My bookkeeping services are a best fit for:

• Therapists, Psychologists, OTs, PTs, SLPs, PMHNPs, MDs, Massage Therapists, Acupuncturists, and other practitioners in solo practice

• Coaches, Consultants, Educators, Independent Contractors and other folks who have primarily service-based LLC/sole proprietor businesses

• Of course I love to connect with neuroqueer, neurodivergent, and neurocomplex folks (but I won't turn anyone away for being assumed neurotypical)!

My bookkeeping services are intended for folks who might relate:

• People who feel overwhelmed by the idea of setting up, or logging into quickbooks, excel spreadsheets, or wherever they feel they are "supposed to" keep their financial stuff

• People who had to "hit the ground running" with their business for one reason or another, and thought "I'll figure out that part when I have more capacity"...only to have a lot more time pass than intended

• People who find the time, executive functioning, and/or emotional energy required for the financial side of things is too much, too hard, or just not worth it for them

• People who are stuck in a reactive response to the business side of their work - hoping for the best, stomach-knot dread-prepped for the worst, and never feel they know what to expect.  People who might check to make sure their bank account is not in the red occasionally, but otherwise know very little about the financial wellness of their business and feel like money "shows up when it shows up" and would struggle to "ballpark" what their monthly expenses might be.

People who have gotten by enough with their brilliant scrappiness to this point, and would love to have help in getting more organized but also have feels about actually sharing with another human the state of things and they ways they have been doing things up until now

Some Benefits to Having a Bookkeeper:

• Your finances stay organized year round (greatly reducing tax season stress!)

• A better understanding of how your business is making and spending money, which can guide decisions about growth and sustainability (for example: is it worth my time and energy to continue offering this service, or should I focus more on that, or can I expand to take on an intern/supervisee/independent contractor within the next 6 months?)

• A better ability to predict, plan, and prepare for the ebbs and flows of income and spending throughout the year (for example: the information that lets you plan your target income for your goals...like being able to afford time off for illness, vacation, or other benefits that solo providers have to build proactively and intentionally into their practice model)

• Often having a bookkeeper actually helps reduce spending (for example, finding those subscriptions that you meant to cancel after the free trial and other common ADHD taxes )

• Having access to information about the financial health of your business whenever you want it, and help tracking information about your specific questions (for example, I want to drop my contract with this one insurance provider - but can I really afford to do that?

Access to all of that information, AND ALSO - you don't have to look at any of it unless you want to!

For some people who experience a lot of shame or anxiety reactions around money, just having someone to be the buffer between your work and your business can offer a rest for the nervous system and protect the joy of being your own boss! 

Bookkeeping Costs

• $100 initial consultation (this 60 minute session is where we talk through all the things including accounts, revenue sources, common expenses, goals for bookkeeping, etc)

• $200 is the starting rate for monthly services (for solo practitioners/sole proprietor business owners who opt to use my preferred accounting software...happy to discuss rates based on other specifics, too, like small group practices, use of other software/format, additional routine tasks!)

• $10-25 monthly charge for accounting software (if purchased through me)

• Option to add on additional consultation sessions as desired at reduced cost

Complete this form to get started!!

The idea for offering bookkeeping services came from a conversation with a trusted and brilliant colleague, about what has felt energizing to me lately. One of the things that came up was experiences over the last few years informally helping neuroqueer folks build their counseling and coaching businesses, and/or take on new projects like creating mutual aid funds and assessment service offerings.

Through these partnerships, I became more and more aware of the number of folks who find the financial/”math” pieces of business ownership confusing or overwhelming, and perhaps more surprisingly, I also became increasingly aware of how much I enjoyed playing with the numbers!

And so, not-so-surprisingly, I went home that night and found myself diving into a period of fierce focus about bookkeeping.