We handle the books, from setup to catch-up, so you can get back to client care with confidence.
Bookkeeping with us feels calm and collaborative:
We set up (or clean up) your system, keep your books accurate each month, and turn the confusing accounting terminology into plain English and give you insights you can actually use.
The result? Clear cash-flow, tax-ready books, and confident decisions about payroll, pricing, and hiring—without the mental load.
We meet therapy practices where they are, with warm, expert support that replaces financial fog with “I’ve got this.”
We take an empathetic, line-by-line look at your current bookkeeping, surface what’s working (and what’s not), and give you a straightforward plan to move from financial fog to confident next steps—without the overwhelm.
Perfect for
Therapy practice owners who suspect something’s off in the numbers and want expert eyes before scaling, hiring, or changing systems.
Outcome
Clarity you can act on: tax-ready books, cleaner processes, and a step-by-step plan that replaces second-guessing with steady progress.
Start Here: Diagnostic Review
$300 One-Time Project
What’s included:
Comprehensive checklist review: Chart of accounts, categorizations, bank/credit card feeds, payroll, and reconciliations.
Findings & recommendations report: Plain-English notes on gaps, risks, and quick wins—focused on cash flow, taxes, and owner pay clarity.
Custom implementation plan: Prioritized steps, timeline, and who-does-what so change feels doable, not daunting.
Transparent quote: A tailored proposal for us to implement the fixes and/or provide ongoing support.
Bookkeeping Rescue
Deep breath…you’re not the only one. Whether you’re months behind or inherited a finger-painted ledger, we’ll untangle the mess with zero judgment and a clear plan. Our job is to replace overwhelm with momentum and get you back to calm, tax-ready books - fast. One-time project, investment varies based on the number of months you’re behind and your transaction volume.
How it feels
Warm, collaborative, and shame-free. We meet you where you are, make it easy to hand things off, and keep you in the loop without jargon.
Perfect for
Therapy practice owners who are overwhelmed, second-guessing decisions, or nervous about taxes and payroll, and want to move from chaos to clarity.
Outcome
Clean books, clear reports, and renewed confidence, so you can focus on client care and next steps with data you trust.
What we handle:
Catch-up & clean-up across all months you’re behind
Reconciliations and fixed categorizations
Rebuild/ streamline your chart of accounts
Reconnect and re-sync apps (bank feeds, payroll, practice tools)
Track missing transactions
Correct payroll mappings and contractor 1099 data
Prepare tidy, tax-ready financials, and a simple summary of what changed
Signature Bookkeeping (Monthly)
Steady, month-to-month support, so your practice stays organized, compliant, and decision-ready without extra mental load.
Deliverables you can expect:
Clear Profit & Loss and Balance Sheet
Cash-flow Snapshot
Plain-English Notes
So you can make confident decisions about owner pay, payroll, and growth.
Customize your support:
Add-ons available to as you need them! (See next section.)
What’s included:
Client portal access
A secure hub to upload docs, approve categorizations, check status, and ask questions—no email tag needed.Proven month-end close workflow
Bank/credit card reconciliations, variance checks, and a second set of eyes before we close.Proactive compliance monitoring
We keep tabs on thresholds and deadlines relevant for small practices and flag action items.Year-end wrap + tax package
Clean financials, tidy year-end schedules, and a neatly organized package your tax pro can plug right into.Direct coordination with your tax pro
We share files, answer questions, and post agreed-upon adjustments so you’re not the go-between.Unlimited email & phone support
Ask anything—“where does this go?” to “can you sanity-check this?”
Add-Ons (as you need them)
We can add any of the following alongside our monthly bookkeeping services.
Full-Service Payroll — Accurate, on-time payroll with filings handled and mappings clean in your books.
EHR Reconciliation — Match EHR reports to deposits and books, ensuring every session is counted and categorized.
Clinician Payout Calculation & Delivery: Reliable split calculations and payout summaries your team can trust.
Bill Pay Assistance — Set up, schedule, and send payments with proper approvals—no last-minute scrambles.
Cash Flow Forecasting — A simple, rolling view of what’s coming in and going out—so you can plan with confidence.
1099 Reporting & Filing — Collect W-9s, track totals, and e-file 1099s without the January headache.
Annual Planning & Reporting — Year-ahead budget, KPI targets, and a clean year-end review to set your course.
Document Management Assistance — Organized, searchable records and receipt capture for audits and tax time.
Custom Workflow — Tailored steps and automations that match how your practice actually runs.
How We Work
In order for us to jump into the work, our Golden Ratio Financial Pathway starts with a quick fit check and discovery, then we assess what’s really going on, build a right-sized plan, stabilize fast, and maintain a steady monthly rhythm. You’ll get accurate reports, useful insights, and a smooth year-end reset.
FAQs
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Yes. We coordinate directly so you’re not stuck in the middle.
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It depends on how many months we’re catching up. After the Diagnostic Review, you’ll receive a clear timeline.
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Read‑only bank access, payroll reports, EHR deposits summary (if applicable), and answers to a few setup questions. We keep requests light and organized via the portal.
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We work with the leading small‑business accounting platforms and secure document portals. We’ll confirm the best fit for your practice during the Diagnostic Review.
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Implementation and monthly fees are fixed based on scope and complexity, so you always know what to expect. The Diagnostic Review is $300.
