The Practice Growth Financial System
AKA bookkeeping that doesn’t feel like 1995.
Essentials Package — $497 per month
Best for: Solo practitioners & small practices with 1-3 providers
✔ Monthly transaction categorization & reconciliation (up to 2 bank accounts, 2 credit cards)
✔ Basic AP management through Ramp (up to 25 bills/month)
✔ Monthly P&L, Balance Sheet, and Cash Flow Summary
✔ Monthly Loom video walkthrough of financials (3-5 minutes, watch anytime)
✔ Simple visual dashboard (5 key metrics)
✔ Monthly email summary with top 3 insights
✔ Quarterly 45-minute business review (live Zoom)
✔ Tax-ready books year-round
✔ Easy scheduling link
✔ Email support (48-hour response)
Growth Package — $997 per month
Best for: Group practices & wellness centers with 4+ providers
✔ Everything in Essentials, PLUS:
✔ Unlimited bank accounts and credit cards
✔ Full-service AP management (unlimited bills) through Ramp
✔ Advanced visual dashboard (12+ metrics)
✔ Extended monthly Loom walkthroughs (5-7 minutes with deeper analysis)
✔ Bi-weekly check-ins via Voxer
✔ Voxer direct access for quick questions
✔ Profitability analysis by provider/service line
✔ Payroll journal entry recording and tracking
✔ Monthly budget vs. actual reporting
✔ Cash flow forecasting (60-90 day outlook)
✔ 60-minute quarterly strategic planning
✔ Annual financial summary & year-over-year analysis
✔ Priority support (12-hour response)
Save When You Commit to Your Practice’s Financial Future
The practices that commit for 6-12 months are the ones that see the most dramatic results. They go from “I have no idea if I’m profitable” to “I just hired two new therapists with complete financial confidence.”
Quarterly Pre-Payment
Pay for 3 months upfront
Save 5%
$75 savings on Essentials
$150 savings on Growth
Annual Pre-Payment
Pay for 12 months upfront
Save 10%
$597 savings on Essentials
$1,196 savings on Growth
When you pre-pay, you’re investing in the compounding effect of having clean, insightful financial data month after month. You’re giving yourself clarity, confidence, and time back to do what you do best.
Why This Investment Makes Perfect Sense
If you were to handle all of this yourself, here’s what it would realistically take:
4-6 Hours
Bookkeeping & reconciliation per month
2 Hours
Creating reports & dashboards
2-3 Hours
AP management & bill tracking
2-3 Hours
Analyzing data for insights
3-4 Hours
Quarterly planning & forecasting
10-15 hours per month of your time
That's $1,500-$3,750/month in opportunity cost at $150-250/hour—time you could spend seeing clients or having better work-life balance.
Not to mention the stress, the mistakes, the tax penalties from errors, and the costly decisions made without good data.
All I Need From You
✔ A few minutes each month to review your financial walkthrough video
✔ Quick responses to any questions about unusual transactions
✔ Your trust to let me be your financial partner
You’ll get your evenings and weekends back. You’ll stop dreading month-end. And you’ll finally have the financial clarity to grow your practice with confidence.
Questions? We’ve got you covered.
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We recommend it, and we can help you get set up. But if you're using another platform, let's talk—we're flexible.
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We typically do not see your client names or clinical data and work to ensure you remain HIPAA compliant. We work with your business financials—revenue, expenses, and accounts.
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That's what the discovery call is for! We'll help you figure out the best fit based on where you are and where you want to be.
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Our specialty is therapy and wellness, but we occasionally work with aligned service-based businesses. Reach out and we'll let you know if we're a fit.
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Absolutely. As your practice grows and changes, your bookkeeping needs might too. We're here to adapt with you.