The Practice Growth Financial System
AKA bookkeeping that doesn’t feel like 1995.
Scaling Package - $747 per month
Best for: Group therapy practices with 3-6 providers, generating $300K-$650K annually
Everything in Essentials, PLUS:
✔ Unlimited bank accounts and credit cards
✔ Bill management + payment reminders
✔ Associate Profitability Analysis - see exactly whether your associate model is profitable or just keeping you busy
✔ Supervision Cost Tracking - understand the true cost of clinical supervision and how it affects your margins
✔ Insurance vs. Private Pay Breakdown - know which payers are worth the administrative burden
✔ Payroll Journal Entry Recording - accurate tracking of your biggest expense: compensation
✔ Advanced visual dashboard (10 custom metrics, including revenue per provider and supervision cost burden)
✔ Flexible quick-access communication (Slack, text, or voice — your choice; 12-hour response time)
✔ Bi-weekly check-ins (Tuesday & Friday financial pulse updates, via your preferred method)
✔ Monthly budget vs. actual reporting
✔ Cash flow forecasting (60-90 day outlook)
✔ Quarterly strategic planning session (extended to 60 minutes) with growth roadmap
Perfect if you: You've grown beyond solo practice and need to understand whether adding associates is building wealth or just creating more work. You're considering hiring a clinical director, opening a second location, or expanding your team—and you need confidence that your numbers support those decisions.
Essentials Package -$497 per month
Best for: Solo therapists, counselors, coaches, or wellness practitioners (1-2 providers)
✔ Monthly transaction categorization & reconciliation (up to 2 bank accounts, 2 credit cards)
✔ Insurance reimbursement tracking and categorization
✔ Monthly P&L, Balance Sheet, and Cash Flow Summary
✔ Monthly Loom video walkthrough (3-5 minutes, watch anytime)
✔ Simple visual dashboard (5 key metrics, live access)
✔ Monthly email summary with top 3 insights
✔ Quarterly 45-minute business review (live Zoom)
✔ Tax-ready books year-round
✔ Email support (response within 48 business hours)
Perfect if you: Want clean books, modern communication, and time back in your schedule without overwhelming complexity. You're managing your practice solo or with one part-time admin.
Growth Package - $997 per month
Best for: Multi-provider wellness centers (7+ providers) or complex group practices generating $650K+ annually
Everything in Scaling, PLUS:
✔ Monthly Operations Metrics Integration - Connect clinical hours, client counts, and utilization rates to financial performance
✔ Provider Capacity Analysis - See who has room to take more clients and who is at capacity
✔ Service Line Profitability Deep-Dive - Which offerings (Individual therapy, groups, intensives, assessments) generate the best margins?
✔ Advanced dashboard with 15+ custom metrics
✔ Annual financial summary & year-over-year analysis (perfect for strategic planning with your business coach)
✔ Evergreen financial library compiled over 6 months (your highest-value insights, season patterns, benchmarks)
✔ White-glove priority support; 4-hour response time
Perfect if you: You're running a sophisticated operation with multiple providers, diverse service lines, and ambitious growth plans. You need a true financial partner who can help you make complex decisions about compensation structures, service mix optimization, capacity planning, and strategic investments.
Save When You Commit to Your Practice’s Financial Future
The financial clarity we create together compounds over time. By month 3, we're spotting trends. By month 6, we're making strategic recommendations. By month 12, you have a full year of data that tells your practice's complete financial story.
Quarterly Pre-Payment
Pay for 3 months upfront
Save 5%
$75 savings on Essentials per quarter
$112 savings on Scaling per quarter
$150 savings on Growth per quarter
Annual Pre-Payment
Pay for 12 months upfront
Save 10%
$597 savings on Essentials per year
$896 savings on Scaling per year
$1,196 savings on Growth per year
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 and your commitment to meet once every quarter
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.