You help clients with their mental health. I help you with financial health.

With my Clean Books Promise™, your private practice books will be organized, accurate, and tax-ready — without the overwhelm.

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.

The Clean Books Promise™

Within 30 days, your books will be clean, up-to-date, and ready for stress-free tax planning — or I’ll keep working with you at no extra charge until they are.

No shame. No judgment. Just clarity and confidence in your numbers.

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

Get Started

🌿 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

GET STARTED

🌳 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

Get Started

Bonuses You’ll Love

Every package comes with:

Practice Kickstart Kit
A secure client portal plus a therapist-friendly onboarding checklist, so you know exactly what to expect and never feel lost in the process.
Tax Savings Finder Session
I review your current setup and uncover at least 3 opportunities to lower your tax bill in your first year — so you keep more of what you earn.
Payment Flow Review & Compliance Check
I’ll examine your current payment processors and provide options to simplify, reduce fees, and keep your systems HIPAA-compliant.

Frequently Asked Questions

Do I need to have QuickBooks already?

Nope — I’ll set it up for you.

I’m behind on my books. Is that a problem?

Not at all! Clean-ups are my specialty — no shame, just solutions.

Do you work with group practices?

Yes. I handle payroll and 1099s for associates and employees.

What payment processors do you work with?

I can work with any payment platform you choose. However, I also review and compare your current setup, then give you suggestions to help keep your costs as low as possible while staying compliant.

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.

Bookkeeping & Taxes for Therapists — Stress-Free, Shame-Free, Done Right