Free · 20 minutes · No pressure

Your free Practice Money Review

A relaxed 20-minute call about your practice's books. You'll leave knowing where your numbers stand and what to fix first, whether you hire me or not.

Where you standA plain-English read on the state of your books right now.
What to fix firstThe 2–3 things costing you the most clarity or money.
A clear priceIf you want help, you'll know exactly what it costs before we hang up.

Pick a time that works for you

Times are shown in Central Time. You'll get a calendar invite with a video link right away.

Calendar not loading? Open the booking page in a new tab or email mason@new-braunfels-bookkeeping.com.

What we'll cover

  1. How your money flows todayWho handles the books, what you use (SimplePractice, TherapyNotes, Headway, Alma), and your mix of insurance and private pay.
  2. A quick look, only if you're comfortableYou can share your QuickBooks screen for a few minutes. I never need your login, and never anything from your EHR or client records.
  3. What I'm seeingTwo or three specific things in plain language, like unmatched insurance deposits or a missing tax set-aside.
  4. What I'd recommendA few fixes you can do yourself, or the Calm Books Plan with an exact price. Your call either way.

This is a great fit if you…

  • Run a solo or group practice with up to 5 clinicians in Texas
  • Can't easily say what you took home last month
  • Get paid by insurance panels, platforms, private pay, or a mix
  • Are behind on your books, or dread tax season

Probably not a fit if you need…

  • Insurance billing or claims follow-up
  • Tax preparation (I'll happily refer you to a CPA)

Nothing to prepare. If you'd like to get the most out of it, have QuickBooks open. Please don't share anything with client names on screen.

Founding Practice Program

I'm taking on 5 founding practices with rates locked for 12 months and up to 6 months of catch-up included. Spots are offered in the order reviews are booked.

Pick my time

Gruene Bookkeeping Co. provides bookkeeping and financial recordkeeping services only. We do not provide tax preparation, tax advice, auditing, or assurance services.