Financial clarity 
for therapy practices

I provide boutique accounting and strategy services with a focus on therapy practices to bring calm, clarity, and structure - so that you can grow without guessing.

Feel confident in your numbers

Reduce financial stress

Plan growth with steadiness

If you’ve ever thought…

  • I’m not totally sure if my QuickBooks reports reflect reality…

  • I categorize transactions…but I worry something is still off…

  • My bank balance and my accounting reports don’t always seem to match…

  • I want to take time away, but payroll and cash flow make me nervous…

This may be a sign that you need help.

These can be normal pain points for a successful therapist who may be outgrowing the DIY approach to running the practice.

A steady, supportive approach.

DIY bookkeeping is doable but also stressful and time-consuming.

As you grow, invest in your practice by inviting in an expert to help you with the books.

Here’s how I can help you:

Validate what’s accurate

We confirm your financial records reflect what’s actually happening—so decisions aren’t based on distorted information.

Close the Gaps

We identify where small issues can compound into bigger pain points (coding, timing, missing items) and tighten the system.

Use the numbers to plan

We translate your reports into decisions - so that you can plan hiring, time away, and slower seasons with confidence.

Test the waters with a free financial health check below.

It will only take 5 minutes.

Support that feels calm, clear, and competent.

Therapy practices don’t need more complexity. They need a financial system that feels reliable - especially as payroll and growth decisions get real.

Beyond technical skills, Brigid is incredibly approachable and patient, creating a judgment-free environment where I feel comfortable asking questions and exploring my options. My practice is more organized, financially stable, and preparing for some new future growth. I couldn’t be more grateful for her support and would highly recommend her to any therapist or mental health professional looking for a knowledgeable and compassionate CPA.
— Divya Dodhia, LCSW

Ways I Can Support You

  • Solo Therapists

    You’ll gain peace of mind that your books reflect reality. You also will invest in yourself as a business owner as you learn more about the numbers and how they tie into your practice.

  • Growing Practices

    Your systems will work together. Payroll, bookkeeping, and reporting will be aligned so that QuickBooks and ADP support your growth instead of creating friction or stress. You’ll move from reactive corrections to proactive and structured oversight.

  • Scaling Practices

    You’ll use financial data to make deliberate growth decisions. Hiring, compensation, and expansion will be modeled before they happen - so that your practice grows with intention, not guesswork. And your confidence will grow as your decision-making rooted in data yields the results you want.

 How It Works

1

Book a quick call.

We’ll discuss what feels uncertain and what you want to be true. This will helps me learn more about your pain points.

2

Complete a structured scoping diagnostic process to assess goodness of fit.

I’ll step you through a simple process to get an understanding of your practice size, complexity, and numbers. I’ll share what tier may be the best fit and why.

3

Decide on the tier that works for you.

I have solutions designed for therapists who want to find peace of mind, clarity, and confidence. Let’s explore if my solutions fit your needs.

Therapist-focused financial support, built for real life

I work exclusively with mental health therapy practices. My role is to help you feel confident in the numbers behind your work - so that you can grow with steadiness, pay your team reliably, and plan time away without anxiety.