Prices
Clear, Upfront Pricing – No Hidden Fees, Just Reliable Service
No matter which plan you choose, we tailor our support to your practice — including state-specific compliance, license renewal tracking, quarterly tax filings, and ongoing financial guidance.
Every monthly subscriber also receives 35% off year-end tax preparation and filing.
We’re here to make the financial side of your business simple, compliant, and stress-free.
Solo Practice
For solo counselors, therapists, and wellness practitioners seeing clients part-time or just getting started.-
Monthly bookkeeping done for you
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Match your books to your bank so you always know what’s real.
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Basic Financial Reports, including Profit & Loss and Balance Sheet
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Email and Phone Support for quick assistance
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Up to 100 transactions and 2 linked accounts (bank/credit)
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Preparation of 2 Form 1099s for contractors
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30% discount on your monthly QuickBooks Online subscription
Growing Practice
Perfect for wellness professionals in full-time practice, expanding their client load, or adding staff.-
Everything in Starter Plus
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Monthly Business Consultation Call
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Manage Financial Statements
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Year End Tax Review
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Compliance Calendar Setup & Monitoring
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Up to 200 transactions and 4 Accounts
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Basic Bill Pay (Up to 15/month)
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Preparation of 15 Form 1099's for contractors
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30% discount on your monthly QuickBooks Online subscription
Large Group Practice
Designed for group practices, wellness clinics, or professionals who want a fully managed back office.-
Everything in Growing Plus
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Full-Service Accounts Payable & Accounts Receivable Management
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Track and Manage All Bills and Invoice
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Custom Reporting / KPI Dashboards
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Class or Project Tracking for Deeper Insights
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Up to 500 transactions and 5 Accounts
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Preparation of 25 Form 1099's for contractors
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30% discount on your monthly QuickBooks Online subscription
Additional Services
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Payroll Processing $75 + $20 /employee
Streamline payroll with automated calculations, tax withholdings, and direct deposits, ensuring employees and contractors are paid on time.
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Insurance Reconciliation Custom Quote
We’ll match insurance payouts to sessions, flag missing payments, and clean up your billing trail. Pricing depends on practice size and billing volume — we’ll provide a quote after your discovery call.
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Appointment Reconciliation Custom Quote
We help match your appointment records to income received (from clients or insurance), ensuring everything lines up in your books. Pricing is based on your platform setup and practice size — we’ll go over it during your call.
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Client Invoicing and Payment Tracking
We’ll help you generate, send, and track client invoices — whether they’re private pay or co-pays. We can monitor payments across Stripe, Square, IvyPay, etc.
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Historical Bookkeeping Cleanup Starting at $500
Get your books back on track with a full review and reconciliation of past financial records to ensure accuracy and compliance. Includes two consultation calls. $500–$1,000 depending on months needing cleanup. We'll provide a quote after your discovery call.
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1099 Preparation $150 up to additional forms
Ensure compliance with contractor payments by filing accurate 1099 forms, with additional forms available at an affordable rate.
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Entity Formation & S-Corp Election Assistance $1500
Thinking about switching to an S-Corp or launching your PLLC? We’ll guide you through setup, compliance, and connect you to filing resources.
