Bookkeeping Built for Therapists · Texas
Stop guessing what your practice actually makes.
I do your books every month, send your Take-Home Report by the 15th, and review your profit every quarter so you keep more of what you earn. About 10 minutes a month from you.
Built for full-time solo practices ready to stop guessing.
QuickBooks Online Certified ProAdvisor · B.S. in Accounting · Replies within 1 business day
Your Take-Home Report · Sample
You kept this month
$6,840
Steady Paycheck
$6,667/mo
Cash Cushion
3.0 months
In your inbox by the 15th, every month.
Sound familiar?
You're fully booked, but you still can't say what you actually made.
You spend your days holding space for other people. Your practice's money shouldn't be one more thing you take home with you at night.
Bookkeeping Built for Therapists
Not generic small-business bookkeeping. One plan built around how a therapy practice actually runs, in four parts.
01
Catch-Up & QuickBooks Setup
First 30 daysBooks caught up and QuickBooks set up for a therapy practice, within 30 days.
- Done-for-you QuickBooks setup built for therapy practices
- Catch-up of up to 6 months, every account reconciled
- Business and personal money untangled, so your numbers are true
- Your Practice Money Blueprint: a 12-month look at your practice, walked through together
02
Monthly Bookkeeping & Reports
By the 15thBooks done every month, with your Take-Home Report by the 15th.
- Every transaction categorized and every account reconciled, every month
- Your Monthly Take-Home Report by the 15th: what you kept, your Steady Paycheck Number, owner pay and Cash Cushion
- Profit & Loss and Balance Sheet for you and your CPA
03
Quarterly Profit Reviews
Every quarterA 30-minute review every quarter to find wasted money and grow what you keep.
- A 30-minute review call every quarter on your trends and questions
- Found Money Review: recurring charges and creeping fees, flagged for you
- Rate Raise Kit: what a rate increase is worth, a ready-to-send client letter, and the Income Goal Calculator
04
Year-End & Lender Support
All yearYour CPA, your year in review and your next loan application, covered.
- CPA Handoff by January 31
- Practice Year in Review every January
- Lender-Ready Financials when you apply for a mortgage, loan or lease (up to 2 a year)
What lands in your inbox
Your Monthly Take-Home Report
One PDF by the 15th. Read page 1 in 60 seconds; the rest is there when you or your CPA need it.
Page 1 · Take-Home Summary
You kept this month
$6,840
Steady Paycheck Number (before taxes)
$6,667/mo
Owner pay, year to date
$48,500
Cash Cushion
3.0 months
Sample numbers. Plus money in vs. money out compared with last month, and 2–3 plain-English notes on what changed.
Page 2 · Profit & Loss
This month, year to date, and the same month last year.
Page 3 · Balance Sheet
What the practice has and owes at month-end.
Every quarter · Profit Review
Your trends and Found Money Review, walked through together on a 30-minute call.
By January 31 · CPA Handoff
Books closed and a year-end packet sent straight to your CPA.
Everything included
Here's everything you get in year one
✓ Catch-Up & QuickBooks Setup
Done-for-you setup, up to 6 months caught up, your Practice Money Blueprint
$2,100
✓ Monthly Bookkeeping & Reports
12 months of bookkeeping and your Take-Home Report by the 15th
$5,400
✓ Quarterly Profit Reviews
4 review calls with Found Money Reviews, plus the Rate Raise Kit
$1,397
✓ Year-End & Lender Support
CPA Handoff, Practice Year in Review, Lender-Ready Financials
$850
Total year-one value
$9,747
Founding price
$350/month
$4,200 for the year · or $3,500 paid annually
Save up to $2,400 in year one
$1,200 off the standard rate, plus up to $1,200 of catch-up included free
Claim a founding spot5 of 5 spots left · Ends December 15
How it works
About 10 minutes a month from you. The rest is on me.
Step 1 · Today
Free Take-Home Snapshot
Send one month's bank statement. On a 30-minute call you'll see what your practice really took home, whether you hire me or not.
Your time: 30 minStep 2 · Day 1
Setup call
We connect your accounts together and sign your agreement and BAA. You never log in to anything.
Your time: 30 minStep 3 · Days 1–30
Catch-up & setup
Found Money Review in week 1. Books caught up and your Practice Money Blueprint within 30 days.
Your time: answer a few questionsStep 4 · Every month
Your report by the 15th
Answer one short email from me. Your Take-Home Report lands by the 15th, and we review your profit every quarter.
Your time: about 10 minReady for step 1? It's free, and you keep your snapshot either way.
Get your free Take-Home SnapshotYou can't lose
Four promises, in writing
Caught up in 30 days
If your books (up to 6 months behind) aren't current and reconciled within 30 days, your first month's fee is refunded.
By the 15th, or it's free
If your Monthly Take-Home Report is late, that month's fee is refunded.
Clean Books Guarantee
If your CPA finds a bookkeeping error I made, I fix it free and credit that month's fee.
90-day clarity
At your first Quarterly Profit Review, if you can't find last month's take-home on page 1 in under a minute, your next month is free.
Promises apply once I have account access and your answers to any questions by the 10th of each month. Full terms are in your engagement agreement.
Focused on purpose
I do one job and do it well. That's how the price stays flat.
What I handle
- Monthly bookkeeping in your QuickBooks Online
- Bank and credit card reconciliations
- Your Monthly Take-Home Report by the 15th
- Quarterly Profit Reviews, including your Found Money Review
- Recording payroll from Gusto or your payroll provider
- Year-end close, CPA Handoff and Lender-Ready Financials
What I don't do
- Tax preparation, planning or advice. That's your CPA. Don't have one? I can introduce you.
- Insurance billing, claims or payout reconciliation. That's your biller or your EHR's billing service.
- Running payroll. Gusto runs it; I record it correctly.
- Anything that needs your client records. I never need your charts, notes or EHR login.
Your clients' privacy comes first
I work only from your QuickBooks, bank and credit card data, never charts or session notes. Because bank deposits can sometimes include client names, every engagement includes a signed Business Associate Agreement, and client names never appear in your reports.
Who you'll be working with
Hi, I'm Mason.
I kept hearing the same thing from therapists: they love the work, but money is the part of the practice that keeps them up at night. Income that swings month to month, fees they can't track, and no clear sense of what they actually earn.
So I built my bookkeeping practice around one kind of business. I have a bachelor's degree in accounting and I'm a QuickBooks Online Certified ProAdvisor. I work only with therapists and counselors, and I work alongside your CPA, never instead of them.
When you work with me, you work with me. No handoffs, no call center, no offshore team. I'm based in New Braunfels and work with practices across Texas.
Get your free Take-Home Snapshot →
Founding Practice Program
5 founding spots. When they're gone, the price goes up.
Founding practices get $350/month locked for 12 months, with Catch-Up & QuickBooks Setup included. In return, I'd like your honest feedback and, if you're happy, a short testimonial.
5 of 5 spots left · Founding rate ends December 15 · Next onboarding starts November 1
Get your free Take-Home SnapshotAbout 30 minutes · No pressure · You'll leave knowing what your practice took home last month.
Questions therapists ask me
Who is this for?
Full-time solo therapists and counselors who have been in practice for at least a year and want to know what their practice really earns. If you're part-time or just getting started, reach out anyway and I'll point you in the right direction.
How are you different from online bookkeeping services?
You work with one person, every month. Your books stay in your own QuickBooks, so you keep everything if you ever leave. You keep the CPA you already trust. And you get more than bookkeeping: a Monthly Take-Home Report, Quarterly Profit Reviews, a Rate Raise Kit and Lender-Ready Financials.
Do you only work with practices in New Braunfels?
No. I'm based in New Braunfels, but everything is done remotely, so I work with practices anywhere in Texas. Local? We can meet in person.
I use SimplePractice, TherapyNotes, Headway or Alma. Does that work?
Yes. I record your income as it lands in your bank account. I don't split insurance or platform payouts by payer or by client; that stays with your EHR or biller.
Will you need access to my client records or EHR?
No. I work from QuickBooks, bank and credit card data only. Because deposits can sometimes show client names, we sign a Business Associate Agreement before I start, and client names never appear in your reports.
Do you do taxes?
No. I keep your books clean and hand your CPA a year-end packet by January 31. If you don't have a CPA, I can introduce you to one.
What is the Steady Paycheck Number?
It's your practice's average monthly profit over the last 6 months, before taxes, shown next to your slowest recent month. It shows what your practice reliably earns. Your CPA can tell you how much of it to set aside for taxes.
What are Lender-Ready Financials?
Clean, current financial statements for when you apply for a mortgage, car loan or office lease, up to twice a year. They're prepared from your records and unaudited; some lenders require statements prepared by a CPA, so check with yours.
What if I'm way behind?
Catch-Up & QuickBooks Setup covers up to 6 months of catch-up across up to 3 accounts. If you're further behind, I'll give you a flat quote after your free snapshot, before any work starts.
How much of my time will this take?
A 30-minute setup call, then about 10 minutes a month to answer one short email, plus a 30-minute Quarterly Profit Review.
Is there a long contract?
No. Billing is monthly in advance, with a 3-month starting term and then month-to-month with 30 days' notice. If you leave before the 3 months are up, the catch-up is billed at the standard $200 per month caught up.
Not ready to talk yet?
Start with a free 3-minute tool
Practice Money Check
15 quick questions. See how healthy your practice's books are and what to fix first.
Take the check →What Your Books Cost You
See how many sessions it takes to cover a bookkeeper, and how many hours you'd get back.
Run the numbers →