The Six Month Catch Up

Best for: a solo mental health professional who's fallen behind and wants six months of bookkeeping done by someone who works only with practices like theirs.

Custom QuickBooks Online setup for your practice
A chart of accounts built specifically for solo mental health practices
Two accounts connected - two bank accounts, or one bank account and one credit card
Need more than two accounts? Each additional account is $1,000
One 15-minute call to connect your bank and credit card accounts
A 30 minute review & handoff call: we confirm everything is set up correctly and walk through your day to day routine
Up to six months of transactions posted and categorized
Payroll posted for all six months, plus a journal-entry template you copy each pay period (solo practices)
Bank and credit card reconciliations completed for the full period
Full financial statements delivered (Profit & Loss and Balance Sheet)
Custom bank rules created so future transactions categorize themselves
Your full vendor list created and imported
Six months of clean, reconciled books handed off, so you're ready to move forward with confidence
Three monthly check-in calls (30 minutes each)
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): 120-day access to MAB's knowledge base, including videos ($199 value)