popular questions!
What are your fees for services?
Great question! We provide custom solutions for our clients. It’s not the same flat rate for everyone. If we determine you’re a good fit for our firm, we’ll have a Solutions meeting with you where we’ll go through our custom pricing process with you. You’ll be able to pick and choose exactly the services you want with the budget you’ve set.
The cost of our services is a tax deductible investment in your practice’s financial health. A well-maintained financial system can help you identify opportunities for growth, minimize tax liabilities, and ensure compliance with tax laws.
Please apply to work with us here to get started!!
I can't afford monthly bookkeeping and/or I would rather do it myself. How can you help me?
I have so many therapists come to me who would much rather use a bookkeeping spreadsheet than try and learn yet ANOTHER new software like QuickBooks. Or they would LOVE to outsource their bookkeeping, but it’s just not in the cards financially.
If this is you, I see you, I hear you, and I’ve made plenty of resources just. for. you!!
Click this link HERE to access:
- Tons of freebies like e-books, calendars, and how-to’s
- Bookkeeping Spreadsheet for Therapists
- Budget Spreadsheet for Therapists
- Tax Deductions for Therapists
- List of common expenses therapists have and how to record them properly for bookkeeping and tax purposes
- And so much more!!
How do I get started? What’s your process?
Please apply to work with us here to get started!!
Step 1: Apply! We need to be sure you are the right client for us so you’ll be asked to complete a short application.
Step 2: Can we help you? We’ll review your application, and if accepted, send you a link to schedule a Discovery Meeting with us.
Step 3 (IF APPLICABLE) Diagnostic Review! If you’re in need of our bookkeeping services, after the Discovery Meeting, our firm will complete a Diagnostic Review of your existing systems and bookkeeping to better understand your needs and determine custom solutions for you.
Step 4: Solutions meeting! We’ll meet to present a range of solutions to your biggest problems. We’ll review pricing and you’ll be able to pick and choose exactly the services you want with the budget that you’ve set!
Step 5: Onboarding! Once the price and services are agreed, we begin our custom onboarding process of bringing you into our systems and community of like minded professionals!
Do you offer Quickbooks Online Setups, without monthly bookkeeping?
At this time, we do not. But stay tuned by subscribing to our email newsletter as we have great resources coming your way!
Are your services tax deductible?
Yes, our services are tax deductible. Also, when you work with us, you don’t incur all the extra expenses you would if you were to hire an in house, W-2 employee. (Payroll taxes, employee benefits, paid sick leave, paid time off, setting up an office space, etc). Lots of HUGE savings!!
Can you file my business and personal taxes?
Yes! Click HERE to learn more.
Do you offer medical billing services?
No. Medical Billing is a service totally different from that of the accounting and financial services we provide. Please reach out to a medical billing professional.
I thought my tax professional had to live in the same state as me? Are you able to practice tax in my state that is different from your physical location?
Yes! Our head tax professional and preparer, Chad, who is the owner’s Spouse, is a licensed EA, also known as an Enrolled Agent. An EA is the highest credential awarded by the IRS. Enrolled Agents have earned the privilege of representing taxpayers before the IRS in all 50 states by passing a three-part comprehensive IRS test covering both individual and business returns. Individuals who obtain this elite status must adhere to extensive ethical standards and complete at least 72 hours of continuing education courses every three years.
