Experience a shift in your financial management where both money and people matter

Your relationship with your practice finances matters

The key to connecting with your numbers is by engaging with them. That means having financial reports that are reliable, timely, and easy to understand, with a clear plan.

And you don’t have to do it alone. I got you!

A Framework Designed Specifically for Therapists

Your Education

  • Once upon a time I became a student… and I never stopped. Later, I became a business owner and my desire —and need— to learn grew even more. And if you’re here, I’m guessing you feel the same way!

    That’s why I always begin new client relationships by focusing on education. This looks like one-on-one conversations to strengthen your business knowledge, sharing tips and resources, and connecting you with other professionals.

Continuity in communication

  • We’re not one of those big corporations where you’re just one more name on a list. We want to have a real conversation with the real human behind your name in QBO.

    Here, you’ll have access to chatting directly with me, Andrea (hiii!), for all your bookkeeping questions, and for all your meetings.

    And because I know most of your day is spent in 1:1 sessions, I offer unlimited email, text, and voice message support to everyone, making our communication convenient to your schedule and mental load.

Upkeep & Oversight

  • We handle the management and upkeep of your Quickbooks Online account every single month, ensuring your records are accurate, up-to-date, and ready for tax season.

    Our monthly support not only keeps your finances organized but also helps strengthen your money management skills and habits, so you can confidently focus on growing your practice without the administrative stress.

    We do our part and get you ready so you can jump right into connecting with your finances.

Inside view

Inside view