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.