We provide specialized bookkeeping and CFO strategy for mental health practices, so you can focus on clinical care while we protect your profit.
What exactly is a "Monthly Grounding Session"?
In the Sustainable Growth and Visionary tiers, we meet for 20 minutes via a Video meeting to review your practice’s "vitals." Instead of just emailing you a PDF, we sit down to discuss your actual profit, set aside your tax reserves, and determine your "Safe-to-Draw" owner’s pay. It’s designed to transform financial anxiety into a focused, 20-minute shot of clarity.
Do I really need to be an S-Corporation?
Many therapists start as an LLC, but once your practice reaches a certain profit threshold, the self-employment tax can become a massive "success tax." We specialize in S-Corp optimization, ensuring your reasonable salary is dialed in so you keep more of what you earn while staying 100% IRS-compliant
Do you work within my EHR (SimplePractice, TherapyNotes, ect.)?
We are platform-agnostic but niche-specialized. Whether you are using TherapyNotes, Axxess, Practice Fusion, or SimplePractice, we understand how to pull the necessary data to ensure your bookkeeping is accurate without you having to play "translator" between your clinical and financial worlds.
Why is your pricing monthly instead of hourly?
Therapy is about consistency and boundaries, and so is healthy accounting. By using a flat monthly fee, we become a year-round partner in your practice’s health, not just a once-a-year tax preparer. This allows us to provide proactive strategy and unlimited email support without you ever having to worry about an unexpected "ticking clock" bill.
What is the difference between Tax Prep and Tax Projections?
Tax Prep (Foundations) is filing your annual return based on last year's data. Tax Projections (Growth & Visionary) happen year-round. We look at your current profit in real-time to predict your future bill, allowing us to implement strategies to lower that bill before the year ends.