THE CPA FOR PSYCHOTHERAPISTS

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.
Request your 30-minute discovery call to share with us what’s important to you

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:

Grow & Manage Stage

Get guidance on the tools you need so you can enjoy financial freedom.

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
Financial Management Tools
Tax Management Tools
Wondering which financial wellness tools are best suited for your needs?
Check out our business journey blog

Our certifications and membership

WHAT OUR CLIENTS ARE SAYING

Learn about our new Business Mentoring program

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.