THE CPA FOR PSYCHOTHERAPISTS

Get supportive care year-round, not just at tax time

We love how you care for our communities' mental and emotional wellness; let us care for you. 

By providing routine care on your business finances throughout the year, you give yourself the gift of self-care. And it's a gift that keeps giving!

You've many financial concerns, and some of them are:

A plan to get the peace you deserve

How we help you get there

First, fill out a quick discovery call survey.

First, fill out a quick discovery call survey.

Next, we'll go over the current stage you're in your business journey.

Next, we'll go over the current stage you're in your business journey.

Then, we go through a range of financial wellness options for solving your challenges and helping you achieve your goals.

Then, we go through a range of financial wellness options for solving your challenges and helping you achieve your goals.

After that, we'll send you a proposal to review and sign

After that, we'll send you a proposal to review and sign

Then, we welcome you to our community and kick-start the onboarding process.

Then, we welcome you to our community and kick-start the onboarding process.

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

Group Practice

Questionnaire

Solo Practice

Questionnaire