THE CPA FOR PSYCHOTHERAPISTS

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Grad school didn’t give you the financial tools to build a sustainable practice?
That’s ok. We got your back!
We protect ambitious psychotherapists' & coaches’ journeys through savvy financial wellness tools.
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  • You've spent a great number of hours training to be excellent at what you do. One key component that’s missing is knowing which financial tools are best for you.
  • There is much noise out there, and it’s confusing to know which route will take you from point A to your destination. 
  • We got your back by understanding where you currently are in your business journey while thinking outside the box to provide you with tools that produce confidence and financial stability.
Request your 30-minute discovery call to share with us what’s important to you
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  • A house needs a blueprint to build a strong foundation. Your business is the same. You need a financial roadmap to guide your journey to your 1- 2- or 5-year goals. 
  • Your financial roadmap will show you where you are, where you're going, and the route you plan to take to get there.
  • Come on board with us as your financial expert. We’ll lay out a plan that clarifies your journey.

Dream & Create Stage

We focus on building a solid foundation to help you confidently start or run your practice. Through our collaboration, we boost your financial confidence by:
  • Identifying the entity structure (Sole Proprietor, LLC, S Corp., etc.) that’s best for you
  • Understanding the language of your business
  • Setting up your business books in the most efficient and effective ways
  • Getting accurate and healthy-decision-driving data; and
  • Understanding your underlying behaviors around money while creating a healthy relationship with it

Grow & Manage Stage

Get guidance on the tools you need so you can enjoy financial freedom.
  • Reviewing your client retention (attendance) rate
  • Discovering your gross profit and considering how to improve it
  • Deep analysis of revenue per therapist
  • Understanding the real health of your business to spot trends and prepare for the future; and
  • Worry-free, money-saving tax planning

Exit Stage

Get expert advice on how to minimize taxes when it’s time to sell or close your business.

Offering savvy financial wellness tools to meet your personal and business needs

Business Management Tools
  • Elevate Your Business Mentoring
  • Business Start-Up Support Program
  • Behavioral Money Coaching
Financial Management Tools
  • Streamlined processes for your accounting system
  • Business planning and strategy
  • Cash flow management and forecasting
  • Effective savings strategies
Tax Management Tools
  • Stress-free, money-saving tax planning and preparation
  • Business entity structure
  • Retirement planning
  • Succession/exit planning
Wondering which financial wellness tools are best suited for your needs?
Check out our business journey blog
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Our certifications and membership

WHAT OUR CLIENTS ARE SAYING

Hiring Felicia Seton as my CPA has given me a great sense of peace and relief for both my personal and business financial needs. She explained things that are overwhelming and complicated by being very supportive. She walked me through the challenging process in a way that is easy to comprehend. As a result of the firm’s collaborative engagement, I’ve been able to build a sound and practical financial plan for my practice.
Christiana A., LMFT
Felicia Seton, CPA, is extremely efficient in her work, which benefits me and my clients greatly in my local practice. Because of her sharp intellect and efficiency, my clients and I have saved a tremendous amount of time and money.
Elizabeth D.
Felicia is very thorough and helped me discover that there were some discrepancies in my articles of incorporation. The collaboration and service that she provided helped me save time and money while reducing headaches. Because of her support and attention to detail, my business is on track and will THRIVE. Do not cut corners when you are dealing with taxes and legal documents. Invest in yourself and your business. You will not regret it.
Guadalupe N., LMFT
Learn about our new Business Mentoring program
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Group Practice

Questionnaire

Solo Practice

Questionnaire

Get the FREE eBook

5 Key Ways to Get More Profit by Knowing and Understanding Your Numbers

Knowing and understanding your Private Practice numbers equates to getting more profit. Most Psychotherapists overlook some core key areas to profitability in their practice. This is an area many Psychotherapists are either overwhelmed by or just don’t have enough time to focus on it.
After reading this eBook, you will have a great sense of direction on how to take your Private Practice to the next financial level to get more profit.