What can I expect from the free consultation?

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.

Can I work with a bookkeeper if I have a CPA?

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.

How much do your bookkeeping services cost?

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).

Do you work with clients that use QuickBooks Online?

Yes! We work with private practice owners using (or ready to switch to) QuickBooks Online.

What services do you provide?

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)

Do I need to bring you my documents or send them via mail?

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

I don't have a tax preparer, can I still work with you?

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

How do I communicate with you?

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.

How do you keep my information secure?

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.

How does payment work?

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)

How long would our engagement be?

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.

Who do you work with?

We specialize in working with solo and group private practice owners in the mental health space. If you’re a therapist, counselor, coach, or wellness provider ready to get your finances organized and gain clarity in your numbers, we’d love to connect!

What should I expect from working with a bookkeeper?

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.