Service Packages

Gold

Weekly Bookkeeping

We manage QuickBooks so you don’t have to

Monthly-End Bookkeeping

We finalize and close out the month, so you know everything is sorted & correct

Monthly Zoom Meeting

Up to 1 hour each month, we share your financial story & consult with you to answer any questions about your business and optimize your profitabilty

Clinician Profitability Table

Find out how profitable each of your clinicians and/or locations are & how to improve

Access to the Private Practice Dashboard and Practice Benchmarking

Find out 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

Profitability First Implementation

Profit First Initial Assessment & Rollout

Monthly Profitability & Cash Management Check-In

Profit First Rollout & Monthly Implementation

Receipt & Document Storage

Through Hubdoc

QuickBooks Online Subscription

We cover the cost of your QuickBooks subscription

Budget/Forecast Updates

We support you in creating your budget/forecast, then update your actuals compared to your budget monthly

Quarterly Goal Setting & Profitability Plan Meeting

Additional Monthly Meeting

As needed

Profit First Training for Your Team

Webinar wtih your team on how to set up Profit First for themselves (Helpful for 1099 team members).

24 hr response time

Most popular

Silver

Weekly Bookkeeping

We manage QuickBooks so you don’t have to

Monthly-End Bookkeeping

We finalize and close out the month, so you know everything is sorted & correct

Monthly Zoom Meeting

Up to 1 hour each month, we share your financial story & consult with you to answer any questions about your business and optimize your profitabilty

Clinician Profitability Table

Find out how profitable each of your clinicians and/or locations are & how to improve

Access to the Private Practice Dashboard and Practice Benchmarking

Find out 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

Profitability First Implementation

Profit First Initial Assessment & Rollout

Monthly Profitability & Cash Management Check-In

Profit First Rollout & Monthly Implementation

Receipt & Document Storage

Through Hubdoc

48-72 hr response time

Bronze

Weekly Bookkeeping

We manage QuickBooks so you don’t have to

Monthly-End Bookkeeping

We finalize and close out the month, so you know everything is sorted & correct

Pre-recorded Monthly Meeting

A quick review of the financial story of your practice for the last month

5 business day response time

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 

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!

— Greta N., Co-Owner of Illuminate Therapy & Wellness - Palatine, IL

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.

— Mandisa Jones, Owner of Ashe Counseling - Chicago, IL

Nate has allowed us to focus our energies on growing our business. He takes care of all the books and is always available if there are issues or if we need advice. I always thought we couldn’t afford a bookkeeper—now I know we can’t afford NOT to have one!

— Lynne Regas, Co-Owner of Minuteman Press - Frankfort, IL

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!

— Bren Shantz, Owner of Unity Counseling - Grand Rapids, MI

Navigator Bookkeeping has been a game changer for my business! Our profit margins have increased tremendously and our vision and organization in our expenses is mapped out so we can execute at a higher level. Working with Navigator Bookkeeping is the best decision I’ve made for the financial health of my business.

—Mike DiCioccio, Owner of Social Chameleon - Buffalo, New York

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.