With a degree in Psychology our specialty is working with therapists and private practitioners, because, well, we get you… we get your industry… and we can speak the language.
Tax Services
We know how overwhelming it can be to find a tax professional you like and trust. But what's more difficult is finding a tax professional who actually understands your industry and unique business. We have an amazing tax professional on the team who gets your industry and can assist with all your business and personal tax preparation and tax planning needs.
Quarterly Tax Estimates
As if filing taxes annually isn’t stressful enough, you’re also required to file quarterly taxes as well (if you meet the requirements, that is) We can calculate the estimates for you and answer all of your questions.
Monthly Income and Expense Tracking
Monthly income & expense tracking in your bookkeeping software to ensure it’s done correctly, timely, and so you don’t have too!
Financial Guidance & Analysis
Let's dissect your streams of income (is that insurance company actually profitable for you?) Or we can analyze your expenses (where can you spend less) Do you want to pay down debt, pay yourself more, and grow a profitable business?!
Monthly and Annual PDF Financial Reports
You’ll receive monthly and annual, PDF financial reports, via e-mail so that you know, every single month, how much you made, how much you spent, and how much is left over – 100% in control of your finances.
Quickbooks Online Subscription
QuickBooks Online Software Subscription (if you don’t already have bookkeeping software in place, your software subscription is included in your package)
Paperless Receipt Management Included
You snap a pic of your receipt from your mobile device, and we take care of the rest; we attach your hard copy receipts and online receipts to the corresponding transaction in QuickBooks.
A Financial Sounding Board
A financial sounding board added to your team: You will receive the support and guidance needed when it comes to your bookkeeping and finances.
HIPAA Compliant
We know how important the safety of your clients information is. We go the extra mile to ensure your bookkeeping records are HIPAA compliant, too.
Chart Of Accounts
We’ll create a Chart of Accounts tailored to therapists and your private practice to ensure your income and expenses are being recorded in the correct category and you receive the most of your deductions.
Spend your time where it's needed, with your clients.
CUSTOM JAVASCRIPT / HTML
We don't want to brag, so we'll let our clients do it.
What Our Clients Are Saying
Jessica Wacker,
THE LOOP SPEECH, LANGUAGE, AND LEARNING
"My business grew to the point where I could no longer manage my bookkeeping. I was nervous to turn it over and hesitant to spend the money but Alicia has been amazing and her services are worth every penny! She was able to clean up my bookkeeping and works with my accountant seamlessly. I haven't worried about anything with my finances since I started working with her and that peace of mind is priceless. Not to mention, all the time I saved not trying to tackle this myself. I wish I hired her sooner."
Shanna Klump,
KIDS CONNECTIONS THERAPY
"I highly recommend Alicia... she and her team have helped me to organize my business financially so that we can continue to grow in a way that is sustainable for years to come."
Alissa Mathew,
NOURISH BODY & MIND COUNSELING
"Alicia has been a lifesaver for my private practice! I can fully focus on client work knowing my finances are being expertly handled. I can honestly say my experience running a business has dramatically improved with her support. As a newbie to private practice I wanted someone who I could talk to honestly about any mistakes or oversights when it comes to finances. Alicia is so understanding and non judgemental, even when I've shared issues like forgetting a round of state taxes and having to pay them with a late fee. Instead, she focuses on providing all the education I've asked for to get my business to a profitable place. Her services are absolutely worth her fee!"
A non-boring bookkeeping newsletter?! What?!
CUSTOM JAVASCRIPT / HTML
Are we a match? Let's find out!
Who's A Good Fit For Working With Us?
Therapists: We work exclusively with therapists in private practice (Psychotherapist, Psychiatrist, Psychologists, Counselors, Marriage and Family, Behavioral, Mental, Pediatric, SLP, etc).
Annual gross revenue of at least $75K/year to ensure our clients can afford our high level of services
You're ready to fully outsource your bookkeeping to us & value our services as much as we value yours
You have good communication skills: We implement a super streamlined process so we don't take up a lot of your time, but we'll still need info and input from you occasionally
You're already using QuickBooks Online or want to start
Little to no budget: We go above and beyond to serve each and every one of our clients, and we aren’t one of the ‘big guys’ who will let things slip through the cracks. If you expect to pay minimal fees for such high level, niche specific services, we aren’t for you. There are plenty of other large companies who are happy to charge cheap and sacrifice quality for quantity.
You want to be ‘hands on’ in the books: Bookkeeping is what we do… and therapy is what you do. We would never expect to walk into one of your sessions and take over where you left off or know what to do.. So the same relates to our services. We work really hard to make sure your books are perfect and beautiful, so we can relay your financial story in an easy to understand format, but multiple hands in the books leads to mistakes.
With a degree in Psychology our specialty is working with therapists and private practitioners, because, well, we get you… we get your industry… and we can speak the language.
Tax Services
We know how overwhelming it can be to find a tax professional you like and trust. But what's more difficult is finding a tax professional who actually understands your industry and unique business. We have an amazing tax professional on the team who gets your industry and can assist with all your business and personal tax preparation and tax planning needs.
Quarterly Tax Estimates
As if filing taxes annually isn’t stressful enough, you’re also required to file quarterly taxes as well (if you meet the requirements, that is) We can calculate the estimates for you and answer all of your questions.
Monthly Income and Expense Tracking
Monthly income & expense tracking in your bookkeeping software to ensure it’s done correctly, timely, and so you don’t have too!
Financial Guidance & Analysis
Let's dissect your streams of income (is that insurance company actually profitable for you?) Or we can analyze your expenses (where can you spend less) Do you want to pay down debt, pay yourself more, and grow a profitable business?!
Monthly and Annual PDF Financial Reports
You’ll receive monthly and annual, PDF financial reports, via e-mail so that you know, every single month, how much you made, how much you spent, and how much is left over – 100% in control of your finances.
QuickBooks Online Software Subscription (if you don’t already have bookkeeping software in place, your software subscription is included in your package)
Paperless Receipt Management Included
You snap a pic of your receipt from your mobile device, and we take care of the rest; we attach your hard copy receipts and online receipts to the corresponding transaction in QuickBooks.
A Financial Sounding Board
A financial sounding board added to your team: You will receive the support and guidance needed when it comes to your bookkeeping and finances.
HIPAA Compliant
We know how important the safety of your clients information is. We go the extra mile to ensure your bookkeeping records are HIPAA compliant, too.
Chart Of Accounts
We’ll create a Chart of Accounts tailored to therapists and your private practice to ensure your income and expenses are being recorded in the correct category and you receive the most of your deductions.
Spend your time where it's needed, with your clients.
Save $300 off first month fees + FREE discovery meeting
CUSTOM JAVASCRIPT / HTML
We don't want to brag, so we'll let our clients do it.
What Our Clients Are Saying
Jessica Wacker,
THE LOOP SPEECH, LANGUAGE, AND LEARNING
"My business grew to the point where I could no longer manage my bookkeeping. I was nervous to turn it over and hesitant to spend the money but Alicia has been amazing and her services are worth every penny! She was able to clean up my bookkeeping and works with my accountant seamlessly. I haven't worried about anything with my finances since I started working with her and that peace of mind is priceless. Not to mention, all the time I saved not trying to tackle this myself. I wish I hired her sooner."
Shanna Klump,
KIDS CONNECTIONS THERAPY
"I highly recommend Alicia... she and her team have helped me to organize my business financially so that we can continue to grow in a way that is sustainable for years to come."
Alissa Mathew,
NOURISH BODY & MIND COUNSELING
"Alicia has been a lifesaver for my private practice! I can fully focus on client work knowing my finances are being expertly handled. I can honestly say my experience running a business has dramatically improved with her support. As a newbie to private practice I wanted someone who I could talk to honestly about any mistakes or oversights when it comes to finances. Alicia is so understanding and non judgemental, even when I've shared issues like forgetting a round of state taxes and having to pay them with a late fee. Instead, she focuses on providing all the education I've asked for to get my business to a profitable place. Her services are absolutely worth her fee!"
Are we a match? Let's find out!
Who's A Good Fit For Working With Us?
Therapists: We work exclusively with therapists in private practice (Psychotherapist, Psychiatrist, Psychologists, Counselors, Marriage and Family, Behavioral, Mental, Pediatric, SLP, etc).
Annual gross revenue of at least $75K/year to ensure our clients can afford our high level of services
You're ready to fully outsource your bookkeeping to us & value our services as much as we value yours
You have good communication skills: We implement a super streamlined process so we don't take up a lot of your time, but we'll still need info and input from you occasionally
You're already using QuickBooks Online or want to start
Little to no budget: We go above and beyond to serve each and every one of our clients, and we aren’t one of the ‘big guys’ who will let things slip through the cracks. If you expect to pay minimal fees for such high level, niche specific services, we aren’t for you. There are plenty of other large companies who are happy to charge cheap and sacrifice quality for quantity.
You want to be ‘hands on’ in the books: Bookkeeping is what we do… and therapy is what you do. We would never expect to walk into one of your sessions and take over where you left off or know what to do.. So the same relates to our services. We work really hard to make sure your books are perfect and beautiful, so we can relay your financial story in an easy to understand format, but multiple hands in the books leads to mistakes.
WE KNOW THAT WAS A LOT TO READ BUT YOU MADE IT!
If you think we will be a great fit for each other and you could use the help then click the button below and get started!
