Explore My Packages
Explore my range of services designed to meet you where you and your practice are at.
Less money stress.
✳︎
More clarity.
✳︎
Get paid for your work.
✳︎
Less money stress. ✳︎ More clarity. ✳︎ Get paid for your work. ✳︎
“I just feel better after talking with Sara about finances—relieved really. She helps you feel more equipped and makes it feel more simple and easy to figure this stuff out.”
Erin Kehrier, LCSW, LMSW, Common Current Therapy
Ongoing Monthly Support
📊 Basic Package -
Keep It Simple
A fit for solo practitioners who want to stop doing bookkeeping entirely.
What's included:
● Complete monthly bookkeeping (categorizing, reconciling, reports)
● Quarterly insights via email in plain English
● One annual financial health review call
Investment: Starting at $400/month
🌿 Core Package -
Partnership & Clarity
For therapists who want ongoing financial guidance and decision support.
Everything in Basic, plus:
● Monthly plain-English insights (with video explanations when helpful)
● Quarterly strategy meetings to discuss your numbers together
● Priority email support
Investment: Starting at $550/month
🌟 Premium Package -
High-Touch Support
Tailored to group practices and higher-revenue providers who need intensive support.
Everything in Core, plus:
● Monthly meetings (instead of quarterly)
● Cash flow and accounts receivable reconciliation
● Missing payment identification and follow-up support
● Custom financial dashboards
Investment: Starting at $1,000/month
📦 Add-On Available for All Monthly Packages: QuickBooks Ledger Access
Great for you if you need simple, affordable bookkeeping software
An exclusive version of QuickBooks that meets the needs of most therapists. Only available through accounting & bookkeeping firms. Perfect if you need bookkeeping software but don't want to pay $30-65/month for regular QuickBooks subscriptions.
Investment: $15/month, added to your monthly package
Don’t see what you need?
reach out and I’ll see how I can help.
“Things have been going great with my accounting software, and tax season went smoothly. I am amazed at how fast it goes to reconcile my accounts monthly. I'm so glad I switched to using accounting software rather than spreadsheets. Thank you so much for helping me make that transition -- I couldn't have done it without you.”
Client ME
Software Setup & Training Client
