Catch-up bookkeeping for nemt & medical transportation companies

Catch up bookkeeping for NEMT & medical transportation companies usually begins when a broker audit letter arrives, a bank asks for two years of financials, or the owner realizes that nobody has reconciled a remittance since the company grew past five vehicles. We rebuild the months in order using the dispatch system's completed-trip history for revenue, the broker portals' remittance archives for what was paid, fuel-card and loan statements for the fleet, and the payroll provider's registers for drivers.

  • Since 2020
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How it runs for NEMT and medical transportation companies

Each bank and card account is reconciled month by month, the fixed-asset register is rebuilt from purchase and loan documents, and you receive a clean opening balance plus a list of open questions.

What is catch-up bookkeeping?

Catch-up bookkeeping is a one-time project that records and reconciles months or years of transactions that were never entered. The goal is a set of books where every bank, card and loan balance agrees with the statement and every period can be reported on. It ends when the backlog is current and reconciled, usually followed by ongoing monthly bookkeeping.

What we handle for NEMT and medical transportation companies

  • Rebuild revenue by broker from completed-trip history rather than bank deposits
  • Reconstruct paid, short-paid and denied trips from broker remittance archives
  • Rebuild the fixed-asset and loan register from purchase and lender documents
  • Re-post fuel-card, toll and maintenance history by vehicle from statements
  • Deliver a clean opening balance and a year-end package for your tax preparer

The KPI that matters here

Every back month reconciled, reviewed and documented, with open items listed by amount and owner at handover.

NEMT compliance notes

Broker contracts (Modivcare, MTM and regional brokers)

Each broker contract defines rate tables by trip type and mileage band, documentation required for payment, the dispute window and audit rights. We keep the current rate table in the billing workflow, check remittances against it, and log every dispute with its deadline so revenue is not lost to a missed date.

HIPAA

Trip records identify riders, pickup addresses and often the treating facility, which makes them protected health information. We sign a BAA, staff are HIPAA-trained, portal access is role-limited with MFA, and ledger entries reference trip or invoice numbers rather than rider names.

State Medicaid NEMT rules

States set driver background-check, vehicle inspection, trip-log and record-retention requirements for Medicaid transportation, and brokers pass those obligations through their contracts. We file supporting cost records so a state or broker audit can be answered from the books, and we flag lapses in insurance or inspection renewals that would suspend billing.

Worker classification

How drivers are paid and controlled determines whether they are employees or contractors under IRS and state tests. We book pay according to the classification you and your counsel have chosen, track 1099 settlements separately from W-2 payroll, and prepare the year-end 1099-NEC data for owner-operators.

NEMT software we work in

More for NEMT and medical transportation companies

Frequently asked questions

What records do you need to rebuild NEMT books?

Bank and card statements, fuel-card statements, loan and lease agreements for each vehicle, payroll registers, completed-trip reports from your dispatch system and remittance files from each broker portal. Insurance policies and repair invoices help but can be reconstructed from statements. We list what is missing after the first review and work with what exists.

Can a catch-up recover revenue from old trips?

Sometimes. Rebuilding remittance matching for past months usually surfaces trips that were short-paid or denied and never disputed, and some of those are still inside the broker's window. We hand that list to our billing agents under your BAA. We make no promise about the outcome, but the list is a normal by-product of the rebuild.

How do you rebuild the vehicle register from scratch?

From purchase invoices, titles, lender statements and lease agreements, we record each unit's cost, financing, in-service date and the depreciation method your tax preparer used. Where a vehicle was sold or totaled, the disposal is booked with the insurance proceeds. The register then produces the monthly depreciation entry and a schedule your CPA can use.

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Next step

Books closed. Invoices paid. Every month.

Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close.

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  • No setup fee, month-to-month
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