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SIGN UP TODAY

I was initially hesitant to spend money on hiring a firm to do my bookkeeping, but I'm so glad that I did. The stress and time saved by outsourcing the everyday money-related tasks has been well worth it.

-David G.

Want to talk to someone?

Schedule a free consultation: 

SOLO BOOKKEEPING PACKAGE
SCHEDULE C: Sole Proprietor, LLC, PLLC

One-time Startup Cost: $499
Includes setup of your QuickBooks account + catch up of your bookkeeping from January 1, 2024. 

Monthly Investment: $299 + $24 QuickBooks Online subscription

Monthly Bookkeeping, unlimited email support, quarterly reports, Q&As with our team of accounting for mental health experts! 

SOLO BOOKKEEPING PACKAGE
S CORPORATION (or LLC TAXED AS S CORP)

One-time Startup Cost: $499
Includes setup of your QuickBooks account + catch up of your bookkeeping from January 1, 2024. 

Monthly Investment: $349 + $24 QuickBooks Online subscription

Monthly Bookkeeping, unlimited email support, quarterly reports, Q&As with our team of accounting for mental health experts! 

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Step 1: Sign up and schedule your 30 minute kick-off call

During the call we'll connect your business bank accounts and credit cards to QuickBooks, and get "view only" access to the information we need to complete your bookkeeping. 

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Step 2: We'll setup your bookkeeping system

We'll set up your QuickBooks* account in a way that makes sense for private practice owners. 
We'll also catch up your bookkeeping from January 1 of the current year. 


*Already have a QuickBooks Online account? For this service package we will require a new QuickBooks Online account (we'll even pass on our wholesale discount!). Once you download the reports from your previous account you'll be able to cancel the subscription.

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Step 3: We do your bookkeeping

We'll do your bookkeeping monthly, so you always have access to current reports in QuickBooks Online. 
Since we exclusively work with therapists in private practice we know what most bank transactions are, but if we have questions we'll reach out to you!

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Step 4: Grow your financial skills

Our quarterly workshops are designed to empower solo practice owners with knowledge to navigate their practice finances. We'll dive into various financial topics like budgeting, KPIs, deductions, quarterly estimated tax and more. 

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Step 5: Tax-ready reports

Our team will issue reports on a quarterly basis, and at the end of the year you'll have the peace of mind that your financial records are tax-ready. 
Whether you're working with your own tax accountant or our tax team, you'll have the reports you need to file. 

If you're anything like most therapist-gone-entrepreneurs, you've probably made some financial mistakes in your practice. 
 

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