Accounting for therapists

you care for others
i’ll care for your numbers

Not your average accountant

You excel at helping your patients overcome worries, but may find it challenging to address your own financial worries. I’m here to tell you that you are not alone and together we can figure out solutions to your concerns.

Year End Accounting

Year End Accounting

Get your 2025 Books Tax-Ready Without the Stress

10 exclusive spots for therapists who want their bookkeeping completely handled. Imagine having the best tax season, yes it is possible!

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If any of these stories sound familiar, you’re in the right place.

  • “I’ll Figure It Out Later"

    Mia’s private practice grew quickly, which meant more clients, more referrals, more income. But behind the scenes, her finances were a mess.
    Personal and business expenses were mixed together, receipts were shoved in a drawer, and tax savings were more of a wish than a plan.

    January hit… and with it came tax season panic. Mia spent a weekend crying over her laptop, trying to reconcile an entire year’s worth of transactions. She didn’t know what she earned, what she owed, or where to start.

    Once we worked together, panic turned into preparedness. With my expertise and support we created a simple, monthly bookkeeping system for Mia to finally feel more confident as a business owner.

  • “I Just Wanted to Help People.”

    Sam opened her private practice to help people, not juggle spreadsheets. But a few months in, the excitement turned into late nights, piles of unorganized receipts, and a growing fear of missing something important.
    She wasn’t sure how to track her income, what to set aside for taxes, or even if she was profitable.

    I see many therapists in this same situation. Sam didn’t need a crash course in accounting. She needed clarity, simple systems, and someone who speaks therapist, not tax code.
    I was able to help clean up her books, to give Sam peace of mind and to get back to the work that matters most to her.

  • “I Thought I Could Do It All Myself."

    Jordan was doing everything in his practice from managing his website and scheduling to handling the bookkeeping. At first, it felt manageable. But over time, DIY bookkeeping turned into a time-sucking, stressful burden.

    He spent hours Googling how to categorize expenses, pulled late nights trying to make numbers match, and avoided running reports because he didn’t want to face what they might reveal.

    The cost wasn’t just financial. It was emotional. That constant, background stress started creating burnout and began to affect the energy he brought to his sessions.

    When we started working together, I was able to give Jordan back over 10 hours of his time every month. Now, instead of stressing over spreadsheets, he focuses on his wellness and the well-being of his clients.

    Asking for help isn’t shameful, it was the smartest decision he made for his business and his peace of mind.

hands off accounting

Peace of mind, month after month

I'll manage your accounting from start to finish. Organizing transactions, reconciling accounts, and preparing reports you can actually understand.  With my support, you can focus fully on your clients, knowing your numbers are in safe hands.

SCHEDULE A DISCOVERY CALL

QUICKBOOKS ONLINE SETUP

A strong foundation for your practice

I'll set up your Quickbooks Online account tailored to your therapy practice.  You'll also get guidance on connecting your bank feeds and reconciling your books, so you feel confident and in control.

SCHEDULE A DISCOVERY CALL

BOOKKEEPING TRACKER

CLARITY MADE SIMPLE

Need a simple start? I created this bookkeeping tracker to collect your income, expenses and pay.  This will give you an easy way to stay organized and make financial decisions.

DOWNLOAD TRACKER