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Resources

The systems, tools and resources that’ll make running your private practice a breeze!

Everything in this list has been tried, tested (and loved) by myself or a member of the TBK team.

Please note: Some links are affiliate links, which means that at no additional cost to you TBK may receive a small commission if you decide to purchase something from our link. We’d recommend all these products whether we were an affiliate or not.

CLOUD ACCOUNTING SOFTWARE: QUICKBOOKS ONLINE

QuickBooks Online
(or QBO) is one of the most powerful bookkeeping and accounting tools around, and you can choose a plan that has the features to suit your needs!
For most of our clients, we recommend the Essentials Plan. Reason being? The Simple Start subscription lacks the reporting you need to make sound business decisions, and the Plus subscription could be over-kill!
Lastly, the QuickBooks Self Employed subscription – just stay away from it. Yes, we know it’s the cheapest. Yes, we know you’re self employed. But we’re telling you, do not sacrifice quality for quantity here! The Self Employed Subscription is truly designed for freelancers or those with a ‘side-hustle’ who have little to no income and expenses. Are you running a side hustle? Didn’t think so! Also, when you do decide to upgrade to a better subscription like the Essentials Subscription, there is absolutely NO WAY to transfer your data from Self Employed to your upgraded subscription. Yikes!!

FOR EFFORTLESS RECEIPT MANAGEMENT: RECEIPT BANK

Receipts.. oh receipts! Do you have a pile or shoe-box of them somewhere?! Or do you not even save them? (Did you know you need to save them? Here’s why!)
Well, it’s time to ditch the shoe-box and go paperless – while still maintaining an organized audit trail the IRS can’t compete with!
Dext (formerly Receipt Bank) saves the day (or your desk space). They mostly advertise to bookkeepers and accountants like us, but even if you’re not working with a bookkeeper you can still use it.
Simply snap a pic of your receipt right from your phone (or forward an email to your personalized email) and they’ll pull all the information right off it. All you have to do is review, and hit publish! It’ll send everything over to your accounting software – magic!

PAYROLL FOR EMPLOYEES AND CONTRACTORS

Let us start by saying; you’ll get $100 for using our affiliate link to sign up for Gusto, and after you run your first payroll… on top of a 30 day free trial!
STOP… did you read that?! You will be handed a hundred bucks …just for signing up and running your first payroll… so be sure to use the affiliate link found below to sign up and receive your mula!
Anyway, Gusto is what we recommend to all of our clients, and it’s honestly the ONLY payroll company we’ll recommend! Believe us when we say we’ve tried many, many payroll providers and been disappointed over and over again. There are a lot of moving parts to payroll, and it can get messy quick. But not with Gusto. They have seriously got you covered!!
Not to mention, payroll and payroll liabilities are a big “target” for audits, so choosing a reliable and accurate provider is crucial.
72% of Gusto’s customers end up spending 5 minutes or less on payroll! They offer full-service payroll, which means your fee includes unlimited payrolls, W-2s and 1099s, federal, state and local taxes. And more!
HERE’S that affiliate link again in case you missed it above!

RELIABLE PAYROLL MANAGEMENT: GUSTO

Let me start by saying; you’ll get $100 for using my affiliate link to sign up for Gusto, and after you run your first payroll… on top of a 30 day free trial!
STOP… did you read that?! You will be handed a hundred bucks …just for signing up and running your first payroll… so be sure to use the affiliate link found below to sign up and receive your mula!
Anyway, Gusto is what I recommend to all of my clients, and it’s honestly
the ONLY payroll company I’ll recommend! Believe me when I say I’ve tried many, many payroll providers and been disappointed over and over again. There are a lot of moving parts to payroll, and it can get messy quick. But not with Gusto. They have seriously got you covered!!
Not to mention, payroll and payroll liabilities are a big “target” for audits, so choosing a reliable and accurate provider is crucial.
72% of Gusto’s customers end up spending 5 minutes or less on payroll! They offer full-service payroll, which means your fee includes unlimited payrolls, W-2s and 1099s, federal, state and local taxes. And more!
HERE’S that affiliate link again in case you missed it above!

RELIABLE PAYROLL MANAGEMENT: GUSTO

Let me start by saying; you’ll get $100 for using my affiliate link to sign up for Gusto, and after you run your first payroll… on top of a 30 day free trial!
STOP… did you read that?! You will be handed a hundred bucks …just for signing up and running your first payroll… so be sure to use the affiliate link found below to sign up and receive your mula!
Anyway, Gusto is what I recommend to all of my clients, and it’s honestly
the ONLY payroll company I’ll recommend! Believe me when I say I’ve tried many, many payroll providers and been disappointed over and over again. There are a lot of moving parts to payroll, and it can get messy quick. But not with Gusto. They have seriously got you covered!!
Not to mention, payroll and payroll liabilities are a big “target” for audits, so choosing a reliable and accurate provider is crucial.
72% of Gusto’s customers end up spending 5 minutes or less on payroll! They offer full-service payroll, which means your fee includes unlimited payrolls, W-2s and 1099s, federal, state and local taxes. And more!
HERE’S that affiliate link again in case you missed it above!

BECAUSE COVERING YOURSELF IS IMPORTANT: THE CONTRACT SHOP

When you’re setting up your business, launching a new offer or hiring a team, there’s 1001 things you need to think about. What’s often forgotten, but oh so important, is the back end and everything you need to do to protect yourself!
The Contract Shop is the place to go for attorney made & reviewed contracts – all the legal paperwork you don’t want really want to deal with, but you really need to run your business.

Coach for Therapists

At Therapeutic Bookkeeping we value our collaborators and affiliates as an essential part of our ever-growing team. We have many loyal partners including Michelle Hardman, MBA, MEd, NCC, CDWF, LCMHC who is the creator and founder of The Primed Practice.

 

Her company, The Primed Practice, is rooted in empowering clinicians and therapists to be confident business owners through a values-based approach to business that includes expanded awareness, increased business knowledge and personalized action plans. She believes that everyone deserves to feel confident in all facets of their business – not just the clinical side, and her amazing, genuine, outgoing personality makes her so easy to work with and an irreplaceable component of any team!

 

Michelle works to eliminate anxiety and stress about the business of private practice so that there can be a truly healing space created for clients.

 

Have you ever worried about where and how to find new clients?

Do you wish you could just zone in on your passion to help people without having to stress over the idea of having to network or “sell yourself”?

Looking to earn more income but don’t know the first thing about designing a business plan?

If your answer to any of these questions is “Yes,” then you are exactly who Michelle is looking to serve.

 

Michelle’s background includes nearly 16 years spent in corporate human resources leadership and she holds an MBA in strategic management. She has never allowed the fear of the unknown to intimidate her from pursuing her passion. She wasn’t even fully licensed when she began her private practice! As an LCMHC-A, she quickly gained momentum in building her brand (AKA: getting clear on her own values and understanding her ideal clients’ needs) and referral networks (AKA: building relationships).

 

Within 6-months of establishing her practice her schedule was nearly full! As many of her colleagues witnessed this quick and sustainable growth, they began to open up to her about their own fears about their businesses not being where they had hoped. It quickly became evident to her that she was primed to be a unique resource to coach and encourage her fellow colleagues through her distinctive combination of expertise and experience, fused with her passion for our field. About a year after opening her private practice, she began coaching other clinicians on the “not-so-clinical-side” of private practice, and in subsequent years The Primed Practice was born!

 

Her service packages include coaching, training, speaking, and productivity tools, one of which is The Primed Planner™, her planner created and designed specifically for clinicians. This planner will not only keep you on track with your schedule, but it provides creative and thoughtful ways to stay focused on the business of private practice and self-care…two things that often get overlooked, deferred or avoided all together as a business owner in this field! With intentional prompts, encouraging words, a fresh, new color palette for EVERY month and fun illustrations along the way, the planning and growing of your practice will no longer be something you want to avoid! The best part is you can receive 10% off when you use code TBKPLAN10. Check out her other tools (that you can also save 10% on by using this code) over on her website today!

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!

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

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!