SUPPORT CALLS
Practical and simple support to get you unstuck, fast.
Real-time support made for you
Tired of searching through endless tutorials and webinars that never quite address your needs? My support calls are different.
No long-term commitments, no overpaying, no pre-recorded content. Just real-time, personalized help when you need it.
Designed specifically for therapists, these calls offer a safe, judgment-free space to troubleshoot challenges, simplify your financial systems, and get clear, actionable guidance.
Together, we’ll tackle what’s holding you back and get you back on track with ease, right before your next session.
For solo practices DIYing their Quickbooks Online
Foundations Coaching - VIP Call
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Feeling like your financial systems aren’t working for you? That’s because if you didn’t build them intentionally, you’re probably operating with a patchwork system, and that’s why things feel overwhelming and like you’re always playing catch-up.
In this 2-hour VIP coaching call, we’ll simplify and organize your financial systems, creating a strong foundation for managing your practice’s money effectively.
Designed for therapists new to business ownership, this session focuses on giving you a personalized plan to take control of your finances.
This call is all about providing the guidance and structure you need to move forward with confidence.
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One time fee of $390
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Building and optimizing the components of your financial systems in a framework that supports your now and are flexible enough to grow as your revenue grows.
Explanation of the type of expenses are most commonly deducted for therapy practices, what deadlines to keep an eye on, and what to expect from working with your tax accountant
Diagnostic Review Call
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Feeling unsure if your bookkeeping is on the right track? That’s where this Diagnostic Review Call comes in.
In this 1-hour call, I’ll help you identify 5 areas in your QuickBooks Online that need attention, focusing on key numbers, potential issues, and how to begin addressing them.
This call is designed for therapy practice owners who are confident in their DIY bookkeeping skills but want an expert eye to point out what’s not working and areas that could use improvements that will benefit you year round, and enable you to be ready for tax season.
Think of this as a check-up for your bookkeeping in Quickbooks Online, so you can move forward with clarity and ease.
Let your DIY effort count!
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One time fee of $150
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Diagnostic Assessment: I’ll identify up to 5 areas of concern, including issues with your numbers or processes, so you know exactly what’s off track.
Numbers Check: We’ll review your financial reports to determine if anything isn’t adding up, pinpointing which numbers are problematic and why.
Guided Recommendations: I’ll suggest where to start making adjustments and improvements for better financial systems.
Expert Feedback in Real-Time: Ask questions as we go, ensuring you leave the session with a clear understanding of what needs attention.
Quickbooks Troubleshooting Call
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A 30-min session to troubleshoot specific QuickBooks Online roadblocks or to build better financial reports.
Share your screen with me, and I will guide you step-by-step to resolve the issues.
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One time fee of $75
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Examples of issues we can fix together in these calls:
Create and save custom financial reports
Linking bank accounts
Linking credit cards
Reconciliation issues
Storing receipts
Recategorizing expenses to the right category
Editing categories (Chart of Accounts)
**Not for payroll related questions
