Private Therapy Practices

Does this sound like you?

We believe that you shouldn't be worrying about your accounting or taxes, and that you should have a team of professionals at your back. We work with a variety of services, providing guidance as needed.

  • Do you feel that you are bringing in clients but aren't sure if you are doing your books correctly?
  • Are you worried about doing the wrong thing with your federal taxes?
  • At times do you need more time or are you overwhelmed with your to-do list?
  • Feeling worried that you aren't measuring up to your peers?
  • Ever feel that you don't have a business degree and you don't know if you are running your business the right way?
  • Are you filing your State taxes correctly?

We help therapists who are running private practices every day, we know the issues that you are talking about.

Who do we work with?

Are you just starting your practice and don't know where to begin? Are you a DIYer?

 

Janet has her licenses and finished her supervision. She has always dreamed of starting her practice and helping the LGBTQ community. She finds office space that she can afford, she starts the registrations process and gets her psychology today profile set up. Off the bat, she starts having phones calls to set up appointments with clients and her patient list begins to fill. Life is good, but the end of the year is approaching and she knows that she should be paying taxes on her income, but she doesn't know how. She also is concerned because while she has money in her bank account, she doesn't know if she is making any money.

 

Janet gets a recommendation to book a meeting with us to discuss her concerns, three months later and Janet is no longer concerned.

 

We have helped her put a system in place so her income and expenses are in one place. While she runs her SimplePractice for the client management side she now has separate books and knows what her profit is each month. Not to mention she now has a tax plan and sends in estimated payments on a schedule. We take care of the calculations and she focuses on filling the last spots in her practice list.

Schedule a Meeting

One of us will meet with you over the phone to see we are a good fit. We discuss what you need help with and the type of problems that you need us to solve. We discuss how we bill, what we will need from you and how to move forward.

Information Exchange & Quote

We set you up with a client portal and request the information needed to provide a quote. Normally this includes a copy of your prior year tax return, and access to your books  - if you have them. Once we have the info needed we work together to come up with a proposal that fits your needs and your budget.

Proposal & Moving Forward

Once you approve the proposal, and provide payment details - we start the onboarding process.

What do they say?

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Sandra S.

I found Toni through the GSBA listings, and I'm ecstatic that I did. I'm just launching my small business, and none of my training has taught me how to be an entrepreneur. It can be a little intimidating to know that you're responsible for Everything without knowing what everything entails.

Toni is helping with that. She's an accountant, and somehow also a business coach. She's helping me not only organize and keep my finances in line, she's helping me structure how I think about them, and thus how I think about my time and my business itself. She was personable and spoke to me on my level without being patronizing. I trust her to be reliable and detail-oriented, and to help me navigate this process- not just keeping my practice from going under, but helping me make it a success.

I would highly recommend her to other small business owners, or anyone else trying to maintain a larger direction/vision without stumbling over the little, but essential steps along the way.