Therapy for Your Finances:
Tailored Plans to Soothe Your Accounting Needs
Therapy for Your Finances:
Tailored Plans to Soothe Your Accounting Needs
Three Tiered Packages
Solo
Eligibility
✓ Support for sole practitioner private practice
Included Services
✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
Support
✓ Zoom/Phone/Email/Text
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
Growing
Eligibility
✓ Support for practice owners who intend to grow
✓ Support for practice owners with at least one clinician
Included Services
✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Quarterly estimated taxes
✓ Done-for-you Payroll
✓ S-corporation tax return filing
✓ Personal tax return filing
✓ Reasonable Compensation Study (for S-corps)
✓ Customized tax reduction plan
✓ S-corp IRS-compliance package
Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
Established
Eligibility
✓ Support for group practice owners with 7+ clinicians
Included Services
✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Done-for-you Payroll
✓ S-corporation tax return filing
✓ Personal tax return filing
✓ Reasonable Compensation Study (for S-corps)
✓ Customized tax reduction plan
✓ S-corp IRS-compliance package
✓ Monthly CFO Analytics Report
Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
✓ Monthly CFO Calls
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
✓ Quickbooks Online subscription
✓ Gusto subscription
Solo
Eligibility
✓ Support for sole practitioner private practice
Included Services
✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
Support
✓ Zoom/Phone/Email/Text
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
Growing
Eligibility
✓ Support for practice owners who intend to grow
✓ Support for practice owners with at least one clinician
Included Services
✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Quarterly estimated taxes
✓ Done-for-you Payroll
✓ S-corporation tax return filing
Personal tax return filing
Reasonable Compensation Study (for S-corps)
Customized tax reduction plan
S-corp IRS-compliance package
Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
Established
Eligibility
✓ Support for group practice owners with 7+ clinicians
Included Services
✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Done-for-you Payroll
✓ S-corporation tax return filing
✓ Personal tax return filing
✓ Reasonable Compensation Study (for S-corps)
Customized tax reduction plan
S-corp IRS-compliance package
Monthly CFO Analytics Report
Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
✓ Monthly CFO Calls
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
✓ Quickbooks Online subscription
✓ Gusto subscription