Fixed monthly pricing for therapy practices.

Your monthly fee is based on your average transaction volume (bank + credit card activity) because that’s the best indicator of the ongoing bookkeeping workload.

And don’t worry: we don’t adjust your investment for normal month-to-month fluctuations. Your monthly investment stays steady so you can budget confidently, and we only revisit pricing 1–2× per year (and only if there’s a significant, sustained change in workload).

No retroactive charges. No surprise invoices. 💛

Your monthly price is based on the actual workload in your books, specifically, your average monthly transaction volume (combined bank + credit card transactions).

That means adding clinicians or a new location doesn’t automatically raise your monthly fee. Your pricing only changes if your transaction volume grows enough to create a sustained increase in bookkeeping workload.

That said, some add-on services are tied directly to the number of active clinicians on your team, so those specific line items may increase as you grow.

To keep everything fair and predictable, we do a services review 1–2× per year to confirm your scope of work and only adjust if needed,  so you can budget confidently and never get caught off guard by pricing changes 💛

Your pricing is based on workload, not payer type,  so you’re not penalized just for being insurance-based.

What matters most is your transaction volume (how many bank + credit card transactions flow through each month). Insurance-based practices often have a higher number of deposits and payment activity, which can increase transaction volume and potentially impact your monthly investment.

It really comes down to what stage your books are in, and we want pricing to feel fair, clear, and predictable.

If your books need clean-up or catch-up, that work is typically a one-time fee because it’s project-based. Think of it like getting everything organized, corrected, and brought current so you can stop carrying financial stress month to month.

If your books are already in a good place (or once they are), ongoing support is usually a monthly fee. This matches the natural rhythm of bookkeeping, monthly reconciliations, reporting, payroll support, and keeping everything tidy and tax-ready. It also gives you flexibility: if your needs change, we can adjust services (or wrap things up) at a clear month-end point.

In short:

• One-time fee = getting you caught up and confident again

• Monthly fee = keeping things clean, consistent, and stress-free moving forward

Because guessing creates stress (and usually costs more in the long run). 😅

The diagnostic review gives you a clear picture of what’s really happening in your books before you commit to services, pricing, or timelines. It helps you avoid overpaying (or under-supporting) by making sure your bookkeeping needs are sized correctly from the start. 

And the thing is: you don’t know what you don’t know, especially when it comes to bookkeeping. Since this is what we do every single day, we can quickly spot the gaps, inconsistencies, and hidden issues that might be costing you time, money, or peace of mind (sometimes without you even realizing it).

Within 5 business days, you’ll receive a clear assessment of any clean-up needed, your workload band, and a fixed monthly proposal with start dates.

Yes, and it’s actually one of the best times to do it. 💛

If you’re starting from scratch, the Diagnostic Review helps you get set up the right way from day one, with a bookkeeping system that fits your practice, your tools, and your transaction activity (without overcomplicating things). It also ensures your pricing and level of support are sized correctly from the start, so you can grow with clean, tax-ready books and zero guesswork.

First things first: being behind is way more common than you think and you’re not alone. 😊 Our goal is to make this feel manageable and give you a clear path forward.

Every client starts with a $300 Diagnostic Review (there’s no separate onboarding fee). This gives you clarity on what’s going on in your books and helps us confirm whether you need any cleanup or historical catch-up before moving into monthly support.

If cleanup/catch-up is needed, your pricing is based on two things:

• How many months need to be cleaned up or caught up

• Your average monthly transaction volume (bank + credit card activity)

Cleanup projects are billed upfront, and payment plans are available if you’d like to spread the investment out.

And because we believe in no-surprise bookkeeping: if we uncover additional accounts or material scope that wasn’t visible at intake (it happens!), we’ll flag it early and provide a revised quote before moving forward so you’re always in the loop. 💛

Our base monthly bookkeeping package covers everything you need to keep your books clean, compliant, and stress-free so you’re not constantly wondering if things are “right” (or if tax time is going to be a disaster). 😅

Base package includes:

• A secure client portal for easy, organized communication

• A proven month-end bookkeeping workflow (so nothing slips through the cracks)

• Proactive monitoring for compliance issues and bookkeeping red flags

• Year-end wrap + a tax-ready package

• Direct coordination with your tax professional

• Unlimited email + phone support whenever questions come up

Add-ons are available if you want extra support in specific areas,  especially as your practice grows and your financial admin gets more complex.

Optional add-ons include:

• Full-Service Payroll

• EHR Reconciliation

• Clinician Payout Calculation & Delivery

• Bill Pay Assistance

• Cash Flow Forecasting

• 1099 Reporting & Filing

• Annual Planning & Reporting

• Document Management Assistance

• Custom workflows

Want the full details? See our services.

No problem, your practice will grow and change, and your bookkeeping support should be able to grow with it. 💛

If you’d like to add services (like payroll support, EHR reconciliation, clinician payouts, etc.), you can opt into add-ons with 30 days’ notice so we have time to get everything set up smoothly on the back end.

If your bookkeeping workload increases in a bigger way, for example, if your average monthly transactions shift by ~25% for 3 consecutive months, we’ll let you know before anything changes. That way, if an update to scope or pricing is needed, it’s always clear, communicated in advance, and tied to a sustained change (not a one-off busy month).

We keep things flexible as your practice grows: no long-term contracts or being locked into services that no longer fit.

We’ll review your services at least once per year (and sooner if your average monthly transaction volume shifts by ~25% for 3 consecutive months) to make sure your scope and monthly investment still match what your business actually needs.

There’s no minimum term, and if you ever need to adjust services or cancel, we simply ask for 30 days’ notice so we can wrap things up cleanly and make sure you have everything you need moving forward. 💛

Totally understandable, business (and life) can shift. 💛

Because bookkeeping is an ongoing, month-to-month workflow, we don’t offer a true “pause.” If you need to step away, we’ll fully wrap up services and close things out cleanly so nothing is left hanging. This helps protect accuracy and continuity, so you’re not paying for support that isn’t actively being maintained.

If/when you’re ready to come back, we’d love to support you again, but we can’t guarantee immediate availability, and depending on how much time has passed, we may recommend a mini Diagnostic Review or a small cleanup to make sure everything is accurate before we restart. (We’ll always quote this up front so you know exactly what to expect.)

Great question, we want software costs to be simple, transparent, and predictable (no surprise subscriptions over here 💛).

If we set up your accounting ledger (like QuickBooks Online or Xero), the subscription is typically included in your monthly investment. We manage the subscription for you and roll it into your monthly fee at the current accountant-provider rate (it’s a tiny discount, but we like to share it!). 

If you already have a ledger set up, the subscription is usually separate, and you’ll continue paying the vendor directly. In most cases, accountant-provider pricing can’t be applied to an existing subscription, so this keeps things clean and avoids any billing confusion.

For add-on tools/platforms (like payroll), those subscriptions are also separate. We’ll recommend what you need up front and clearly outline any expected costs before you commit.

Bottom line: you’ll always know what you’re paying for and why. 😊

We accept ACH payments only, drafted on the 1st of each month for that month’s services.

We stick with ACH because it’s the simplest and most cost-effective option, which helps keep your monthly investment lower (credit card processing fees add up fast, and we’d rather not pass that cost on to you).

Payment is collected up front so we can reserve time for you on our schedule and begin work immediately each month. Upfront billing keeps everything predictable and fair for everyone. (You can’t put toothpaste back in the tube! 😄)