Practice Desk x OCS
Bookkeeping for Therapists
for providers who hate numbers...but love relief
You're over it.
Sound familiar?
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Where did that $236 for my NASW membership come from? I had no idea it was due this month.
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Why are all my payments due in July? That’s my slowest month!
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Can I even afford a vacation this year? How would I know?
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I have money in my account, but do I need it for taxes? If I spend it, am I screwed?
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I missed my license renewal deadline—again. Now I owe even more.
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My practice is hanging on by a thread. No savings. No plan. I'm terrified.
​No one ever taught you how to keep your books clean or how to budget. You hate numbers. You hate math.
There’s a reason you went into mental health—and it wasn’t so you could sit at your desk on a Friday night, wondering where your money went and how much is coming in.
Business development wasn’t a course in grad school, so you’ve been figuring it out on your own, cobbling together advice from podcasts, Facebook groups, and maybe a coach or two. And still—you avoid it. It overwhelms you.
How Practice Desk x OCS Simplifies Your Books
I’m here to help you get your financial shit together.
I work with solo practitioners who feel buried by under budgeting chaos and bookkeeping clutter.
You’re scared, frustrated, and maybe a little embarrassed—but you also know you can’t keep going like this.
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Here’s what I do for you:
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Bookkeeping Support - I clean up your records, categorize transactions, reconcile payments and insurance remittances, and help you keep the books legit.
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Budgeting - I build a working financial plan: track where every dollar goes, align spending with goals, and plan for "what ifs."
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Expense & Payment Tracking - I monitor insurer payments, flag missing payouts, and help you see where money got lost.
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Structure & Accountability - I set systems, reminders, and checks so nothing falls through the cracks.
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Coaching & Education - You won't just get numbers - you'll get understanding. I teach you how money and mindset intersect.
From Chaos to Clarity
Why bookkeeping and budgeting?
​You've heard it many times:
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But here's the catch: budgets fail if your books are dirty.
Transactions uncategorized, remittances unrecorded, payments missing - all of that undermines your plan.
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So you NEED both.
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I use YNAB (You Need A Budget) and QuickBooks to create a structure that works for your real life.
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You deserve a financial plan that works - with integrity, not fiction.
Bookkeeping tells you what happened.
Budgeting tells your money what to do next.
Accounting tells you what you owe.
Packages
Step one of a bookkeeping and budget overhaul?
Herding the cats
That is what happens in the initial setup.
All packages start with this first step.
Initial Budget Setup: starting at $500 1x/fee
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1 hour Onboarding session to review current needs and goals
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Full review of financial accounts
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Bookkeeping and Budget setup
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1 hour follow-up session to walk through and adjust the completed budget
....and getting them to march in a straight line.
This is what happens for the next 12 months.
A 12-month commitment is required.
Tier One: $200/month
Just the Basics
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Monthly bookkeeping and budget review and maintenance
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Categorization of new transactions
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Adjustments for seasonal shifts or irregular income
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Email support for budget questions
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Monthly summary reports
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Quarterly email check-in with recommendations for change, if any
Tier Two: $350/month
Team Approach
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Everything in Tier One
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Monthly 30-minute review meetings
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Reminders for renewals, upcoming expenses, quarterly taxes, etc.
Tier Three: $500/month
Full Service
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Everything in Tier One and Tier Two
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Weekly 15-minute review meetings
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Annual goal-setting and review session
....with some catnip.
Add-ons:
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Annual Budget Meeting - $250/hour​​*included in Tier Three​
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Personal Budgeting - $150/month
Private Practice Setup
Done for you
Ready to start or relaunch your private practice — but don’t want to waste time Googling every step or risk missing something important?​​
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​​​​​​​I offer Private Practice Setup Services, which can include:
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NPI & EIN registration
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CAQH and insurance credentialing
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Establishing secure financial systems (QuickBooks + YNAB)
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Banking structure + tax-prep readiness
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HIPAA-compliant password system using LastPass
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Guidance on the exact next steps based on your state, insurance model, and goals
This is for the therapist who does not want to piece this together alone — you want it done right, from the start.
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includes up to 2 insurance panel applications
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$50 for each insurance panel application after 2
Heads Up!
QuickBooks, YNAB, your EHR, and any other platform subscriptions are paid directly by you.
I’ll walk you through exactly what to choose and make sure it’s set up correctly — but the cost of the software itself is not included in my setup fee.
Prefer to DIY? Start here.
You don’t have to hire me (yet) — you can start small and still get organized.
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I created two downloadable tools for therapists who want clarity without committing to monthly services:
Perfect if you’re in information overload but still want to stay in control.
Schedule a Free Consultation
You’ve tried to do this yourself. You’ve read the blogs, bought the planners, and still feel overwhelmed.
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​It’s time to let someone else handle it—with care, humor, and zero judgment.
What you get from this work:
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Less anxiety
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More relief
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A sense of control over your money and practice
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Increased confidence in your business decisions
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Real security—not just a “hope and pray” setup
How to Get in Touch
Frequently Asked Questions
Why do therapists need bookkeeping services? Most therapists never learned financial management in grad school. Bookkeeping helps track income, expenses, and taxes so you feel secure and avoid surprises.
What's the difference between bookkeeping and budgeting for therapists? Bookkeeping tracks what already happened. Budgeting helps you plan what’s next. Together, they keep your practice financially healthy.
Is bookkeeping with Practice Desk x OCS HIPAA compliant? Yes. I use secure systems, encrypted storage, and password management tools to protect sensitive client and business data.