Focused Financial Support
Get help with the financial challenge you're trying to solve.
Personalized financial guidance for therapy practice owners who need help with a specific challenge—without committing to ongoing support.
Choose the session that best fits where you are today
Financial Foundations Design Session
Your books are only one piece of the puzzle.
Design financial systems that support the practice—and life—you want to build.
In one personalized strategy session, we'll look at how you're currently managing the financial side of your practice, identify what's working and what isn't, and determine what needs to change.
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This session gives us the opportunity to step back, evaluate what's working and what isn't, and begin designing a financial system that supports your practice and your goals. You'll experience the same approach I use with ongoing clients—just in a focused session.
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Most practice owners don't intentionally design the financial side of their business. They build it one decision at a time.
As your practice grows, those decisions often become a collection of disconnected tools, workflows, and habits that make managing your finances feel more complicated than it needs to be.
The Financial Foundations Design Session is a personalized strategy session where we'll step back, look at how you're currently managing the financial side of your practice, and identify what needs to change.
You'll leave with...
✔ A personalized Financial Foundations Design specifically for your practice
✔ An assessment of your current financial systems, including what's working and where things aren't working as well as they should
✔ Clear priorities so you know what to focus on first instead of trying to fix everything at once
✔ Recommendations tailored to your goals, whether you're improving cash flow, strengthening profitability, preparing for growth, or creating more financial stability
✔ A documented action plan you can begin implementing immediately
✔ Answers to your biggest financial questions, with guidance specific to your practice—not generic advice. -
A 2.5-hour personalized strategy session, plus your customized Financial Foundation Roadmap and practical next steps.
$795
Quickbooks Troubleshooting Call
Get unstuck without hours of searching for answers.
For practice owners who need expert help resolving a specific QuickBooks Online question or issue.
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This isn't a QuickBooks tutorial.
It's dedicated time to work through the specific issue that's keeping you stuck. We'll troubleshoot your QuickBooks Online together, answer your questions, and help you understand not just what to do, but why it matters.
You'll leave with practical solutions you can implement immediately and a better understanding of how to manage it going forward.
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A focused 30-minute troubleshooting session.
$75
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Examples of issues we can fix together in these calls:
Create and save custom financial reports
Linking bank accounts
Linking credit cards
Reconciliation issues
Storing receipts
Recategorizing expenses to the right category
Editing categories (Chart of Accounts)
**Not for payroll related questions
