What do you deliberately not do?
There are four, and I name them early so nobody is surprised three months into working together. I spent more than 15 years as a licensed nurse, where scope of practice was something you knew cold and respected. I carry that same habit into this work.
I do not prepare tax returns. What I do is keep your books accurate and current all year so that when your tax preparer asks for the numbers, everything is ready and everything holds up. Questions about how much you owe, which entity makes sense, or how to plan for next year belong with your CPA or enrolled agent. I am glad to work alongside that person and hand over clean reports whenever they need them.
I do not handle insurance billing, claims, credentialing, or coding. That work stays inside your practice’s billing process, with your biller or your billing service, in the systems built for it. My part comes after. I reconcile what actually lands in your bank account against your books so you can see the money that arrived and what it cost you to earn it.
I do not set up payroll systems. If your payroll is already running in Gusto, QuickBooks Payroll, or something similar, I will process it every pay period so payday stops living in your head. Standing up a brand new payroll system is a different job with its own registrations and moving parts, and you deserve someone who does that work every day.
I do not give clinical or legal advice. I will never weigh in on caseload decisions, and I will not tell you whether an associate should be a W-2 employee or a 1099 contractor. That call belongs to your attorney or tax professional. Once you have the answer, my books record it correctly and your 1099s or payroll follow from there.
Everything inside those lines gets all of me. Private practice bookkeeping is the whole of what I do, and keeping it that narrow is on purpose. Full-service bookkeeping starting at $165 a month, catch-up and clean-up work when the books have fallen behind, bill payment, invoicing, payroll processing, 1099 preparation, and QuickBooks Online setup and training. You work with me directly, not with a rotating team.
If that sounds like the kind of help you have been looking for, book a consultation with me and tell me where your practice stands right now. If something you need falls outside my lines, I will say so plainly and point you toward the right person.
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've been running my practice through my personal checking account. How do I untangle it?
This is the most common thing practice owners tell me, and it is completely fixable. The fix has two parts, opening dedicated business accounts for everything going forward, and sorting the historical mix so the practice's real activity gets recorded properly.
Read answerWhy don't my SimplePractice deposits match my session income?
Your platform pays out after processing fees come off the top, and it batches those payouts on the processor's schedule rather than one per session. That means the bank will never match your session ledger on its own. Good books record the gross revenue and the fees separately so both numbers are real.
Read answerHow 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 answerI'm a good therapist and my books are a disaster. How normal is that?
It is extremely normal. Clinicians spend years training for the work in the room and almost no time learning bookkeeping, so the money side is usually the part that slips. Catch-up work has a clear beginning and a clear end, and it says nothing about your skill as a clinician.
Read answerWhat does monthly bookkeeping actually do for a private practice?
Monthly bookkeeping keeps your books current, keeps your financials tax-ready, and gives you a clear view of how the practice is doing. Each month transactions get categorized, accounts get reconciled to the bank, and you get a short set of reports you can read between sessions.
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