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BOOKKEEPING CHALLENGES?

Keeping your books organized shouldn't add stress to your busy schedule. I have a strong understanding of the bookkeeping needs of therapists, thanks to my firsthand exposure to the profession, and I enjoy helping professionals gain clarity and confidence in their finances. I'd be happy to provide a free consultation to discuss your bookkeeping needs, whether you're a therapist or in another field.

Tick anything that sounds like you. There are no wrong answers, and it takes about 2 minutes.

What gets in the way? (tick any)

I don't know where to start

I put it off until tax season

My receipts are missing (or in a box somewhere)

My personal and business expenses are mixed together

My bank accounts haven't been reconciled in a while

What would you love? (tick any)

More time for clients and less on admin

A stress-free tax season

Knowing whether I'm actually making enough

Income I can plan around

Peace of mind about the money side

What worries you? (tick any)

Owing taxes I didn't plan for

Being audited

Finding out I'm less profitable than I thought

Making an expensive mistake

Not setting aside enough for taxes

Your name

*

Email

*

Phone (optional)

Where is your practice?

*

A

Canada

B

United States

How is your practice set up?

*

A

Sole proprietor

B

Incorporated (a professional corporation)

C

I work out of a clinic or collective (paid monthly)

D

Not sure

How far behind are your books?

*

A

They're up to date, I just want help from here on

B

A few months

C

Most of this year

D

1 to 2 years

E

More than 2 years

F

I've never really kept books

What do you use today? (tick any)

Jane

Klarify

Owl Practice

SimplePractice

Wave

QuickBooks

A spreadsheet

A shoebox of receipts

Something else