Bookkeeping & Financial Clarity
Stay focused on your clients while we handle the numbers with care and accuracy.
Freedom from Financial Headaches
Therapists didn’t go into private practice to spend nights sorting receipts or stressing about taxes. Our bookkeeping service is designed so you can stop worrying about money management and start focusing entirely on your clients.
Why Bookkeeping Matters
Accurate bookkeeping isn’t just about filing taxes: it’s about clarity. Without a reliable financial system, it’s easy to overspend, miss deductions, or get blindsided by quarterly taxes. With our support, you’ll always know where you stand.
Transaction Management
Bank and credit card transactions categorized and reconciled monthly.
Clear Financial Reports
Monthly summaries with insights into income, expenses, and trends.
Expense Tracking
Never lose a deduction. We’ll keep every receipt organized.
Compliance & Accuracy
Always aligned with IRS rules; audit-ready if needed.
Tax Readiness
Quarterly check-ins and a year-end package prepared for your CPA.
Practice Growth Insights
See which services drive revenue and where costs can be reduced.
How It Works
- Connect your accounts securely through QuickBooks Online.
- We reconcile and review transactions monthly.
- You receive reports that are simple, visual, and actionable.
- Quarterly and year-end packages are prepared for tax season.
More Than Just Bookkeeping
Need help with payroll, invoicing, or integrating with your EMR? Our higher tiers expand bookkeeping into full financial operations support.