LLC vs. Trademark: 10 Tips for Choosing the Right Path for Your Business
When starting a business, one of the most important decisions you’ll make is how to legally protect your brand and assets. Two
We offer monthly bookkeeping, financial reporting, and tax preparation services specifically for LPCs, LCSWs, dietitians, and other wellness business owners.
Our services are designed to reduce stress, improve financial clarity, and free up your time so you can focus on helping others.
Accurate bookkeeping helps you track income and expenses, prepare for taxes, and make informed business decisions. Without proper financial records, you may miss tax deductions, mismanage cash flow, or run into compliance issues.
Yes — and that’s our strength. We work exclusively with:
Mental Health Clinicians and Dietitians
Mental Health and Wellness Clinics
Clinics and Small private practices
This allows us to provide hyper-specialized, effective financial services.
Yes! If your books are months (or even years) behind, we can reconstruct financial records, categorize transactions, and ensure everything is tax-ready.
We primarily use QuickBooks Online, but we’re also experienced in syncing with popular practice management tools like SimplePractice, TheraNest, and Office Ally. We ensure your financial systems are streamlined and integrated.
Absolutely. Whether you’re behind by a few months or a few years, we offer catch-up bookkeeping services to get you back on track fast — with no judgment.
Yes! We offer tax preparation, tax strategy, and filing services to help you maximize deductions and stay compliant with IRS regulations.
Simply schedule a free consultation to discuss your needs. We’ll assess your current financial setup and recommend the best solutions for your business.
📅 Book a call now: Schedule Your Consultation
Yes! We work 100% remotely, allowing us to serve clients nationwide while providing real-time financial insights.
When starting a business, one of the most important decisions you’ll make is how to legally protect your brand and assets. Two
Understanding key accounting terms is essential for managing your business finances effectively. Whether you’re handling your own bookkeeping or working with an
In Texas, businesses are subject to a property tax on inventory, which includes raw materials, work-in-progress items, finished goods, and motor vehicles
