The Therakeep Diagnostic Review gives you a professional breakdown of where your bookkeeping stands, what’s accurate, what’s not, and exactly what needs attention.
If you suspect your books are messy, behind, incomplete, or just not fully trustworthy, this is the smartest first step.
A professional first step for therapists who want clarity before committing to bigger bookkeeping work.
Know where your books stand, what needs fixing, and what it would take to get everything clean and under control.
Most therapists don’t need more guessing. They need a clear picture of what’s right, what’s wrong, and what to do next.
You know something may be off, but you’re not sure exactly what — or how serious it is.
You have reports, but you are not confident they’re accurate enough to rely on.
Your books may be months behind, and catching up feels bigger than it should.
You tried to keep up with bookkeeping on your own, but it has become stressful, unclear, or inconsistent.
You’re interested in professional bookkeeping help, but you want a clear diagnosis first.
This is not generic advice. It’s a focused review designed to show you exactly where things stand.
We review your current bookkeeping file and overall setup to see how everything is being handled.
We flag inconsistencies, cleanup needs, and problem areas that may need attention now or later.
You’ll know what’s working, what’s not, and what it would take to get your books where they need to be.
The goal is clarity — not confusion, not jargon, and not more overwhelm.
A professional review of what we found in your books and setup.
A clear explanation of any issues, inconsistencies, or cleanup needs.
Guidance on what needs to happen next based on your situation.
If cleanup, catchup, or monthly bookkeeping makes sense, you’ll know what that would look like.
You want clarity before making a bigger bookkeeping decision.
This review is built for therapists in private practice who want bookkeeping clarity and less financial stress.
You are not sure how bad the issues are, but you know it’s time to get a real answer.
You want a professional to look at your books and tell you the truth clearly.
You’re not ready to commit to a bigger engagement yet, but you do want direction.
No confusion, no chasing, and no mystery about what comes next.
Secure your Diagnostic Review through checkout and reserve your spot.
You’ll receive the next steps so we can access the information needed for the review.
We complete the review and outline what’s right, what needs work, and what comes next.
Get a professional Diagnostic Review and find out exactly where things stand — before bookkeeping problems cost you more stress, time, or money.
It’s a professional review of your bookkeeping setup and records so you can understand what’s right, what’s wrong, and what needs attention.
No. This is a one-time diagnostic service that gives you clarity and direction before any larger bookkeeping work begins.
It’s best for therapists in private practice who suspect their books may be messy, behind, inconsistent, or simply not as trustworthy as they should be.
If cleanup, catchup, or ongoing bookkeeping makes sense, you’ll receive a clear recommendation and quote for the next step.
Not necessarily. If you already have a setup, we’ll review it. If you don’t, we’ll still help identify what’s needed based on your situation.
If you want concrete clarity and a lower-risk first step, the Diagnostic Review gives you more than a conversation — it gives you a real assessment.