Service Packages
Premium
Executive-level financial services for ambitious private practice owners.
- Done-for-you weekly & month-end bookkeeping
- Live monthly Zoom meeting (up to 60 minutes)
- Profit First implementation & monthly cash-management check-in
- Executive dashboard, priority booking & private Slack channel
Complete
Strategic financial partnership for practice growth, optimization, and scaling.
- Done-for-you weekly & month-end bookkeeping
- Live monthly Zoom meeting (up to 60 minutes)
- Clinician profitability table & benchmarking dashboard
- Profit First implementation & Compass Club membership
Core
Professional bookkeeping designed specifically for mental health practices.
- Done-for-you weekly & month-end bookkeeping
- Pre-recorded monthly financial review
- Compass Club membership
- Unlimited email communication
Compare what’s included in each package
| Feature | Premium | Complete | Core |
|---|---|---|---|
|
Weekly Bookkeeping
We manage QuickBooks so you don’t have to.
|
✓ | ✓ | ✓ |
|
Month-End Bookkeeping
We finalize and close out the month, so you know everything is sorted & correct.
|
✓ | ✓ | ✓ |
|
Monthly Meeting
Premium & Complete: live Zoom (up to 60 min). Core: pre-recorded recap.
|
Live Zoom | Live Zoom | Pre-recorded |
|
Clinician Profitability Table
See how profitable each clinician and/or location is & how to improve.
|
✓ | ✓ | — |
|
Private Practice Dashboard & Benchmarking
See how you stack up to similar practices and where you can keep growing.
|
✓ | ✓ | — |
|
Payroll Integration & Support
We support you in Gusto & make sure everything runs smoothly.
|
✓ | ✓ | — |
|
Profit First Implementation
Profit First initial assessment & rollout.
|
✓ | ✓ | — |
|
Monthly Profitability & Cash Management Check-In
Ongoing Profit First rollout & monthly implementation.
|
✓ | ✓ | — |
|
Compass Club Membership
Exclusive community – monthly webinars, office hours, and Q&A.
|
✓ | ✓ | ✓ |
|
QuickBooks Online Subscription
We cover the cost of your QuickBooks Online subscription.
|
✓ | — | — |
|
Annual Budget Creation
Budget setup meeting and monthly updates.
|
✓ | — | — |
|
Customized Executive Dashboard
Tailored dashboard to surface your key metrics at a glance.
|
✓ | — | — |
|
Priority Booking for All Meetings
Premium clients jump the queue when they need support.
|
✓ | — | — |
|
Expedited Month-End Close
Month-end finalized faster so you get numbers sooner.
|
✓ | — | — |
|
Private Slack Channel
Direct access to our team for quick questions.
|
✓ | — | — |
|
Quarterly Budget Review Meeting
Deeper check-in on your annual budget, in addition to monthly meetings.
|
✓ | — | — |
|
Unlimited Email Communication
Ask questions between meetings as often as needed.
|
✓ | ✓ | ✓ |
|
Response Time
Standard turnaround for email questions.
|
24 hours | 48–72 hours | 3 business days |
Weekly Bookkeeping
We manage QuickBooks so you don’t have to.
Month-End Bookkeeping
We finalize and close out the month, so you know everything is sorted & correct.
Monthly Meeting
Premium & Complete: live Zoom (up to 60 min). Core: pre-recorded recap.
Clinician Profitability Table
See how profitable each clinician and/or location is & how to improve.
Private Practice Dashboard & Benchmarking
See how you stack up to similar practices and where you can keep growing.
Payroll Integration & Support
We support you in Gusto & make sure everything runs smoothly.
Profit First Implementation
Profit First initial assessment & rollout.
Monthly Profitability & Cash Management Check-In
Ongoing Profit First rollout & monthly implementation.
Compass Club Membership
Exclusive community – monthly webinars, office hours, and Q&A.
QuickBooks Online Subscription
We cover the cost of your QuickBooks Online subscription.
Annual Budget Creation
Budget setup meeting and monthly updates.
Customized Executive Dashboard
Tailored dashboard to surface your key metrics at a glance.
Priority Booking for All Meetings
Premium clients jump the queue when they need support.
Expedited Month-End Close
Month-end finalized faster so you get numbers sooner.
Private Slack Channel
Direct access to our team for quick questions.
Quarterly Budget Review Meeting
Deeper check-in on your annual budget, in addition to monthly meetings.
Unlimited Email Communication
Ask questions between meetings as often as needed.
Response Time
Standard turnaround for email questions.
Quickbooks Cleanup
Starting at $275 (one-time cost)
If your QuickBooks Online account is inaccurate or behind we can go through your data and get QuickBooks back to being accurate and up to date. This can be done for any time period, from a few years to a few months depending on your needs.
Testimonials
Mike Michalowicz, Author of Profit First and CEO of Profit First Professionals
The Navigator Bookkeeping Team are personable, knowledgeable, and efficient. Their accounting reports are detailed, they assist with problem-solving, and send relevant information and recommendations regarding our business expenses, profits and distributions. We are very happy with their services and the support they’ve provided for our company!
As an insurance-based mental health practice, managing my practice’s finances used to be complicated and time-consuming. But since I started working with Navigator Bookkeeping, it has been an exceptional experience.
Nate and his team are incredibly reliable and professional. They always make sure that my practice’s financial records are accurate and up-to-date. Their attention to detail is outstanding, and I trust them to handle my practice’s finances with precision. Nate’s expertise in bookkeeping for mental health practices has been invaluable in helping me understand the financial requirements specific to my profession. I feel that they really care about the success of my business.
I’ve run my own solo practice for years, but once my expansion plans began to unfold, I realized how quickly I was in over my head. Nate at Navigator Bookkeeping has helped me understand how to respond to my developing financial landscape as my practice grows and has been able to anticipate questions I wasn’t even aware I needed to know about. Highly recommend!!!
Navigator Bookkeeping has been huge for my business. Nate is extremely helpful and knowledgeable, and yet friendly and easy to talk to. He helps me to understand my business and the decisions I need to make by providing context, discussing tax and accounting consequences, and laying out risks/rewards. He is also prompt, reliable, and consistent. Would highly recommend!
l truly can’t say enough about the support I’ve received from Navigator Bookkeeping as a whole, and Nate in particular. I run a small business, but would not consider myself adept with the financial nitty gritty required to run it well. Nate and I meet regularly and he has this way of laying out and communicating my business’ financial picture in a way that helps me feel more secure. Since I’ve been working with Navigator Bookkeeping I feel like I have a better grasp and understanding of the health of my business. I’m so appreciative of all your help Nate!
Frequently Asked Questions
What is Bank Statement Reconciliation?
This is a monthly check to make sure QuickBooks is accurate compared to your bank and credit card accounts. This is essential to your bookkeeping accuracy, but also a good security check to make sure no money is leaving or coming into the business that shouldn’t be.
What is Classification in Quickbooks?
Classification is entering all of your business transactions in QuickBooks. As they get entered, transactions are put into a specific “account” (office expense, product revenue, equipment purchase) so you have exact information on how you’re spending and making money in your business.
What if I don’t have Quickbooks Online?
No problem! We strongly believe QuickBooks Online is the best accounting software for most businesses because of its ease of use, cloud accessibility, and security. If you don’t have QuickBooks Online we can transfer your bookkeeping files to it from QuickBooks Desktop, Freshbooks, or most other platforms. Or, we can create a new QuickBooks Online account for you.
Can I upgrade to a different plan at a later time?
Definitely! All plans are charged month-to-month, so if you need to make changes, you’re always able to.
Do you have long-term contracts?
Never! All packages are charged on a monthly basis, so if you need to cancel or make a change, it’s simple to do so.
Can you file my taxes or complete an audit?
Not at this time, though we would love to move to that. We do monthly bookkeeping and consulting services only. It’s what we’re skilled in and what we love. If you need tax, audit, or other similar services, we’d love to refer you to a partner firm.
I don’t have a Quickbooks Online Subscription. What do I do?
If you’re new to QuickBooks, we can purchase a wholesale subscription for you, saving you 50% on the cost of the subscription for the life of your business. If you already have a subscription, you’ll need to continue paying for that.
