Our Process
From discovery call to go live. If we decide it’s a good fit and you want to move forward, this is what it looks like.
01
Discovery Call
We meet to learn about your practice & answer any questions you have and give you a price to handle your accounting and/or taxes
02
Set Up
We gather your records, connect your accounts, and clean up anything that’s behind. Most practices are fully set up in about two months.
03
Ongoing Cadence
Your books run every month or quarter. You get your reports, your tax set-aside number, and a team you can reach.
Types Of Practices We Work With
Solo therapists and counselors
Accurate bookkeeping, clear reports, and tax advising for private practice owners.
Psychologists
Accurate bookkeeping, monthly reporting, and tax advising for psychologists in private pay and insurance-based practices.
Group & Growing Practices
Bookkeeping, payroll, and tax advising for group practices, including W-2 and 1099 clinicians and profit per clinician.
Our Pricing
Flexible pricing & service options.
Quarterly bookkeepings
Quarterly reports
Quarterly tax estimates
For low-volume practices
Most Popular
Monthly bookkeeping
Monthly reports
Dedicated tax advisor
Bi-Annual tax strategy meetings
Everything in full service +
Cash flow planning
Hiring & compensation modeling
Monthly CFO consults
What’s Included In Our Monthly Packages
Discover groundbreaking features designed to tackle tomorrow’s challenges head-on. Explore innovative solutions shaping the future landscape.
01
Bookkeeping
Monthly bookkeeping and reconciliation of your business bank and credit card accounts
02
Monthly Financial Reports
A monthly Profit and Loss report, so you know exactly what your practice earned and spent
03
Tax Estimates
Quarterly tax estimates for federal and state, plus a clear number to set aside, so April is never a surprise
04
Personalized Support
A dedicated bookkeeper who knows your practice by name, reachable by email and phone
03
Software Subscription
Bookkeeping software included (QuickBooks Online or Wave, depending on what fits your practice)
06
Practice
Works alongside your practice software. Many of our clients use SimplePractice, TherapyNotes, Jane, or Alma. We make sure the numbers from your practice software line up with your books.
Want more support?
Add a dedicated tax advisor, year-round tax strategy, and two planning meetings a year. Or add a monthly CFO partner for cash flow, hiring, and growth decisions. We also handle tax preparation and S-corp help when you are ready.
Address
Wellness Fi
2028 E Ben White Blvd Ste 240-8889
Austin, TX 78741
Phone
(844) 401-3840
Have a question?
Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
It might be. If you’re not seeing clients yet or your practice nets under about $50,000 a year, you may not need us yet, and we’ll tell you so on the call. We’re glad to help you set things up the right way so you’re ready when you grow.
Many practice owners have someone who files their return once a year but no one keeping the books in between. If you’re happy with your tax preparer, you can start with monthly bookkeeping only and hand them clean books at tax time. You can add tax help later if you want it.
Mostly, yes. You’re paired with one bookkeeper and one tax advisor who get to know your practice, and they’re your main contacts. Our tax advisors include a CPA and IRS Enrolled Agents. When your advisor is out, another advisor who can see your file steps in, so your questions don’t sit and wait. Either way, you’re writing to a person, not a support queue.
Yes. If you’d like us to prepare your returns, we add business and personal tax filing to your monthly plan, so tax season doesn’t come with a separate bill. If you already have a tax preparer you like, you can leave tax filing off and add it later.
Yes. Our clients use SimplePractice, TherapyNotes, Jane, Alma, and others. We don’t connect to your EHR directly, but we know what its deposits and reports look like and make sure your income lands correctly in your books.
Yes. Our clients use SimplePractice, TherapyNotes, Jane, Alma, and others. We don’t connect to your EHR directly, but we know what its deposits and reports look like and make sure your income lands correctly in your books.
Yes, and there’s no judgment here. Messy or months-behind books are common. We offer catch-up bookkeeping to fix and reconcile past months, and we’ll include it in your proposal so you know the cost up front.
Nothing for the consult. Once you sign up, we’ll ask for your last two or three tax returns, recent bank and credit card statements, your business formation documents and EIN, and any bookkeeping records you already have.
Your proposal spells out the terms before you sign, including any minimum. Ask us on the call and we’ll walk you through the options for the plan you’re considering. All of our services other than CFO are month-to-month.
We work only with health and wellness practices. That includes therapists, counselors, psychologists, physical therapists, occupational therapists, speech-language pathologists, behavioral health providers, dietitians and nutritionists, and chiropractors. If your business is outside health and wellness, we’ll tell you and point you somewhere better suited.