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TL;DR: Strategic Tax & Accounting Services

Are You an Individual or Small Business Owner?

Tax Preparation & Planning
We make the tax process painless.
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Bookkeeping & Accounting
Get 10 hours back in your month.
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Quarterly Check-ins
Get an expert's opinion 4x / year.
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Financial Coaching & Advice
Grow your business with the backing of an accountant.
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Are You a Therapist In Private Practice?

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I'm an Individual
No matter your financial situation or income, we make the tax process quick and painless.
I'm a Freelancer or Small Business Owner
We help business owners and freelancers worry less and plan more.
I'm a Therapist in Private Practice
We specialize in private practice accounting to help therapists grow their business.

10+ Years of Happy Clients

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Therapists: Getting Started in Private Practice Course

Get a sneak preview of our most popular course: Your First Year in Private Practice.

Recently updated with brand new modules!

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    Basic Financial Terms Every Business Owner Should Know
    Basic Financial Terms Every Business Owner Should Know
    “You keep using that word. I do not think it means what you think it means.” ~ Inigo Montoya, The Princess Bride It’s entirely conceivable that you’ll encounter some utterly mystifyin
    How Do Accountants Help Small Businesses?
    How Do Accountants Help Small Businesses?
    If you’ve never had your own accountant, you might wonder if it’s even necessary. Maybe you feel like you’ve got everything handled and you don’t really need the help. Or maybe you have dec
    The Balance Sheet for Therapists
    The Balance Sheet for Therapists
    We’ve previously covered the Profit & Loss Statement for Therapists, so now it’s time to unpack another important statement: the Balance Sheet. Think of running a business like filli

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