Get more organized and better at managing your therapy practice money with one-time or ongoing support
This is not your average bookkeeping experience, and here’s why
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More than bookkeeping
Reviewing your current financial systems to enhance simplicity, efficiency, and continuity is an essential part of our work.
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Adaptable support that connects you with your finances
Businesses change because life does. I get that! A simple and smart bookkeeping system will adapt smoothly.
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For therapists
Establish a financial workflow that separates your accounting from your therapy clients’ confidential information.
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For coaches or consultants
Getting paid should be a simple process for you AND your clients. We’ll optimize your invoicing process to avoid bookkeeping messes and to help you get paid faster.
What’s the best fit for you?
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Ideal for new businesses or business owners DIY’ing their bookkeeping in Quickbooks Online.
You’re not ready to hire a bookkeeper long term, and you’re ready to STOP watching so many tutorials.
Choose from 2 types of support calls:
1-hr call to troubleshoot an issue you’re currently experiencing with your bookkeeping.
90-min specifically for therapists launching their therapy practice. Get guidance for all your “what’s next for my bookkeeping” questions.
Use this Contact Form to set this up. Please include the issue you want to address in detail.
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Need monthly check-ins to stay on top of profitability
Not quite ready to hire a fractional CFO, or already working with one and need timely reports.
Boost your money skills with an ongoing connection to your finances
Build a framework that will keep your money organized at any scale.
MoneyMind Amplified is the right service for you
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Break the silence around money and get comfortable with managing your finances
For solo or small group practice owners with steady income who are ready to get their finances organized and crush the fear of addressing your finances on your own
MoneyMind Sync is ideal for you
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Exclusive package for Solo practicioners in Private practice who don’t need overcomplicated systems but want to stay connected to their finances and have their numbers in order.
Receive help to get your Quickbooks account setup correctly, ongoing expert care, and the reports you need to file your taxes.
The Basics is the right solution for you.
DIY’ing? Support calls are also a good fit!
1:1 support calls
Are you done wasting time looking up tutorials for your bookkeeping and Quickbooks? Is the answer always a webinar or a high-ticket offer? Not anymore! No long term commitments, no pre-recorded presentations.
I offer 1x 1:1 support calls to help you troubleshoot your Quickbooks issues, review your current financial systems, or to guide you to set them up from scratch.
Choose yours and book below!
Review your systems
QBO troubleshoot
Set up your financial systems from scratch
60 min session to review your existing financial systems to ensure you’re setup correctly and you're not mixing client information with your accounting records.
($150)
Get personalized 1:1 guidance on setting up your financial systems from scratch with real-life examples tailored to your therapy practice. Includes slide deck.
($250)
30min session to troubleshoot specific bookkeeping or Quickbooks Online roadblocks where you share your screen with me and I walk you through on how to fix it.
($75)
Ongoing support packages and Pricing
MoneyMind Sync
MOST POPULAR SERVICE
Onboarding diagnostics
Custom chart of accounts
Workflow expert advise
Categorization of transactions 2x/mo
Attach receipts to expenses in QBO or Xero
Limited reconciliations
Profit First friendly
Email support
Voxer access to Andrea for voice messages
Core reports for Tax return (Profit and Loss and Balance Sheet)
Quarterly performance 1:1 call with Andrea
Quarterly Core and VIP financial reports
Quarterly oversight slide deck
Quarterly oversight video explaining financials
Yearly 1099 summary reports needed to file them
675/month (on average)
The Basics
Categorization of transactions 1x/mo
Limited reconciliations
Profit First friendly
Email support
Core reports for Tax return (Profit and Loss and Balance Sheet)
Yearly 1099 summary reports needed to file them
275/month (on average)
MoneyMind Amplified
Onboarding diagnostics
Custom chart of accounts
Workflow expert advise
Categorization of transactions 1x/week
Attach receipts to expenses in QBO or Xero
Unlimited reconciliations
Profit First friendly
Email support
Voxer access to Andrea for voice messages
Core reports for Tax return (Profit and Loss and Balance Sheet)
Monthly performance 1:1 call with Andrea
Monthly Core and VIP financial reports
Monthly oversight slide deck
Monthly oversight video explaining financials
Additional 1:1 support with Andrea (pricing analysis, improving invoice system, calculate your take-home pay, etc)
Yearly 1099 summary reports needed to file them
A/P and A/R not included (available upon request)
1,950/month (on average)
Need support with your payroll?
Let a payroll expert have your back! Our preferred partner is Christina from Valor Payroll.
Find her here and let her know Andrea sent you! Or, let me know you’re interested in an intro email and I’ll make it happen.
(NOT an affiliate)