Full Catch-Up

Best for: A psychiatrist who's fallen behind and needs to be completely caught up, reconciled, and ready to hand clean financials to their accountant.

Custom QuickBooks Online setup for your psychiatry or mental health practice
A chart of accounts built specifically for solo psychiatry practices
One 30-minute call to connect your bank and credit card accounts
A brief walkthrough of how to handle the day-to-day going forward
A 15-minute review call to confirm everything is set up correctly
A printed welcome kit mailed to your door, with reference and how-to guides
Access to exclusive videos available nowhere else
Custom bank rules created so future transactions categorize themselves
Your full vendor list created and imported
Extra customization tailored to how your practice actually runs
Up to six months of transactions posted and categorized
Bank and credit card reconciliations completed for the full period
Full financial statements delivered (Profit & Loss and Balance Sheet)
A complete, books-caught-up handoff so you're ready to move forward with confidence
Three monthly check-in calls (30 minutes each)
120-day access to MAB's knowledge base, including videos