You probably noticed that we ask quite a few questions at the time you book a consultation. That helps us make the most of our time together.

The free consultation is a casual conversation where we’ll learn about your practice, your needs, and your goals. You’ll also get a feel for what it’s like to work with us! By the end of the call, we’ll know if we’re a good fit for each other.

Yes! Many of our clients have both a bookkeeper and a CPA, and that partnership works beautifully. We handle your day-to-day bookkeeping, keeping your numbers accurate and current, while your CPA focuses on tax planning and filing. It’s a team effort that sets you up for success.

Our packages start at $350 per month for solo practices.

After your free consultation, we’ll send a customized proposal based on your practice needs, number of accounts, transaction volume, and any add-on services (like receipt management, payroll, financial analysis calls).

Yes, both! Most of our clients use QuickBooks Online, and Andrea is also a Xero Certified Professional. If you're starting fresh or your books need a clean-up, we'll help you choose the platform that best fits your practice, and we can handle the move for you.

Yes! Jane doesn't sync directly with QuickBooks Online, so many practices end up with revenue in Jane that doesn't match their books. Each month we bring your Jane sales and payout data into QuickBooks and reconcile it to your bank deposits, so your reports reflect what your practice actually earned.

Monthly Bookkeeping for solo and group private practices

Bookkeeping Clean-up for past periods

QuickBooks Diagnostic Reviews

QuickBooks Online Training (ideal for solo practitioners managing their own books)

Nope! We are a 100% virtual and paperless firm. You’ll upload everything through your secure client portal.

Absolutely. We can handle your bookkeeping and, if you need, we’re happy to refer you to trusted tax professionals who work with private practices.

We primarily use email and our secure client portal. After onboarding, you’ll have access to your own portal where you can upload documents, answer questions, and reach out to us anytime.
For general inquiries, you can always email us at hello@keyaccounting.llc.

Security is our top priority.

We use a secure client portal for document exchange.

Our team only works on secure, password-protected devices over private networks.

We follow strict internal protocols to protect your sensitive data.

All monthly payments are processed via automatic draft on the 1st of each month.

Prior Period Clean-up projects are a flat-rate fee, typically split into 2-3 installments (outlined after our diagnostic review)

Our initial agreement is for six months. After that, it rolls month-to-month with an annual renewal.

If you ever need to cancel, we request for 30 days' written notice.

We specialize in established private practices: therapists, counselors, chiropractors, and other clinicians, whether solo or group practice. Many of our clients use Jane App and QuickBooks Online.

We also work with established service businesses here in Baldwin County, Alabama. If you're not a private practice but are ready for professional bookkeeping, reach out here.

Here’s how the process works:

Free Consultation – We chat about your practice and whether we’re a good fit.

Diagnostic Review – We take a deep dive into your books and assess what’s needed.

Proposal – You’ll receive a customized proposal outlining services and pricing.

Onboarding – After signing the agreement and paying your first invoice, we’ll schedule a kickoff call.

Bookkeeping Begins – We’ll gather documents and get your books up-to-date.

Monthly Support – Ongoing services include monthly bookkeeping and reports delivered by the 20th of each month.

Our goal is to free up your time and give you confidence in your financials so you can focus on helping your clients.