Do you work with practices outside California?
Yes. I work with mental health professionals in all fifty states. Lancaster, California is where I sit and where the business is registered. It is not where my clients have to be.
The way this works is probably already familiar to you. Your books live in QuickBooks Online, your bank and credit card accounts feed in automatically, and anything I need from you gets shared through a secure portal instead of an email attachment. We talk on scheduled calls that fit around your clinical hours, monthly or as often as you want them. I have never needed to sit in someone’s office to reconcile an account, and you have probably noticed the same thing about your own work if you see clients online.
The question underneath this one is usually whether a bookkeeper in another state can actually keep your books correctly. The mechanics of bookkeeping do not change from state to state. Categorizing your revenue, reconciling your accounts, tracking your practice expenses, and producing monthly reports you can read in ten minutes look the same in Ohio as they do in California. The state specific pieces show up in tax filings and payroll rules, and those are handled by the right people. I keep your books tax-ready and hand clean records to your tax preparer, who knows your state. When I run payroll, I run it inside the system your practice already has set up, and that system carries the state level withholding and filings.
What matters more than my zip code is whether I understand how your practice actually runs. I spent more than fifteen years as a licensed nurse in mental health before I ever opened QuickBooks, so session revenue, EHR deposits landing in batches, private pay and insurance payments arriving on different rhythms, and sliding scale adjustments are not things you have to explain to me. That knowledge travels across state lines just fine. It is also why an online therapy practice tends to be an easy fit, since we are already working the same way.
Pricing does not change based on where you are either. Private practice bookkeeping starts at $165 per month and moves with the size and complexity of your practice, not your address. Rates and scope are worth confirming on a call so you know exactly what you are getting.
If you are somewhere other than California and want your books current and clear, book a consultation with me and tell me where your practice stands. We will figure out the right starting point together.
Helping the People Who Help Others
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Tell me where your books stand right now, even if the honest answer is that nobody has looked at them in a year. I'll ask a few questions and give you a clear idea of how I can help.
More Questions
My practice is brand new. When should bookkeeping start?
At the beginning, ideally before your first client payment arrives. A practice that opens with a separate business account, a proper QuickBooks setup, and a monthly rhythm never needs a cleanup later, and starting right costs far less than untangling a year of mixed records.
Read answerI'm embarrassed to show anyone my books. What will you think of me?
I think it took something to ask. Close to half the people who contact me open with an apology, so you are in good company. The state of your books tells me what work needs doing, and nothing at all about who you are.
Read answerWhat's different about bookkeeping for a psychologist who does testing?
Testing behaves like a second business inside the same practice. The engagements run long, the money often arrives on a different schedule than the work, and materials cost real money, so testing revenue and testing costs belong in their own categories.
Read answerWhat does it actually cost to run a therapy practice?
Established solo practices commonly run somewhere between $1,500 and $5,000 a month in overhead, and lean virtual practices often come in well under that. Those figures move around and are worth verifying. The number that matters most is your own, and your books can tell you exactly what it is.
Read answerWhat is a healthy overhead percentage for a practice?
Common guidance puts overhead under roughly 32 percent of revenue for a lean solo practice, with group practices running higher. Treat that as a starting reference to verify, since the number that actually helps you is your own, tracked month after month.
Read answerHow much does bookkeeping cost for a private practice?
Full-service monthly bookkeeping for a private practice starts at $165 a month. Add-ons like payroll processing, bill payment, invoicing, and 1099s each have their own starting price, and catch-up or clean-up work gets quoted once I see what you have.
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