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
Let's Start With
a Short Conversation
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
How do you keep my financial information secure?
I only need financial records, never clinical ones. Documents move through secure file sharing rather than email, I work in QuickBooks Online under my own user login, and I use read-only bank connections instead of shared passwords wherever the bank supports it.
Read answerShould my associates be W-2 employees or 1099 contractors?
Classification is not really a preference you get to pick. It turns on how much control the practice has over the associate's work, and associates who see the practice's clients on the practice's schedule often land on the employee side of those tests. The call belongs with employment counsel and your tax professional, and I make sure the books and payroll records match whichever answer is true.
Read answerWhat should an addiction counseling practice's books account for?
Separate income by the kind of work behind it, since individual sessions, groups, assessments, and education programs earn very differently for the time and space they use. Your books also need a consistent way to record sliding scale fees, payment plans, and partial payments, plus clear tracking of group revenue and unpaid balances.
Read answerHow should associate compensation splits be recorded in a group practice's books?
Record the full amount collected as practice revenue and the clinician's share as a compensation expense, never netted together. Track collections by clinician so the split is calculated from a number both sides can see, and apply the written agreement exactly as it reads.
Read answerWhat does working together month to month actually look like?
After a short setup, most months are quiet on your end. I categorize your transactions, reconcile your accounts, send you a small list of questions, and deliver reports with notes written in plain language.
Read answerWhy would a psychiatric nurse practitioner choose a bookkeeper who used to be a nurse?
The bookkeeping itself should be excellent no matter who you hire. What my 15 years as a licensed nurse in mental health changes is how much you have to explain before the work can start. I already know the tempo of a prescribing practice and the language you use.
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