“If you don’t know where you are going, you will probably end up somewhere else.”
–Lawrence J. Peter
Therapists and Wellness Entrepreneurs: Achieve Financial Clarity and Empowerment
Are you a therapist or wellness entrepreneur who embarked on a fulfilling career to serve others? Your passion drives you to offer your unique gifts and help people, but when it comes to numbers and finances, it can quickly become overwhelming. You may feel stressed, scared, or even incompetent in managing these aspects.
Perhaps you attempted to plan your finances and handle bookkeeping on your own, believing it would save you money. However, you find yourself lost in messy and incomplete bookkeeping, leading to frustration. Alternatively, you may be contemplating whether professional assistance with your finances is worth the investment.
Take a deep breath – you're not alone. Together, we can overcome these challenges.
Through my work with therapists and mental health practitioners, I have helped them gain financial clarity, freeing up their time to focus on their clients while gaining empowerment through financial literacy. You too can experience the relief that comes with having a solid financial plan in place, well-managed books, and a deeper understanding and control over your finances.
TESTIMONIALS
Sophia L O’Connor,
Psychotherapist
"Loc is wonderful. He helped me and my two business partners create a whole budgeting plan to expand our therapy business. He is patient, very savvy, and kind. I highly recommend working with Loc due to the incredible combination of personality and expertise."
K. Michelle Johnson,
Psychotherapist
"Loc is professional, kind, and knowledgeable. As an owner of my own private practice therapy business and a group therapy practice, there are many moving parts that can sometimes be overwhelming. Loc has helped my team and I buckle down and set exciting but also realistic systems, plans, and goals for growth. Additionally he has helped me to bridge the gap between my personal and business finances. I have felt more confident, empowered, and inspired as a therapist and entrepreneur since working with him. I highly recommend him for bookkeeping, accounting, and financial coaching."
Sang Pham,
Chiropractor
"Loc has done an awesome job taking care of my chiropractic and personal taxes and giving me excellent tax advice – especially when I knew nothing about taxes! I would recommend him to anyone who wants to save time, money, or needs quality tax advice!"
Lyndsey Lyons,
Psychotherapist
"Loc has been instrumental in helping me build a foundation for my business. He’s not only great with the books, but also personable and teaches skills that I will carry with me. If you need anything from bookkeeping to financial re-parenting, look no further!"
Many of my clients initially feel overwhelmed and frustrated with their finances and bookkeeping. They may have attempted to handle these tasks themselves, assuming it would be easy and cost-effective. However, the reality is that it often results in more time, money, and stress.
You may currently feel lost, unsure of how to budget, structure, organize, and allocate your profits effectively. Perhaps your expenses seem higher than expected, or you've fallen behind and are buried in the daunting task of catching up on organization and reconciliation. It's not uncommon to panic when realizing you're uncertain about the whereabouts of your profits.
Some business owners turn to fancy accounting software, hoping it will solve their problems. However, these programs can be complex and overwhelming, exacerbating the feeling of being lost. Moreover, for many, the issue isn't technology but rather a lack of time. Your time is valuable, and getting behind or disorganized in your books is detrimental, diverting attention from crucial aspects of your business that could drive growth.
With my financial coaching and bookkeeping services, I establish a solid foundation for your growth. If you're overwhelmed by your current financial situation, I can help you regain control. I will guide you towards your financial goals with confidence, ensuring everything is done efficiently and accurately.
