Ongoing financial support as your practice grows.
Your practice changes. Your financial needs change with it.
I provide ongoing financial guidance and support to help you understand what's happening in your practice and make better decisions as it grows.
Wondering what it's actually like to work together?
Watch this short video to hear how I approach our ongoing conversations and how we use your financial information to make better decisions for your practice.
How we work together
Understand
Decide
Adapt
Plan
What our conversations might look like
Revenue
Where is your revenue really coming from?
We'll look at revenue by clinician, service, payer, or location to understand what's driving your practice—not just what your total income was.
Payroll
Is your team financially sustainable?
We'll look at payroll as a percentage of revenue and use it to guide hiring, compensation, and growth decisions.
Expenses
Where is your money actually going?
We'll identify spending patterns, evaluate expenses, and look for opportunities to improve cash flow without guessing.
Cash Flow & Planning
What should your money be doing next?
We'll identify opportunities to intentionally set money aside, plan for upcoming expenses, evaluate future decisions, and make sure your cash supports both your business and personal goals.
Choose how often you'd like to work together
Every service level includes the same commitment to accurate bookkeeping and a strong financial foundation. The difference is how often you have dedicated time with me to reflect on your numbers, talk through decisions, and adapt your financial systems as your practice evolves.
MoneyMind Amplified
most hands-on, monthly guidance
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MoneyMind Amplified gives you a dedicated space each month to step away from the day-to-day and think strategically about your business. Together, we'll use your financial information and ongoing conversations to understand what's happening, work through decisions, and adjust your approach as your practice evolves.
What your partnership includes:
Weekly transaction categorization and monthly reconciliations
Monthly financial reports with personalized insights
Monthly one-on-one financial strategy meetings
Ongoing Profit First guidance and account optimization
Customized financial systems that evolve alongside your practice
Email support between meetings
Collaboration with your tax professional and payroll provider
Essentials Suite
bookkeeping + quarterly reporting
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Essentials Suite gives you reliable bookkeeping and quarterly financial reporting without ongoing 1:1 financial guidance.
Your books stay current and organized, and each quarter you'll receive a PDF financial report to help you stay connected to what's happening financially in your practice.
MoneyMind Sync
steady support, quarterly guidance
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MoneyMind Sync gives you ongoing support throughout the year, with dedicated time each quarter to step back, review what's happening financially, and talk through what's next.
Your bookkeeping stays current, your Profit First system continues to support your goals, and our quarterly conversations give you space to adjust as your practice evolves.
What your partnership includes:
Ongoing premium bookkeeping and monthly reconciliations
Quarterly financial reports with personalized insights
Quarterly one-on-one financial strategy meetings
Continued Profit First guidance and accountability
Ongoing monitoring of your financial systems
Email support throughout the quarter
Collaboration with your tax professional and payroll provider
What my clients are saying
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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.
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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.
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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!
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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!
