Specialized accounting, tax strategy, and advisory for therapy practice owners and adjacent healthcare practices — from solo clinicians to multi-clinician group practices. Proactive year-round, not reactive at tax time.
Most accountants treat a healthcare practice like any other small business. They miss the things that actually matter — the insurance billing rhythm, the difference between W-2 clinicians and 1099 contractors, the S-corp election decisions that save practice owners thousands per year, and the real estate strategies that protect your building from your business.
TrueBalance Financial is built around therapy and healthcare practices specifically. The packages, the planning rhythm, the tax expertise — all shaped by the work itself. No more explaining your business model to your accountant. No more catching mistakes in March that should have been caught in July.
Whether you’re a solo practitioner navigating your first S-corp election, a group practice scaling past your current financial systems, or an owner planning to buy the building you practice in — the work is built around what your practice actually requires.
We work best when there’s alignment — on values, on communication, and on how a healthy financial relationship should feel. The first conversation is about determining that fit, both ways.
Every package includes monthly bookkeeping, payroll oversight, business tax return, and personal tax return for the owner. The difference is how proactive the strategy and advisory get as your practice scales.
Clean books, taxes handled right, monthly financial review. For solo and small practices that need everything covered without the bells and whistles.
Everything in Essentials, plus the proactive tax strategy and advisory that pays for itself many times over. For practice owners who want a financial partner.
Fractional CFO-level partnership. For larger practices, multi-location operations, or owners planning a sale, expansion, or significant growth.
Also offering individual tax preparation as a standalone service. Learn more here.
You’ll know exactly what you’re paying before any work begins. Flat monthly fees for ongoing engagements. Defined scope. If something falls outside our agreement, I’ll quote it before doing the work — never after.
One of the biggest frustrations practice owners have with their accountants is being ghosted. That’s not how I work. Email or text questions get answered within 24 business hours — usually faster.
Tax planning shouldn’t only happen in March and April. Growth-tier clients meet quarterly to look ahead — distribution planning, retirement contributions, equipment timing, real estate strategy. April becomes a non-event.
Books a mess? Behind on filings? Started tracking things badly? I’ve seen it all and I’ll never make you feel bad about it. What I will do is help you fix it — and make sure it doesn’t happen again.
Over a decade in the accounting industry taught me that getting the math right is only half the job. The real impact happens when you sit down and translate what those numbers actually mean for a practice owner’s future — what’s working, what’s at risk, what’s possible.
I’m an Enrolled Agent (EA) and the founder of TrueBalance Financial. I built this firm specifically around therapy and healthcare practices because the work runs deeper than monthly bookkeeping — it’s tax strategy, real estate decisions, S-corp transitions, clinician compensation, and the kind of advisory that helps practice owners build real wealth from the businesses they’ve created.
With a philosophy of “zero judgment, high accountability,” I help practice owners understand the tax code, clean up their financials, and turn their numbers into a clear roadmap for the future they’re building.
Start with a 20-minute consultation. We’ll talk through your practice, identify immediate opportunities, and you’ll get a clear up-front price before signing anything.
A few quick questions so we come prepared to your call.
Choose a 20-minute window from the calendar.
We’ll discuss your situation and provide an upfront price.
Absolutely. There’s no judgment here — life happens, practices get busy. Cleanup work is something I do regularly, and it usually starts with one conversation about where things actually stand. From there, we make a plan to get caught up and keep it from happening again.
Yes. One of my biggest frustrations with this industry is when clients can’t reach their accountant. If you email or text me, you’ll hear back within 24 business hours — usually much faster. Communication is part of the service, not an afterthought.
No. TrueBalance Financial is a virtual firm serving practices nationwide. We handle communication via Zoom, email, text, and phone. If you’re local to Atlanta and want to meet face-to-face, that’s easy to arrange too.
Flat monthly fees based on the package that fits your practice. After our consultation, you’ll get a clear upfront price — no surprises, no hourly billing for ongoing work. If something comes up that’s outside our agreement, I’ll quote it before doing the work.
Therapy and adjacent healthcare practices are the firm’s primary focus. I also work with a small number of professional service businesses outside healthcare when there’s a clear fit and shared values. And I do individual tax preparation as a standalone service for anyone who needs personal tax help.