Bookkeeping Support for New Practices

Starting a private practice means figuring out a lot of the business side for the first time, including how to manage your finances.

I help new PT, OT, and SLP practice owners establish a bookkeeping and financial system that fits where their practice is today, whether they want ongoing bookkeeping support or prefer to manage it themselves.

Support That Fits Your Practice

Depending on what you need, support can include:

  • One-on-one sessions with your accountant

  • Ongoing email support for bookkeeping, accounting, and tax questions

  • Traditional bookkeeping services if you want to outsource it

  • Bookkeeping system set up in QuickBooks or a spreadsheet

The goal is simple: help you establish a financial system you can feel confident in without having to figure everything out alone.

Starting a New Practice or Just Looking to Improve Your Current Process?

Schedule a free 15 minute discovery call to talk through how you're currently managing your finances and what kind of support might make sense for your practice.