Accounting Services for Therapists

Accounting Setup

If you need help getting your accounting setup, either through QuickBooks Online or Xero, I can help get you started.  I will create your accounting system and give you the tools needed to continue the accounting processes on your own.  This is a custom package that can be tailored to your practice's specific needs..

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Monthly Accounting

If you are tired of carving out time to reconcile or just avoiding it all together, I will take this off your plate so that you can focus on serving your clients.

We will discuss the exact services your practice needs monthly to put a custom package together.

Services can include:

  • Bank account reconciliation

  • Maintaining money-in and money-out transactions

  • Weekly Cash Flow Snapshot so you know how much money you can safely spend

  • Virtual call to review financial statements and metrics

  • Quarterly estimated tax updates and payment vouchers

  • Define and maintain monthly Practice Health Checks for practice growth

  • Connecting with tax professional at year end for smooth tax preparation

  • Preparing and filing 1099s, sales tax, and business personal property tax returns.

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Accounting out of control

It usually happens to all of us at some point, but one minute everything was running smoothly then life happens and your books are a hot mess.  There is no shame being in this situation, in fact you can take comfort in knowing that this is one of my favorite projects to work on!  I enjoy taking a puzzle and putting it back together. 

We can take a look at where your books are currently and how I can fix it with either a catch up or clean up.  I will then want to help you put a process in place so that you can maintain your books going forward.

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A woman with curly hair looks confused or frustrated while sitting in front of a laptop. She is indoors with a wooden table, bookshelf, and windows in the background.

the way you show up for your patients is the way I show up for you. With support, clarity, and relief. we go so much further when we’re not doing it alone.

need a simple start?

Grab a copy of my FREE Practice Bookkeeping Tracker to start organizing your money today!

MEET YOUR Accountant

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Lorin Hamilton
Founder and Lead Accountant

With over 15 years of accounting experience, I’ve helped businesses stay financially organized and confident — but my heart is in supporting therapists. I understand how overwhelming the financial side of private practice can feel, especially when it’s not what you were trained for.

My approach is gentle and collaborative. I’ll meet you where you are, simplify the numbers, and help you build systems that feel manageable — so you can focus on your clients, not your spreadsheets.

When I’m not helping therapists find financial clarity, I’m usually crocheting or spending time with my dog, Sadie.

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