Meet The Team - Therapeutic Bookkeeping

Chad

EA (Enrolled Agent) & Head of Tax Department

Hello! I’m Chad! I’m an Enrolled Agent (EA) and Head of the Tax Department at the firm. Prior to being an EA, I pursued Computer Engineering and I was a Finance Manager for 9 years. I can spend all day building computers, building budget spreadsheets, or working on projections and financial analysis!

One of my absolute favorite things to do is Lego build with my kiddos! One of my hobbies includes making homemade mead – which is wine made from fermented honey. I’ve been making my own mead since 2012 and the science behind mead making is fascinating to me. I’m always experimenting with new recipes and ingredients!

I also enjoy Star Wars, Marvel, and playing board games!

Priscilla

Office Admin

Hello! My name is Priscilla and I’m the Office Admin at TBK! I am married to an amazing man who is a Retail Store Manager of a thrift store right down the road from us and we are huge animal lovers! We have two dogs and a cat. Any time we have a chance to take them out with us, we do! I love spending time with family, watching shows, playing card games, going to parks and attending local events that we can do with our fur-babies. We love going out to have a sampling at different distilleries, breweries and wineries (again, with our fur-babies!).

I attended Johnson University in Knoxville, TN, for Non-Profit Business Administration and have completed my bookkeeping certification. I am also Gusto and QBO certified. While I enjoy bookkeeping, my passion involves doing the tedious things that everyone else usually hates to do such as organizing things, repetitive projects, filing, data entry, numbers and more. I cover the administrative tasks such as project management, cloud organization, file management, research, invoicing/reports, SOP’s, calendar management and more!

Amanda

Bookkeeping Professional

Hello! I’m Amanda! I’m a Bookkeeping Professional and QuickBooks Online cleanup Ninja at TBK!

I’m a girl-Mom of two who enjoys being outdoors (although I hate bugs) and going on hiking adventures with my family. I enjoy working with numbers and puzzles which is part of the reason I was drawn to bookkeeping, but before TBK I worked at a dental lab for 9 years. While there, I did bookkeeping for a different, small dental lab for over a year and found my calling!

I enjoy sitting down with a cup of coffee and a puzzle in the mornings, usually with at least one cat and dog next to me. When I do watch TV I love to watch Star Trek, Doctor Who, Star Wars and all things Sci-fi! I also like to read and crochet in my free time. I’ve run two 5K’s and have a goal of doing one a year!

My husband and I dream of having a farm and currently we have a little farm with dogs, cats, goats, chickens, quail, and plans for more animals!

Sarah

Account Manager

Hi, I’m Sarah and I’m an Account Manager here at TBK!

I graduated in 2009 with a bachelor’s degree in Business Management with an emphasis in Finance from BYU-Idaho. For a while I worked at a local gym. While at the gym, I was promoted to night lead and eventually manager where I also worked as member service manager and handled billing and contract cancellations. After this, I really wanted to pursue an area related to my degree which led me to Bookkeeping and Accounting! I feel blessed to be able to be home with my children and have a job that I love!

I was born and raised in Denver, CO. When I graduated high school, I moved to Idaho to attend college at BYU-Idaho. It was there that I met my husband, Craig. We have 3 children!

I love all things Disney! My favorite Disney movie is “Beauty and the Beast”- both the cartoon and live-action versions. My favorite dessert is cheesecake, which makes me a Golden Girl at heart. One item on my bucket list is to see “The Phantom of the Opera” on Broadway.

As a family, we love to spend time outside going on hikes or floating a local river in our canoe. Yellowstone is one of our favorite places to visit. Craig used to guide horseback riding outside Yellowstone, and we lived in West Yellowstone, MT the summer after we were married. Being in Yellowstone always brings back those fond memories. We also love our weekly at-home movie nights with pizza and popcorn.

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Our services

What Our Clients Are Saying…

Kyle Hertenstein

Alicia took the time to help a starting business get off the ground. She had the knowledge and patience to help me get on the right path and answered my questions. I would recommend her to help with your bookkeeping needs.

Abby Herman, The Write Solutions

I’ve worked with Alicia for several months and when we first talked, I was immediately impressed with her professionalism and quick turn-around. She does what she says she will do (and on time!), is knowledgeable about bookkeeping and accounting and is quick to follow up on questions and concerns. I’ve so enjoyed working with her and would recommend both her 1:1 services and templates to anyone who is ready to get a better handle on the numbers in their business.

Jessica Wacker, The Loop Speech, Language, and Learning

My business grew to the point where I could no longer manage my bookkeeping. I was nervous to turn it over and hesitant to spend the money but Alicia has been amazing and her services are worth every penny! She was able to clean up my bookkeeping and works with my accountant seamlessly. I haven’t worried about anything with my finances since I started working with her and that peace of mind is priceless. Not to mention, all the time I saved not trying to tackle this myself. I wish I hired her sooner.

Sarah Lockhart, Sarah Lockhart Speech

I would recommend this service to any fellow clinic owners. As a clinic owner, the finances piece of the puzzle can be so overwhelming. With Therapeutic Bookkeeping, I understood how my clinic was doing and was able to make better business decisions.

Alissa Mathew, Nourish Body & Mind Counseling

Alicia has been a lifesaver for my private practice! I can fully focus on client work knowing my finances are being expertly handled. I can honestly say my experience running a business has dramatically improved with her support. As a newbie to private practice I wanted someone who I could talk to honestly about any mistakes or oversights when it comes to finances. Alicia is so understanding and non judgemental, even when I’ve shared issues like forgetting a round of state taxes and having to pay them with a late fee. Instead, she focuses on providing all the education I’ve asked for to get my business to a profitable place. Her services are absolutely worth her fee!

Justin Gaines, GreenpointMed, Inc.

In any business, it is important to have partners that you trust. It is for this reason that I highly recommend Alicia Bishop and Therapeutic Bookkeeping. Alicia shows a level of care and compassion with each client which is hard to find in many professional services. Alicia stresses the importance of making sure each client understands their financial story in a way that is clear, comprehensive, and easy to understand. Alicia & Therapeutic Bookkeeping empower clients to feel in control of their finances. Alicia definitely understands the day to day workings of therapists and the industry in general, and has created a streamlined & efficient process that helps clients achieve their goals.

Shanna Klump, Kid Connections Therapy

“I highly recommend Alicia at Therapeutic Bookkeeping. She and her team have helped me to organize my business financially so that we can continue to grow in a way that is sustainable for many years to come. Alicia willingly answers my questions and provides a level of service that is individualized and personal.”

Laura Morlock, Playful Therapy Connections

“One of the best parts about working with Alicia is her patience! She has been able to explain many of the nuances of bookkeeping to me in a way that makes it accessible. I’m so glad I started with TBK at the very start of launching my practice.”

Courtney Caruso, Liberty Speech Associates

“I’ve been working with Alicia since the beginning of the year. She has been wonderful to work with. She willingly answers questions in a timely manner and explains my books in easy-to-understand terms. I highly recommend her if you’re looking for a bookkeeper.”

Charlotte Parsons, The Work In Process

“Alicia is unlike any other bookkeeper I’ve worked with before – she is one of the most supportive people you’ll meet, and she genuinely cares about you and your business. Alicia has a knack for making confusing financial concepts super simple and digestible, and her team is super thorough and always timely. Whether you’re running a private practice or you’re an online entrepreneur, I can’t recommend Therapeutic Bookkeeping more highly!!”

Jena-Castro Casbon, The Independent Clinician

“Alicia Bishop of Therapeutic Bookkeeping is amazing! I hired her as a consultant / collaborator for my high-level membership program for speech-language pathologists in private practice because I wanted our members to get solid information from a bookkeeping expert. Alicia explains things clearly and non-judgmentally and makes everyone feel more comfortable with numbers!”

Courtland McPherson, Little Red Telescope Psychotherapy

“Hiring Alicia Bishop and utilizing her services at Therapeutic Bookkeeping has helped put my financial mind at ease. When looking for services to help me manage my accounts I wanted someone who would become a part of my team, with my interests in mind. That is exactly what I get with Alicia Bishop! She helps support my business goals by keeping my books up to date, helping me monitor costs and providing valuable tools to strengthen and grow my business’s financial well-being. She is responsive, professional, knowledgeable and reliable. Hiring Therapeutic Bookkeeping and Alicia was not only a smart financial decision, but also allows me to focus on other aspects of my business knowing my books are in great hands! Her services are top notch and I look forward to our ongoing partnership.”

Kristin Jones, Florida Telehealth

“I feel very supported in all my needs. I get quick, educational responses to questions when I need them. I’m loving that I can delegate my bookkeeping to GROW!”

Lauren Hughes, Expressions Pediatric Therapy

“Hiring Alicia to manage my bookkeeping was one of the best business decisions I’ve made! Numbers have always eluded me, so I knew it would be a bad idea to manage my own finances. I’m SO thankful that I met Alicia and trust her completely with my business finances. Aside from the peace of mind I get from her quality services, it’s such a joy to work with her. I knew we would be a good fit when she said that she wants to be part of my team–not just someone who does my books. That’s exactly what I was looking for. Alicia is kind, generous, and helpful. She always answers my emails efficiently (even when they may be a little crazy) and is quick to offer help and advice when asked. I’m so thankful to have Alicia on my team and would recommend her over and over if I could!”

Laurie Marcellin, enCOURAGE Counseling

“Alicia has been a key part of my success as a new private practice owner. Her patience, support, information and resources are incredible. I trust her with my funds and my (oftentimes ridiculous) questions. Running your own private practice can get overwhelming on the business side of the house; Alicia has made this seamless and possible!”

Megan Sundvall, Extension Marketing

“Alicia is unbelievably passionate about her clients and genuinely cares about her role in their business. Not only is she good at what she does, but she’s also friendly, approachable, and very communicative. Highly recommend!!”

Kristin Jones, Florida Telehealth

“Therapeutic Bookkeeping has been extremely helpful in our business. We couldn’t make our company as financially successful without their help. I highly recommend them to help you as much as they helped us! We wouldn’t be where we are without them!”

Kevin Barrett, Freestone Psychotherapy

“Utilizing your services this year has helped a lot with understanding my business finances. I love that I am required to do very little to make this work. I just upload my receipts and answer questions once in a while when something is unclear. That’s exactly what I was hoping for!”

Jen Schmidt, Wavefront Aquatics

“Your services give me peace of mind and help me sleep at night. I know at any time I can get the info I need about my business without any headaches or hassles. Who would have thought my business could make so much sense.”

Stacy George, Stacy George Psychotherapy

“I highly recommend Alicia for her utmost professionalism, kindness and effectiveness. She brought an organization and understanding to the accounting side of my business which enhanced my private practice in every way. She knows her stuff and is a pleasure to work with!”

Amie Pierce, Nailed It

“Alicia is very detail oriented and passionate. She is an extremely hard worker and the friendliest person you will meet. I would recommend her to anyone!”

A non-boring bookkeeping newsletter?! What?!

Are you a therapist needing all the bookkeeping resources and tips you can get for your practice, that don’t make
you want to fall asleep?! We’ve got you covered! Subscribe to our non-boring newsletter, and we’ll send you all
of our best bookkeeping resources for you and your private practice, without spamming your inbox!

We hate spam and too many newsletter emails just as much as you do!

Chad

EA (Enrolled Agent) & Head of Tax Department

Priscilla

Office Admin

Amanda

Bookkeeping Professional

Sarah

Account Manager

What Our Clients Are Saying…

Kyle Hertenstein

Abby Herman, The Write Solutions

Jessica Wacker, The Loop Speech, Language, and Learning

Sarah Lockhart, Sarah Lockhart Speech

Alissa Mathew, Nourish Body & Mind Counseling

Justin Gaines, GreenpointMed, Inc.

Shanna Klump, Kid Connections Therapy

Laura Morlock, Playful Therapy Connections

Courtney Caruso, Liberty Speech Associates

Charlotte Parsons, The Work In Process

Jena-Castro Casbon, The Independent Clinician

Courtland McPherson, Little Red Telescope Psychotherapy

Kristin Jones, Florida Telehealth

Lauren Hughes, Expressions Pediatric Therapy

Laurie Marcellin, enCOURAGE Counseling

Megan Sundvall, Extension Marketing

Kristin Jones, Florida Telehealth

Kevin Barrett, Freestone Psychotherapy

Jen Schmidt, Wavefront Aquatics

Stacy George, Stacy George Psychotherapy

Amie Pierce, Nailed It

A non-boring bookkeeping newsletter?! What?!

A non-boring bookkeeping newsletter?! Is that even possible?! Of course it is with a little TBK attitude added!