Financial Health Assessment for Therapists

Your clients trust you with something deeply personal.
Your finances deserve that same level of care and attention.

The Financial Health Assessment is a personalized, one time review of your therapy practice finances. Lorin will look at your actual numbers, score the overall health of your books, and hand you a clear, prioritized action plan so you know exactly what is working and what needs attention.

One-time investment: $100 =
Clarity, confidence, and a clear next step. 💚

Financial Health Assessment for Therapists
$100.00

Your clients trust you with something deeply personal. Your finances deserve that same level of care and attention.

The Financial Health Assessment is a personalized, one time review of your therapy practice finances. Lorin will look at your actual numbers, score the overall health of your books, and hand you a clear, prioritized action plan so you know exactly what is working and what needs attention.

What you get

Financial health Score

Your unique financial health score based on your financial data. This health score is meant to give you real feedback on the areas you are doing well and the areas that might need attention.

A financial health check scorecard for Sadie's therapy practice in 2025, reviewing categories like account setup, categorization accuracy, bank feed health, income tracking accuracy, expense tracking, unusual activity, owner’s pay, liabilities, receipt documentation, and tax readiness, with scores ranging from 1 to 3 and a total score of 21, graded as B.

Action Plan

A summary of items that I have put into priority order. You will be able to see exactly what you are doing well to the items that I would suggest fixing before the end of the year.

A spreadsheet with categories related to financial or tax planning, including sections on what's working well, areas needing attention, urgent items before tax season, and potential tax savings, each with bulleted points.

Benchmark snapshot

Using your financial, I will show you how your expenses compare to your income with your profit ratio and provide a short explanation of what that means to your practice. I will also use your financial data to give you an estimate of what your session rates should be based on your average monthly expenses.

Screenshot of a financial report titled 'Therapist Benchmark Snapshot' showing profitability ratio, session pricing calculation, and related analysis.

Our Process

Select the “Get Started” button to purchase your Financial Health Check.

ONE

You will receive a Welcome email with a request for some information.

TWO

Once the information request is completed, you should expect your financial check within 10 business days.

THREE

Financial Health Assessment for Therapists
$100.00

Your clients trust you with something deeply personal. Your finances deserve that same level of care and attention.

The Financial Health Assessment is a personalized, one time review of your therapy practice finances. Lorin will look at your actual numbers, score the overall health of your books, and hand you a clear, prioritized action plan so you know exactly what is working and what needs attention.

Limited Enrollment

Limited Enrollment

Photo of Lorin, Founder of OpenBooks Accounting -  A woman with shoulder-length wavy brown hair and blue eyes wearing a white collared shirt and an olive green blazer, smiling in front of a bookshelf filled with leather-bound books.

Click the button below to purchase your Financial Health Check. Once received, I will be contacting you shortly with the information needed to get started.

Ready to start your health check?

Financial Health Assessment for Therapists
$100.00

Your clients trust you with something deeply personal. Your finances deserve that same level of care and attention.

The Financial Health Assessment is a personalized, one time review of your therapy practice finances. Lorin will look at your actual numbers, score the overall health of your books, and hand you a clear, prioritized action plan so you know exactly what is working and what needs attention.