strategist, negotiator and counsellor to hundreds of business owners. Over this period, I have gained a wealth of knowledge about what makes businesses and their owners tick. I am passionate about understanding the key drivers of business performance and helping business owners achieve their full potential.

My business life has taken me through all sorts of structures including private business partnerships and executive roles in listed public companies. More recently, I established Wilson Pateras in conjunction with Nick Pateras. We recognised a gap in the market place for a more personalised approach to servicing clients needs.

The world is constantly changing which creates new challenges for business owners. In these times Wilson Pateras remains a constant to help guide our clients towards future success.

Qualifications & Memberships

  • Fellow of the Institute of Chartered Accountants (CA)
  • Bachelor of Commerce
  • Registered Tax Agent

Industry Specialisations

Lasadi Felsinger - CFP

Financial Advisor



I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.

I specialise in holistic strategic advice as listed below:

  • Superannuation & SMSF: Strategic advice to identify suitable structures and how this will help to achieve goals.
  • Wealth creation: How to build wealth by identifying suitable strategies
  • Wealth protection: Analyse suitable cover and amounts for Life , Total and Permanent Disablement insurance, Trauma & Income protection
  • Retirement planning: Maximising retirement benefits by identifying strategies & investments
  • Investments: Identifying personal investments to help to achieve goals
  • Tax planning: Strategies to minimise tax where possible while creating wealth
  • Estate Planning: Identifying strategies to achieve estate planning wishes and how to structure it


Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.

Qualifications & Memberships

  • Certified Financial Planner
  • Bachelor of Commerce- Financial Planning
  • Diploma of Accounting
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)

Authorised Representative Number


Catherine Vu


Qualifications & Memberships

  • Bachelor of Business Accounting
  • Xero Adviser Certified
  • Experienced with MYOB and Xero