Services
Therapy practices don’t fail because business owners lack skill. They struggle when their financial systems don’t match the reality of their work.
Whether you’re practicing solo or leading a growing team, these tiers are designed to move you from uncertainty to clarity - with the right level of oversight, education, and strategic support at each stage.
Tier 1: Foundations for Solo Therapists
Intake & onboarding: one-time and custom-priced specifically for your practice.
Ongoing support: $400 per month
For therapists who want peace of mind that their books are accurate, aligned and tax-ready at year-end. This is a good fit for therapists who do their own bookkeeping but are ready to start analyzing their financial picture to help drive decision-making.
Includes:
Structured bookkeeping review
Reconciliation verification
Identification of classification risks
Written summary of findings
Educational notes explaining what matters and why so you learn incrementally about your own financial foundation.
No standing meetings. Emails and phone calls are returned within 48 hours.
Outcome:
You gain peace of mind that your books reflect reality, and why. You also will invest in yourself as a business owner as you learn more about the numbers and how they tie into your practice.
Tier 2: Financial Oversight for Growing Practices
Intake & onboarding: one-time and custom-priced specifically for your practice.
Ongoing support: $600 - $1,000 per month
For growing practices seeking both validation and working knowledge. This is for practices that are in need of bookkeeping review, payroll support, and deeper insights from the numbers. This includes a monthly 60 minute strategy call.
Includes:
• Ongoing bookkeeping review
• Reconciliation oversight
• Payroll structure & advisory (I partner with ADP)
• Scheduled, monthly advisory meetings
• Guided explanation of reports and financial structure
• Practical financial education tailored to your practice
Outcome:
Your systems work together. Payroll, bookkeeping, and reporting are aligned — so QuickBooks and ADP support your growth instead of creating friction. You move from reactive corrections to structured oversight.
Tier 3: Strategic Advisory for Scaling Practices
Intake & onboarding: one-time and custom-priced specifically for your practice.
Ongoing support $1,200 - $1,800 per month
For practices hiring, restructuring compensation, or planning expansion. This includes a twice-a-month 60-minute strategy call.
Core Services
• Financial Strategy Sessions
• Dashboard Analytics
• Hiring & Compensation Modeling
• Cash Flow Forecasting
• Scenario Planning
Outcome:
You use financial data to make deliberate growth decisions. Hiring, compensation, and expansion are modeled before they happen - so your practice grows with intention, not guesswork.