Bookkeeping Services

Your numbers, organized.
Your mind, clear.

Monthly bookkeeping for therapists, coaches, and wellness practitioners who want clean books and zero tax-season surprises.

Simple, transparent pricing

We intentionally keep a limited client roster. Every client gets consistent, focused attention, not a rotating team.

Basic

$400/mo

Premium

From $600/mo

Catch-Up

Custompricing

No complicated onboarding. No long contracts.

A relaxed 20-minute call where I learn about your practice, your current setup, and what's not working. No sales pitch, just a conversation.

I put together a clear proposal tailored to your practice size, your software, and what you actually need.

You share access to your accounting software. I handle the cleanup, categorization, and initial setup so you don't have to.

Every month I reconcile your accounts, categorize transactions, and send you a clear P&L and balance sheet.

At year-end, I make sure everything is clean and ready for your accountant. No scrambling, no missing records.

Best fit if you…

Not the best fit if you…

We'll review your current setup, evaluate what's unclear, and whether we're a fit. No pressure.