The Jumpstart

Best for: a solo mental health professional who wants the setup plus their first three months done, so they start current instead of behind.

Custom QuickBooks Online setup for your practice
A chart of accounts built specifically for mental health practices
Two accounts connected - two bank accounts, or one bank account and one credit card
One 15-minute call to connect your bank and credit card accounts
Need more than two accounts? Each additional account is $500
A 30 minute review & handoff call: we confirm everything is set up correctly and walk through your day to day routine.
Three full months of transactions categorized and posted in QuickBooks
Payroll posted for those three months, plus a journal-entry template you copy each pay period (solo practices)
Custom bank rules created so future transactions categorize themselves
Your full vendor list created and imported
Bank and credit card accounts reconciled
Bonus #1 (FREE): A printed welcome kit mailed to your door, with reference and how-to guides ($97 value)
Bonus #2 (FREE): Access to exclusive training videos available nowhere else ($149 value)
Bonus #3 (FREE): 60-day access to MAB's knowledge base, including videos ($99 value)