You went into practice to help people — not to lie awake wondering if your books are right. So here’s my promise: I watch all of it, and the moment something needs you, you’ll know — in plain language, with my recommendation already attached.
Clean, current books mean problems get caught while they’re still small — not in April, when it’s too late.
No report dumps, no going quiet for months. When something needs a decision, you hear from me — fast, in plain language.
Every quarter we step back and read what your numbers are telling you — clarity that changes a decision, not just a spreadsheet you file away.
The Practice Financial Health Scorecard
Answer a few quick questions and get an honest read on where your practice stands financially — plus the areas most worth your attention. About two minutes, no cost.
Take the scorecardTakes about two minutes — and you’ll know exactly where you stand.
You’re seeing clients and the books need to be clean, accurate, and off your plate — with taxes handled right the first time.
Revenue is growing, you’ve made (or are weighing) the S-corp election, and tax strategy needs to happen year-round — not just in April.
Multiple locations, real estate, an acquisition or exit on the horizon — decisions that need CFO-level modeling and a real partner.
Most accountants treat a healthcare practice like any other small business. I don’t — the packages, planning rhythm, and tax expertise are built around how your practice actually runs: insurance billing, W-2 vs. 1099 clinicians, S-corp timing, real estate.
We work best when there’s alignment — on values, on communication, and on how a healthy financial relationship should feel. The first conversation is about determining that fit, both ways.
Every package includes monthly bookkeeping, payroll oversight, business tax return, and personal tax return for the owner. The difference is how proactive the strategy and advisory get as your practice scales.
Clean books, taxes handled right, monthly financial review. For solo and small practices that need everything covered without the bells and whistles.
See full details →Everything in Essentials, plus the proactive tax strategy and advisory that pays for itself many times over. For practice owners who want a financial partner.
See full details →Fractional CFO-level partnership. For larger practices, multi-location operations, or owners planning a sale, expansion, or significant growth.
See full details →Also offering individual tax preparation as a standalone service. Learn more here.
Start with a 20-minute consultation. We’ll talk through your practice, identify immediate opportunities, and you’ll get a clear up-front price before signing anything.
A few quick questions so we come prepared to your call.
Choose a 20-minute window from the calendar.
We’ll discuss your situation and provide an upfront price.
Absolutely. There’s no judgment here — life happens, practices get busy. Cleanup work is something I do regularly, and it usually starts with one conversation about where things actually stand. From there, we make a plan to get caught up and keep it from happening again.
Yes. One of my biggest frustrations with this industry is when clients can’t reach their accountant. If you email or text me, you’ll hear back within 24 business hours — usually much faster. Communication is part of the service, not an afterthought.
No. TrueBalance Financial is a fully virtual firm serving therapy and healthcare practices across the United States. We work together over Zoom, email, text, and phone — same level of responsiveness whether you’re across town or across the country. The only requirement is that your practice is based in the U.S. so we can handle your federal and state taxes properly.
Flat monthly fees based on the package that fits your practice. After our consultation, you’ll get a clear upfront price — no surprises, no hourly billing for ongoing work. If something comes up that’s outside our agreement, I’ll quote it before doing the work.