Done-for-you bookkeeping from the firm that works with 300+ private practices and nothing else. Clean books by the 30th. The exact dollar figure to set aside before each quarter. And a real human who knows your name.
You'll get a straight answer, including "you don't need us yet" if that's the truth. No obligation to book anything.
Answer 5 quick questions and find out, along with roughly what it would cost you.
These are real things therapists have said to us on the phone in the last few months. See if you recognize yourself.
None of that means you're bad at business. It means you were handed a second full-time job you never trained for, and you've been doing it alone, at night, between clients.
Most practice owners ask what an accountant costs. The better question is what the current setup is quietly costing you every year.
Once your practice nets roughly $50k to $100k, an S-corp election saves in the range of 6% of net income in self-employment tax. Miss the election window and that saving is gone for the whole year. We hear "my tax preparer should have told me that a year before" constantly.
Skip or underpay quarterly estimates and the IRS charges interest on the shortfall. Most owners find out from a letter, months later, when it's already accrued. It's the single most common reason people call us.
Supervision fees. Consultation groups. CEUs and certification training. EHR subscriptions. Licensure across multiple states. A good generalist isn't a bad accountant. They just don't know to ask, and you don't know to tell them.
Categorising transactions you don't fully understand, in software that intimidates you, on the one evening you had free. At your own session rate, a few hours a month of that is the most expensive line item on this page.
We're not a general accounting firm with a therapist page on the website. Every client we have is a therapist, psychologist, counselor or wellness practitioner. Here's what that actually changes.
SimplePractice deposits, insurance clawbacks, supervision fees, associate comp splits, PC versus PLLC, reasonable salary. You won't spend the first six months teaching us your business on your own dime.
"I love that you're specialized. There's a lot of weird, unique stuff that comes up running a therapy practice."Your bookkeeper and your tax advisor work at the same firm and talk to each other. You are never the messenger carrying conflicting answers between two people who've never met.
"That's what I came into this hoping for. A CPA and the bookkeeper in house, working together."You get the same person, every time, who remembers your practice. Not a rotating support bench where you re-explain your situation and get a slightly different answer each round.
"You're always talking to a different person, so I'm always getting different answers."If an S-corp won't pay for itself yet, we say wait. If your bookkeeping genuinely takes you fifteen minutes a month, we'll tell you not to pay us to do it. We would rather lose the sale than sell you something you don't need.
"Even already, you all are so much more on top of things. It's wild."Every quarter you get the federal and state figure to set aside, plus plain instructions for how and when to pay it. The April surprise isn't bad luck. It's a missing system, and this is the system.
"The ultimate goal is just knowing that all these things are taken care of, and I don't have to."A monthly profit and loss in plain English, delivered by the 30th of the following month. Not a 14-tab export. What came in, what went out, what's yours, what's the tax man's.
"I love getting monthly breakdowns of my income, expenses, net income, and what to save for taxes."If you're shopping around, these are the two names you're most likely weighing us against. Both are legitimate choices, and for some practices they're the better one. Here's the honest difference so you can work it out before you talk to anybody.
| Heard | GreenOak | Wellness Fi | |
|---|---|---|---|
| What it is | A software platform built for therapists | A boutique accounting firm for therapists | A boutique accounting firm for therapists |
| Who you work with | A shared support queue | A team of specialists, with a primary contact on higher tiers | A named bookkeeper and a named tax advisor, the same two people every time |
| Books and taxes | Tax prep is commonly handled outside the platform | Tax prep is typically arranged as a separate engagement | Same in-house team does both, so nobody is caught in the middle |
| Signature approach | Automation and self-serve tooling | The Profit First cash-management method | Plain-English monthly reporting plus proactive tax strategy |
| Software | Their own platform, your books live inside it | QuickBooks Online | QuickBooks or Xero, and we fit into the stack you already use |
| Pricing | Published, and the lowest of the three | Custom quote, not published | Published, from $218/month |
| Commitment | Subscription | Engagement-based | Month to month, no long-term contract |
| Best fit for | Brand new, simple, price is the top priority | Owners who specifically want Profit First, or heavy group-practice CFO coaching | Owners who want one team on books and taxes together, with the price upfront |
You're just starting out, your finances are genuinely simple, and cost is the deciding factor. For a brand-new solo practice, an inexpensive self-serve tool can be exactly enough. If that's you, you may not need us yet, and we'll say so.
You specifically want Profit First implemented and coached, or you're a larger group practice looking for deep compensation and profitability coaching. They've built real depth there and they're a well-regarded firm. We'll happily tell you so.
Pick the cadence that matches your practice. You can change it later, and you can leave any time.
For practices with regular transaction volume who want to see their numbers every month.
Month to month. Cancel any time.
For lower-volume practices, or owners who'd rather review the books four times a year than twelve.
$240 / month if you're already an S-corp. Billed monthly, books delivered quarterly.
Tax filing normally sits inside your monthly price, spread across the year instead of landing as one bill in April. If you'd rather keep the preparer you already have, we take it back out and hand them clean books.
Not sure which line you're on? The fit check works it out for you.
You will never be blindsided by a tax number again. Every quarter we hand you the federal and state figure to set aside, in plain English, with instructions for how and when to pay it. That's the whole job. If you're ever surprised by a bill we could have seen coming, we've failed at the thing you hired us for.
And you're never locked in. No annual contract, no cancellation fee, no minimum term. We're month to month on purpose, because a relationship that has to keep earning its place is a better relationship. If we're not doing the job, you leave.
And we'll tell you when the answer is no. The fit check will say "you don't need us yet" if that's the truth, and so will Mark if you get on a call. We would rather lose a sale than take money from a practice that isn't ready to get value back.
"As a psychologist, I learned many things in school, but almost nothing about the financial end of running a private practice. They've been encouraging, patient and generous with their time. They've saved me time and money, and the anxiety of wondering if I was doing the financials right is gone. I really wish I'd known about them when I started."
"It initially looked like I was going to owe a ton in taxes, but they took the time to ask a lot of questions to make sure every tax reduction opportunity was checked. They significantly lowered my taxes. They understand therapists and speak our language, which makes such a huge difference."
"Wellness Fi has helped me move from clueless about my practice finances to squared away, month after month. Patient, timely, and easy to understand. And I'm super happy with my tax returns."
"I'd been doing my own bookkeeping for years and working with an accountant at tax time. Having people who understand the therapy industry and self-employment tax scenarios makes all the difference. I feel like I have on-demand consultants for decision making in my practice."
"I'm great at therapy but, in spite of my business undergraduate, I can't do it all. They have consistently over-delivered in terms of value. Their reports and services are professional, accurate and timely, even in times of stress. I recommend them without reservation."
"If you are a wellness professional, don't even think twice. I felt like a fish swimming out of water as a wellness professional before I started working with them. Now I feel confident, supported, and I am saving money."
Five questions about your practice. You get a straight answer on whether we're a fit and what it would cost, on screen, right away. From there you can book a call, or just text us the one thing you actually wanted to know.
We securely connect to your bank and your EHR, review your existing records, and flag any cleanup needed before we start. There is no shoebox of receipts to type up. That's the entire point.
Your accounts get reconciled, your reports arrive on time, and your tax estimates land before the quarter, not after it. You go back to seeing clients.
Whether we're right for your practice, and roughly what it would cost. No call needed to find out.
This tells us whether you actually need us yet.
Gross revenue, before expenses. A ballpark is fine.
Catch-up work is priced separately, so we'll show it as its own line.
If you're not sure, pick "not sure." That's a normal answer and we'll work it out on the call.
Most of the mess we untangle comes from a bookkeeper and a tax preparer who never speak to each other. Keeping both under one roof is usually the difference.
Add your details and your result appears straight away. We'll email you a copy to keep.
No spam and no sales sequence you can't get out of. We'll send your result and, at most, a short follow-up.
We could sell you a monthly plan today, but at your stage it wouldn't earn its fee back. We'd rather tell you that and have you come back when it does.
Here's what we'd actually do in your position:
When you have regular business expenses, or you cross about $50,000 in net income, that's the moment to call us. If you'd like a 20 minute conversation before then to make sure you're set up right, we're happy to do it at no charge.
This is an estimate based on five questions, not a quote. We confirm your exact price on the call, and if we're not the right fit we'll say so.
Take the fit check and you'll see your number straight away. Prefer to just talk to someone? Grab a time with Mark, or send us the question and skip the call entirely.
No slide deck. No pressure. No obligation.
Rather just call? 844-401-3840.