Our Services
BOOKKEEPING FOR THERAPISTS
Accurate, up-to-date financial reports that help you understand your practice’s performance, make confident decisions, and stay tax-ready.
We specialize in bookkeeping services exclusively for mental health professionals in private practice. Whether you're solo or running a growing group practice, we make managing your finances simple and stress-free.
What’s included?
Monthly categorization of income and expenses
Bank and credit card reconciliations
Clear, easy-to-read monthly financial reports
Unlimited Email support from a dedicated bookkeeper who understands private practice
Assistance with QuickBooks Online
Year-end reports to make tax filing a breeze
Perfect for you if:
You’re tired of DIY bookkeeping and ready to delegate
You want up-to-date, accurate financials without doing it yourself
You want clarity about where your money is going and how your practice is performing
Pricing starting at $350 per month
QuickBooks Training for Private Practice Owners
Hands-on QuickBooks Online training for therapists who want to confidently manage their own bookkeeping and stay organized.
What’s included ?
Personalized, one-on-one QuickBooks Online training session
Step-by-step guidance on setting up your QuickBooks account
Learn how to categorize income and expenses properly
Training on reconciling accounts and running key financial reports
Tips to stay tax-ready and organized throughout the year
Simple explanations—no accounting jargon!
Perfect for you if:
You’re a solo practice owner who prefers to DIY but needs expert guidance
You want to avoid costly mistakes and make sure your books are done right
You need confidence in managing your own books without stress
Prior Period Clean-Up
Messy books? We’ll clean them up and get your financial records back on track.
What’s included?
Review and cleanup of prior months (or years) of bookkeeping
Correction of errors in categorization of transactions
Monthly reconciliation of all bank and credit card accounts
Separation of personal and business expenses (if needed)
Up-to-date, accurate reports you can rely on
Peace of mind knowing your books are correct and tax-ready
Perfect for you if:
You’ve fallen behind on bookkeeping
You’re worried your records aren’t accurate
You’re preparing for tax season or seeking funding and need clean reports
You want to start fresh with a solid financial foundation
Diagnostic Review
You know that your numbers are not quite right, but you do not know what is wrong and how to fix it?
We can take a look at your books and provide a report outlining areas to improve and correct and recommendations on how to make the corrections.
What’s Included:
Deep dive into your current QuickBooks file
Review of past transactions for accuracy and consistency
Identification of errors, duplicates, and missing entries
Written report outlining our findings
Clear recommendations for corrections and best practices moving forward
Perfect for you if:
You’re unsure if your books are accurate
You want peace of mind before tax season or big decisions
You’ve managed your books yourself and want an expert review
You don’t have the time to make the corrections?
No worries! We can perform a clean-up too! See the description above.