Navigator Bookkeeping provides bookkeeping and financial consulting for therapists and counseling practices, including solo practitioners, psychiatrists, group practices, and multi-location businesses. As an independent QuickBooks Elite ProAdvisor agency, it helps private practice owners understand their financial position and make informed decisions as they grow.

Services include monthly bookkeeping, transaction classification and reconciliation, historical QuickBooks cleanup, receipt management, payroll support, and QuickBooks assistance. The firm also offers monthly financial review meetings, cash flow projections, tax-time preparation, reminders for quarterly estimated taxes, and communication with CPAs and other financial professionals. Clients can gain insight into profitability by clinician and location, compare their practices with similar businesses, and use Profit First methods to better organize cash and pay themselves.

Navigator Bookkeeping presents its work as a way to reduce financial uncertainty and help owners plan expenses, taxes, staffing, and future investments. Engagements begin with a discovery call, followed by any needed cleanup and ongoing monthly management.