Services

You became a therapist to help people — not to manage spreadsheets. I handle the financial side of your practice so you can stay focused on what matters most to YOU!

Monthly Reconciliation

Insurance reimbursements, out-of-pocket payments, sliding scale fees — your income is anything but simple. I reconcile every transaction each month so your records are accurate, organized, and never a source of dread come tax season.

Income & Expense Tracking

Know exactly where your practice stands financially — without having to become a numbers person. I track every dollar in and out, so you always have a clear picture of your practice's health and can make confident decisions about your caseload, your fees, and your future.

Financial Reports

Straightforward reports delivered each month — no jargon, no overwhelm. You'll know your income, your expenses, and your profit at a glance, so tax season feels like a handoff, not a scramble.

Catch-Up Bookkeeping

Just launching your private practice? I'll help you build the right financial foundation from the start — so you're never playing catch-up later.

Behind on your books? No judgment here. I'll get your records organized and current — whether you're a few months or a few years behind — so you can move forward with a clean slate.

I work alongside your CPA or tax preparer to make sure everything is organized, categorized, and ready to go — so tax season costs you as little time and money as possible.

New Practice Set-up

Tax Season Coordination

Simple,
Transparent Pricing

Foundation
$225/mo

For new practices keeping it simple

· Up to 75 transactions/month

· Monthly categorization & reconciliation

· Monthly P&L report

· Therapy-specific chart of accounts setup

· Email support (48-hr response)

· Year-end records package for CPA

Balanced
$400/mo

For the established solo practice juggling insurance and self-pay

· Up to 150 transactions/month

· Everything in Foundation, plus:

· Insurance reimbursement tracking & reconciliation

· Deduction-ready expense categorization (CEUs, supervision, home office, licensing)

· Quarterly estimated tax calculations + state filing support

· Quarterly 30-min review call

Growth
$575/mo

For practices ready to level
up with more guidance

· Everything in Balanced, plus:

· Monthly 30-min strategy call

· Cash flow planning & projections

· Priority email support (24-hr response)

"I have always been impressed by Jennifer's accuracy, communication, and professionalism. She handles financial details with care and consistently meets deadlines. She’s dependable, detail-oriented, easy to work with, and brings a high level of integrity to everything she does. Highly recommend working with her!"

S. Cook

★★★★★

"Working with Balanced Bookkeeper
means partnering with a professional who possesses exceptional attention to detail. Integrity and dedication are at the core of everything they do. I have complete trust in their services because of the strong leadership behind the brand."

★★★★★

N. John

Testimonials

Stay Informed

Get tips and updates straight to your inbox