Services

Full-Service Bookkeeping

Monthly bookkeeping for mental health practices. Transactions categorized, bank and credit card accounts reconciled, and clear reports every month.

Catch-Up Bookkeeping

For practices whose books have not been done at all. Months or years of transactions recorded, accounts reconciled, and everything brought current, without judgment about how it got this way.

Clean-Up Bookkeeping

Your books exist, but the numbers do not hold up. Miscategorized transactions, unreconciled accounts, duplicates, and balances nobody believes. I review what is there, correct what is wrong, reconcile every account, and hand your practice back books it can finally trust.

Full-Service Payroll

Payroll run dependably for practices whose payroll system is already up and running, so every pay period is processed on time and payday stops living in your head.

Bill Payment

Rent, software subscriptions, insurance, and vendor bills tracked, scheduled, paid on time, and recorded cleanly in your books.

Invoicing

Statements go out on time, payments get matched, and you can see who still owes you. The money you earned actually shows up.

1099 Preparation

Year-end 1099s prepared and filed on time for the contractors your practice pays, with simple per-form pricing.

QuickBooks Online Setup & Training

QuickBooks Online set up around how a mental health practice actually earns and spends, with hands-on training so you can use it with confidence. Configured by a QuickBooks ProAdvisor who knows what a practice's books should look like.