For entrepreneurial therapists ready to improve their financial health through consistent support

Your numbers should be a tool for your ongoing success,

not just a yearly appointment for your accountant

Ongoing support packages

MoneyMind Amplified

  • Experience a financial shift that fuels profitability and peace of mind

    This isn’t just bookkeeping. It’s a full financial strategy designed to help your group practice thrive. With MoneyMind Amplified, you get premium bookkeeping, Profit First implementation, and ongoing financial strategy, all working together to grow a profitable and sustainable business.

    Clarity & confidence in your financial picture

    Your financial records are consistently up-to-date and accurate, so you can trust the information you’re working with. With weekly transaction categorization, monthly reconciliations, and proactive financial oversight, you’ll have a complete and reliable picture of your financial health.

    A system designed for profit & sustainability

    We don’t just organize your books, we help you set up a financial system that prioritizes profit. Through Profit First implementation and tracking, you’ll have a structured way to manage cash flow, pay yourself consistently, and ensure financial stability as your practice grows.

    Strategic financial insights that drive growth

    With customized financial reports and strategy sessions, you’ll move beyond just seeing the numbers—you’ll understand exactly what they mean and how to use them to make stronger, more profitable business decisions.

    Premium one-on-one support

    Just like a therapist who is always there when needed, we provide ongoing, unlimited support through email and Voxer (text and voice messages). Whether you need quick guidance or an in-depth financial discussion, we’re here to help.

    A collaborative team approach

    We work alongside your tax preparer, payroll provider, and other financial professionals to keep everything streamlined. You won’t have to manage all the moving parts alone—we ensure smooth communication and a unified financial strategy.

    Tax season, simplified

    With up-to-date records and clear reports—including your Profit & Loss, Balance Sheet, and Profit First tracking—you’ll be fully prepared for tax season without the last-minute scramble.

  • 2,400/month

    *2 spots left for 2025!

Solo Suite

  • Experience smoother financial management that supports you in running your practice with less stress and more focus. Here’s how this package will benefit you each month:

    Clear and reliable financial foundation: 

    With an onboarding diagnostic and a custom chart of accounts tailored to your practice, you’ll have a strong financial foundation. Your financial records will be accurate and aligned with your practice’s needs, ensuring you can make informed decisions with confidence.

    Sustainable systems for effortless management:  

    We’ll help you systematize your financial processes, from monthly categorization of transactions to regular reconciliations. By setting up efficient workflows that are Profit First-friendly, you’ll have a streamlined, repeatable system that minimizes your financial stress.

    Actionable financial insights every quarter:  

    Every quarter, you’ll receive core financial reports that provide a clear picture of your practice’s performance. To make sure you understand the numbers, I’ll also include a video where I walk you through the reports, highlighting key points and comparing your current numbers to the goals we set during onboarding. This helps you connect your financials directly to your objectives and make adjustments as needed.

    Premium one-on-one support: 

    Just like a therapist is there when their clients need them, we offer unlimited email and Voxer (text and voice messages) support. Whether you have a quick question or need some extra guidance, we’re here to assist without time limitations.

    Aligned with Profit First:

    This package supports your Profit First methodology, helping you keep your business on track for sustainable growth and healthy cash flow.

    Collaborative team approach:

    We’re here to work alongside your tax and payroll professionals, ensuring seamless communication and a unified approach to your financial well-being. You won’t have to manage all the moving parts on your own—we’re your partners in this process.

    Tax season made simple:

    We help you stay organized and ready for tax season, so you no longer have to fear the IRS. With up-to-date financial records and all the necessary reports—like your Profit and Loss, Balance Sheet, and 1099 summaries—you’ll be equipped to file on time, without the anxiety that often comes with taxes.

    Affordable and efficient: 

    In order to keep this package affordable, it doesn’t include 1:1 calls. However, if you’d like a deeper level of support, I encourage you to sign up for MoneyMind Sync for one-on-one guidance with your finances.

  • 335/month (for Sole Props)

    365/month (for S-Corps)

    Limited spots available

MoneyMind Sync

  • This package is designed for therapy practice owners who want ongoing, hands-on, and in-depth expert support while maintaining a strong focus on their financial goals.

    You will receive personalized guidance, regular check-ins, and insightful feedback, all at a sustainable pace to ensure your business stays on track. Here's how you will benefit month after month:

    Tailored onboarding & setup:

    Your financial foundation starts with custom onboarding diagnostics, a personalized chart of accounts, and workflow expert advice, ensuring that your systems are optimized from the start.

    Streamlined transaction categorization & reconciliation:

    We handle your transaction categorization twice a month and complete monthly reconciliations so your financial records are always accurate and up-to-date.

    Aligned with Profit First:

    This package supports your Profit First methodology, helping you keep your business on track for sustainable growth and healthy cash flow.

    Premium one-on-one support:

    You will have direct access to me via email and Voxer (text and voice messages) for questions, clarifications, or deeper conversations whenever you need it.

    Quarterly financial performance calls & reports:

    Every quarter, we will have a personalized performance call where we discuss your financials in detail. You will also receive both Core and VIP financial reports, as well as an insightful video and slide deck to help you understand and apply the key takeaways to your goals.

    Tax season made simple:

    We help you stay organized and ready for tax season, so you no longer have to fear the IRS. With up-to-date financial records and all the necessary reports—like your Profit and Loss, Balance Sheet, and 1099 summaries—you’ll be equipped to file on time, without the anxiety that often comes with taxes.

  • 689/month (on average)

    *449/month for solo practices

    Most popular

If plain and basic bookkeeping is what you’re looking for, this is not it.

Your strengths, paired with collaboration, structure, and meaningful guided conversations will help you create and sustain the practice you’ve always envisioned. Let’s do it together!

This goes beyond numbers. This is personal.

What my clients are saying

  • I really enjoy the ease and clarity with which Andrea communicates.

    Knowing that my books are in great hands gives me peace of mind. I cannot recommend her enough to my fellow entrepreneurs and business owners.

  • As a result of her service, I am more financially competent in my business and more confident as a business owner.

    Andrea's level of customer service is unparalleled. You will never find another service provider who makes you feel so cared for and special.

  • Not only that I am always ready when it comes to pay taxes and it is nice to have someone else's eyes on your business finances for accountability.

    What is the best though about working with Andrea is knowing that she has got your back and genuinely cares about your success!

  • Such a stress relief. I didn't have a clue how I was going to keep my Quickbooks organized or how I was going to find someone that I could trust to do my bookkeeping.

    I feel lucky that I found Andrea!

Not ready for ongoing services?

Check out my one-time support calls specifically created for therapy practice owners DIYing their bookkeeping

Need support with your payroll?

We don’t provide payroll services, but we know who will be a great provider for you! Our preferred partner is Christina Hageny, founder of 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. We will seamlessly work together to keep your payroll and bookkeeping records on the same page.

(NOT an affiliate, I truly believe in Christina and her team to be your best choice.)