Why We Might Not be a Good Fit for You

We have many years of helping ambitious psychotherapists build successful businesses. We collaborate with our clients to have transformational changes in their practices and lives, and our whole business motto revolves around creating long-lasting relationships.

At the CPA for Psychotherapists, our core values are community, transparency, collaboration, protection, intentional direction, and having fun. These are our values, and here are some reasons we might not be the best fit for you:


 In a study done by the Financial Planning Association, 73% of people with clear financial goals said they had lower stress levels. It has also been found time and time again that businesses that plan and seek professional advice from the outset have a significantly greater chance of being very successful.

Financial wellness is the ability to have a healthy financial life while having the financial freedom to make choices to enjoy life.

Creating the space to use the best financial wellness tools for your goals will affect your overall well-being and happiness, pushing you in a positive direction.

Running a business is lonely at times. We’re at our best in a supportive community. If you want to go in it alone and don’t want someone giving you advice on your personal and business financial wellness, we are probably not the right fit for you. Providing our clients with the best financial wellness tools is essential to creating a sustainable, profitable practice. 


Our foundation is built on open communication that fosters trust. We focus on the “whys” before the “hows.” If you want to get to the “hows” as fast as possible without creating the space to dig into the “whys,” then we are probably not the right fit for you. Digging into the “why” provides the opportunity to give you choices that allows you to enjoy life and work. Focusing on the “hows” without the “whys” creates a vicious cycle of doing the same thing but expecting a different result. 

Our understanding of why you started your practice to your 1-2- or 5-year goals allows us to have a holistic view of your business and financial goals. We believe starting with the end in mind and reminding ourselves why we are doing what we do provide clarity on your dreams and goals, which will allow you to figure out the financial outcomes you’re looking for.

For example, if your goal is to decrease workload to avoid burnout while generating more income, what financial plan will you need to put in place to get there?⁠ Prescribing a solution before an assessment can be detrimental to your financial and mental health. 

On the other hand, providing options for our clients to choose from benefit their well-being and explaining the “whys” give them valuable insights into their business data for smart decision-making.


Building long-lasting relationship is our motto, so you have a place to be yourself. We take a holistic approach to our clients’ financial wellness by meeting monthly or quarterly. 

Annual tax preparation is part of the financial equation, but we have found that our clients love it when we meet with them outside of tax season to provide stress-free, money-saving tax planning in addition to receiving guidance from us on the financial health of their business. We seek long-lasting relationships with our clients and do not provide a one-time tax preparation service. We focus on being proactive and not reactive throughout the year. We are probably not the right fit for you if you are looking for support just during tax season. 

Intentional direction

Creating the space to realize our action begins with direction and is powered with intention. We appreciate living in the moment while looking ahead with our short-term and future goals.

We promise to be timely with you by providing deliverables within stated deadlines. Every psychotherapy business owner’s stress level with financial paperwork varies. We’re compassionate by being empathetic and aware that one shoe size doesn’t fit all. We meet our clients where they’re at by working with you on how to get the financial information/documents we need to provide the best tools to make choices that allow you to enjoy life and work. 

A vital part of providing you with the best financial wellness tools is getting timely information and responses from you. If you don’t have the time to respond to us with the requested data in a defined reasonable time frame, then we’re probably not the best fit for you. 

We want to make life and finances as easy as possible for you. Working together on a reasonable time frame aid in being intentional in the direction you want to take with your finances.

Having Fun

 We enjoy running our business through work-life harmonization. We want the same for you!

Work-life harmonization involves incorporating work into the rest of life to promote happiness both at home and in the business. Reassessing how you integrate your work life into your personal life ensures you’re truly present in whatever place you find yourself.

We promise to be fully present with you during our meetings and not preoccupied with outside distractions. By being fully engaged with you, we can bring our best self and skills forward to support you.

If it is hard to dedicate the energy needed to meet with us at our agreed time slots without distraction, then we’re probably not the best fit for you. As a result of your investment with us, we want to ensure you get the best value during our collaboration.

During our meetings, we not only focus on finances! But we are also interested in hearing activities you love to do outside of work and we share ours as well. After all, we want you to keep looking forward to spending time with us!

If you’re still unsure if we’re the best fit for you and want to explore how year-round supportive care from a financial professional will benefit you, schedule your 40-minute discovery call to share with us what’s important to you by clicking here

 Additionally, if you go through the discovery call and find out that we are not a good fit for you, that’s ok. We won’t be offended! You are in control and have choices to choose the financial direction that works best for you. 

Schedule your 40-minute discovery call to share with us what’s important to you
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