Intro
Services built around the way group practices operate.
Both plans start from the same foundation. The difference is how much of the work is aimed at what happens next.
Shared foundation
What every engagement includes.
- Bookkeeping kept current
- Custom financial statements
- Monthly reporting
- Review and quality control — our A+ Books standard
- A chart of accounts built for a group therapy practice
- Tax and payroll support where your plan includes it
[CONFIRM BEFORE LAUNCH: cadence language][TBD: tax and payroll inclusions by plan]
Plans
From ~$1,700 /month
[TBD: exact price][TBD: plan name]
Accurate, practice-shaped financials and a monthly rhythm you can trust.
Includes
- Everything in the shared foundation
- Revenue per clinician, payer, and service
- Insurance accounts receivable visibility
- Tax and payroll support [TBD: scope]
Best when
The practice is growing steadily and needs accurate financials more than active planning.
See if TheraBooks fits your practiceFrom ~$2,600 /month
[TBD: exact price][TBD: plan name]
For hiring, pricing, location, and cash decisions where being wrong is expensive.
Everything in Foundation, plus
- Custom group-practice metrics
- Revenue, expense, and cash-flow forecasting
- Scenario modeling for hiring, pricing, and new locations
- Proactive tax planning and payroll tax support
- Location-level performance
Best when
The practice is adding clinicians or locations, changing compensation, or managing cash against receivables.
See if TheraBooks fits your practiceForecasting and custom metrics are part of Clarity & Planning. There is no separate fractional CFO package. [TBD: fractional CFO deliverables not yet defined]
Comparison
Side by side.
| What you get | Foundation | Clarity & Planning |
|---|---|---|
| Books kept current | Included | Included |
| Custom financial statements | Included | Included |
| Monthly reporting and review | Included | Included |
| Revenue per clinician / payer / service | Included | Included |
| Insurance A/R visibility | Included | Included |
| Tax and payroll support | [TBD scope] | Included |
| Alerts for important changes | [TBD] | Included |
| Custom group-practice metrics | — | Included |
| Forecasting and scenario modeling | — | Included |
| Proactive tax planning | — | Included |
| Location-level performance | [TBD] | Included |
First three months
What the first three months look like.
Month 1
Understand the current financial condition and confirm fit
We review the books, learn how the practice operates, and confirm fit before going further.
[TBD: whether month 1 is separately priced]Month 2
Complete onboarding and begin planning conversations
Accounts connected, reporting structure built, first planning conversations.
[TBD: clean-up scope]Month 3 onward
Ongoing reporting, review, support, and planning
Current books, reviewed financials, what changed, and what it means next.
Add-ons & location pricing
Add-ons for existing clients.
Not sold on their own.
- Personal tax returns
- Business tax returns
- 1099 contractor filings
- Sales tax filings
[TBD: add-on pricing][CONFIRM BEFORE LAUNCH: which filings TheraBooks can prepare and sign]
More than one location.
Each location adds its own revenue, staffing, rent, and margin to track.
The same per-location amount on either plan — upgrading never re-prices your existing locations. [CONFIRM BEFORE LAUNCH: definition of a “location”]
FAQ
Pricing and onboarding questions.
What does a practice-fit conversation involve?
A short conversation about how your practice operates and what you need the numbers to tell you. We explain which service level is relevant. No engagement is created automatically.
How does onboarding work?
After the fit conversation we review your books, agree how the financials should be organized, and connect the accounts we need. [TBD: timeline and access list]
What happens during the first three months?
Month 1 establishes the current financial condition and confirms fit. Month 2 completes onboarding and starts planning. Month 3 onward is the ongoing rhythm.
What does the first-month fit-and-foundation period include?
A review of your books and financial condition, agreement on structure, and an honest answer about fit. [TBD: whether month 1 is separately priced][CONFIRM BEFORE LAUNCH: clean-up scope]
How are additional locations priced?
A flat per-location addition on top of your plan — the same amount on either plan, so upgrading never re-prices your existing locations. [TBD: exact price]
Fit, scope, and systems questions are on the homepage FAQ.
Final CTA
Let’s see whether TheraBooks fits your practice.
We’ll learn how your practice operates, explain how we work, and tell you honestly whether TheraBooks is a fit.