I Get It.
Most therapists didn’t go into private practice to deal with QuickBooks, payroll, or tax deadlines. And yet… here you are:
- Spending evenings staring at spreadsheets
- Stressing about April 15th
- Unsure if you're even making money
I hear the same worries all the time:
- “I don’t even know if I’m making money.”
- “I’m months behind on my books and feel embarrassed.”
- “My accountant never explains things in plain English.”
- “Between IvyPay, Stripe, and insurance reimbursements, I can’t keep track.”
That’s where I step in. My job is to take bookkeeping and taxes off your shoulders, so you can focus on your clients — not your receipts.
Packages for Therapists
🌱 Starter (Solo Practice)
Perfect for solo therapists who want clean books and simple tax prep.
- Monthly bookkeeping
- Year-end tax return (Schedule C or S-Corp)
- Therapist Chart of Accounts setup
- Quarterly Money Map Report
🌿 Growing (Group Practice)
For therapists with associates or a growing practice.
- Everything in Starter +
- Payroll setup & processing
- Associate/1099 tracking
- Quarterly tax planning session
- Profit Check-In Call/Report
🌳 Full Support (Done-for-You)
For established practices ready for full peace of mind year-round.
- Everything in Growing +
- Clean-up/catch-up bookkeeping (no shame, just solutions)
- Practice performance dashboard
- Priority tax strategy support
HIPAA-Certified for Your Peace of Mind
When you’re in private practice, protecting client confidentiality isn’t optional — it’s essential. I take this responsibility as seriously as you do. That’s why I’ve completed formal HIPAA Training for Business Associates and Organizations.
✅ I understand how HIPAA applies to bookkeeping and tax services.
✅ I follow secure processes to protect your client and business data.
✅ I use encrypted, password-protected, and two-factor authentication tools.
So when you share sensitive information with me, you can rest easy knowing it’s handled with the highest standards of compliance and confidentiality.
Your clients trust you with their personal lives. You can trust me with your financial records.
Ready to Stop Stressing?
Just like your clients trust you with their mental health, you can trust me with your financial health.
Let’s get your books clean and your taxes handled — the Easy Peasy way.
Get Bookkeeping & Tax Tips
Get monthly tips to help you organize your books, have a stress-free tax season, and have peace of mind! Sign up now for a free e-book.