Virtual Bookkeeping for Therapists in Private Practice
Do you often put your bookkeeping off until the stress and overwhelm of tax time? Or maybe you aren’t even sure exactly what bookkeeping is?? Do you secretly wonder how you’ve made it so far in your practice without really understanding things like financial statements, profitability, and money management?
If so, you’re not alone - and I can help.
Hi, I’m Michael!
With a first career as a Certified Public Accountant and a second career as a Licensed Professional Counselor and coach, I understand your struggles and your practice from the inside out.
It is my passion to help private practice owners like you to become empowered with their business finances.
When you schedule your free consultation, you’ll also complete a questionnaire about your practice.
This will allow me to be ready for our chat. I can’t wait to meet you!
Services
Bookkeeping Cleanup
Facing a backlog of bookkeeping tasks can be daunting and even downright overwhelming. If you’ve gotten a little behind (or way behind…), I can get you caught up and back on track. Bookkeeping cleanup is like pressing the reset button. It allows you to begin moving forward with confidence - knowing your accounts are reconciled and are as accurate as possible.
Monthly Bookkeeping & Payroll Support
With competence and compassion, I take care of all the tasks you may typically put off. Each month, I enter and categorize transactions; reconcile bank, credit card, and loan accounts; provide support for running and recording payroll; and generate financial statements - all while you’re doing what you do best: serving your clients and growing your practice.
Financial Guidance
This is where the fun begins! Once you have timely, accurate financial information each month, you can begin listening to your practice’s financial story. We’ll look at trends on your balance sheet and profit and loss statements, discuss money management strategies, and explore how your practice’s values are reflected in your money-related decisions.
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