A plan tailored just for you.
Each plan is crafted to meet the unique needs of therapy practices, from solo practitioners to mid-size clinics.
They can be customized to fit your exact requirements, providing tailored support for your growth.
What you get
Monthly HIPAA-compliant bookkeeping
Financial confidence checklist
Profitability & benchmark reporting
Quarterly “Understand Your Numbers” video review
Year-end tax optimization
Tax filing + estimates with video review
Financial goals & KPI check-ins (bi-annual)
Support
Dedicated bookkeeper
Secure client portal messaging
Best for: Owners who want reliable financials and peace of mind without ongoing advisory
What you get
Bi-weekly bookkeeping
Monthly financial video reviews
Quarterly financial goals & KPI tracking
Annual expense analysis
12-month growth planning
Plan-vs-actual performance reviews
Annual tax strategy call
Support
Advisor check-ins each quarter
Enhanced portal support & guidance
Best for: Practices ready to actively improve margins and performance
What you get
Weekly bookkeeping
Monthly strategy & performance reviews
Cash flow confidence checkups
Ongoing growth planning & execution support
Payroll management & compliance oversight
Vendor payments & reimbursement dashboards
Support
Unlimited access to your tax expert
CFO-level guidance year-round
Best for: Owners who want a hands-on financial partner and zero guesswork
Foundation
For practices that want clean books, compliant taxes, and clarity
Growth Support (Most Popular)
For practices focused on improving profitability and decision-making
Everything in Foundation, plus:
Full Partnership
For owners who want a proactive financial partner
Everything in Growth Support, plus:
How to Choose the Right Plan
Foundation
You want:
Clean, compliant books without having to think about the details
Primarily need confidence in your numbers, not ongoing strategy
Prefer a “handled for me” approach with minimal touchpoints
Growth Support
You want:
To actively improve profitability and make better decisions
Regular insight into what’s working (and what’s not)
Guidance, but don’t need a full-time financial partner
Full Partnership
You want:
A proactive advisor involved in financial decisions year-round
To understand more about cash flow, growth planning, and execution
All your financial needs handled by one firm
What It’s Like to Work With Us
1. Book a Call
We start with a conversation to understand your practice, where things stand today, and what you actually need — not a one-size-fits-all pitch.
2. Receive a Customized Proposal
After the call, you’ll receive a tailored proposal with clear package options.
Each package can be adjusted to include or exclude exactly what you need — meeting you where you are right now.
No bloated bundles. No paying for things you don’t need.
3. Onboarding Call (We Set Everything Up Together)
Once you move forward, we schedule a live onboarding call to:
Set up systems and access together
Walk through workflows and expectations
Answer questions in real time
No email ping-pong. No guessing what to do next.
4. We Handle Catch-Up & Ongoing Financial Work
If there’s cleanup or catch-up work needed, we take care of it first.
From there, we fully take over the ongoing financial work based on your plan — so nothing falls through the cracks.
5. Clear, Consistent Insight
You’ll receive regular financial insights tailored to your plan:
Easy-to-understand summaries
Video or live reviews
Focus on what matters most for your practice
No jargon. Just clarity and confidence.
6. Ongoing Support When You Need It
You’re never left wondering who to contact:
A dedicated bookkeeper who knows your practice
Advisor support based on your plan
Secure portal for communication and document sharing
Support is structured, responsive, and predictable.
7. We Grow With You
As your practice evolves, your support can evolve too.
Services scale with complexity
Advisory depth increases as needed
Packages can be adjusted over time
We’re here for the long term — not a quick transaction.
Month-to-Month, No Long-Term Contracts
We work month-to-month because we believe in the value of our work.
If at any point you feel it’s not the right fit, just let us know.
No long-term commitments. No pressure. Just results.
Frequently asked questions
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We will work with you to customize the plans above to meet your needs and your budget. You will be billed a monthly flat rate each month we provide our services.
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Yes! Agreements are month to month, you will never be locked into a contract.
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Getting professional help not only ensures your practice is compliant and gives you visibility into your performance... it frees your time to focus on what you are an expert in. It gives you relief, peace of mind and financial security.
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We work best with practice owners who want to modernize and digitize their business, and those who are ready to let go of the financial and operational burdens that are sapping their time.
We are not a good fit for anyone who prefers "old school" processes and is not yet ready to part with pen and paper.
Get Started Today
Ready to learn more about how Focal Point Bookkeepers can support your practice?
Contact us today and let’s start a conversation about how we can help you achieve financial peace of mind and increase your positive impact on the world.