Therapy QuickBooks Coaching With Laurie

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Coaching sessions are conducted over a zoom meeting. The session will be recorded and sent after to you as reference. I always like to speak with the mental health professional before we meet, so I can make sure I fully understand his or her needs and concerns while also making the most out of our QuickBooks session. Please note that sessions have a one hour minimum and a two hour maximum.

At Hudson Valley Bookkeeping, Inc. we understand every businesses needs are different. Before scheduling a coaching session book your complimentary 15 minute consultation to speak with a bookkeeping professional. No commitment, no payment, see how we can help you. Book Today.

- Chart of accounts specific to mental health.

- Learning the dos and don’ts of QuickBooks.

- Picking the correct version of QuickBooks for your needs.

- Fix the Balance sheet.

- Clean up duplicate accounts.

- Learn how to post in your own QuickBooks.

- Learn how to reconcile your bank accounts and credit cards.

-Create different income codes dependent on type of service, so you 

can better track revenue. 

-Expense Categories: Create specific expense categories related to your practice.

-Implement Expense Tracking: Use expense tracking to monitor and categorize 

all practice-related expenses, from utilities to supplies.

-Custom Reports: Create custom reports to monitor the performance of your business. 

-Scheduled Reports: Schedule reports to be emailed to you regularly for ongoing monitoring.

-Regular Reconciliation: Reconcile your bank and credit card accounts monthly to ensure accuracy and catch any discrepancies early.

-Bank Feeds: Use QuickBooks’ bank feed feature to import transactions automatically and simplify reconciliation.