BOOKKEEPING

Financial support for your business

Our Goal

Woman with a notepad about to write on paper | Bookkeeping Services for Therapists in New Jersey and Online

To help you transform your practice into a well-organized and financially successful business. Our tailored financial solutions are designed to align with the specific needs of your practice, maximizing your productivity by freeing up your time to focus on patient care and practice growth. With a deep understanding of the therapy industry, we ensure your financial records are accurate and compliant with industry standards. We prioritize the security and confidentiality of your financial data, protecting your information with robust systems.

Packages & Investment

Ask us about our add-on services

Diagnostic Review

Required for all new clients 

$95

Diagnostic review will be required for all new clients 

Diagnostic review would include: 

Written report

Findings

Recommendations

Cost will be applied to clean-up services or ongoing monthly support.

Support and DIY Assistance

$250

Initial meeting is 30 minutes

Setup in chosen accounting software

All new QB online subscriptions are eligible for a 30% pro advisor discount for 1 year

Review of company settings

Custom chart of accounts

Review of current financial systems + customized suggestions

Customized checklist of monthly bookkeeping tasks

60 minute training session for ongoing support

Catch-Up & Clean-Up

Starting at
$200/month

Our catch-up & clean-up service starts at $200 per month of catch-up/clean-up needed. For example, if you need the months of January and February caught up in your books, it will be $400

Initial meeting is 60 minutes

Setup in chosen accounting software

All new QB online subscriptions are eligible for a 30% ProAdvisor discount for 1 year

Custom chart of accounts 

Training session for ongoing support (add-on cost: $150)

Entering & categorizing transactions

Monthly reconciliations of accounts

Monthly Bookkeeping

$300 - Sole Prop/Single Member LLC

$350 - S-Corp

$400 - Partnership

Categorization of transactions

Bank, credit card and loan reconciliations

Monthly profit and loss report

Monthly balance sheet

Secure shared folder

Profit first friendly

Unlimited email support

Tracking and organization receipts (add on cost: starting at $150)

30 minute monthly meeting

Additional meetings @ $150/hour

All monthly packages require a catch up/clean up prior to starting 

FAQs

  • At this time, no. We have a bookkeeper on staff who is a Certified QuickBooks ProAdvisor (you don’t have to use QuickBooks), and who has taken additional bookkeeping coursework taught by a licensed CPA.

  • We cannot help you prepare or file your taxes, but we can make sure that your books are complete and accurate so that you feel confident handing over your yearly documents to you tax preparer.

  • The diagnostic review (if you are a therapist reading this, think of it as the intake) is an important step for our team to determine where you are at and how best to support you. Upon completion of the diagnostic review, you will be provided with recommendations on how to move forward. We believe so much in our diagnostic review process that the cost of the review will be applied to any future clean-up/catch-up or monthly ongoing support services!