Small Practice Financial Forecasting Session

Bookkeeping Snapshot Overview

Get a clear, no-fluff look at your business finances — fast. Our Bookkeeping Snapshot reviews your current books, highlights what’s working, and uncovers what’s not. You’ll receive a summary of your income, expenses, and key financial insights so you can finally see the full picture before making your next money move. Perfect for: business owners who want clarity before cleanup, strategy, or scaling.

Order Summary
Small Practice (1 to 2 Employees)

You’re One Step Away from Complete Financial Clarity

$397

Your therapy practice is growing — but now it’s time to make sure your money is, too.

Here’s What’s Included:

12-Month Custom Financial Forecast
Get a personalized roadmap for your income, expenses, and cash flow — so you can finally see the full picture.

Easy-to-Read Dashboard & Report
Visual charts and summaries designed for therapists — no jargon, no overwhelm.

1:1 Strategy Session with Marisa
We’ll walk through your numbers, uncover profit leaks, and build a smart plan to stay financially strong all year long.

Expense Optimization & Income Growth Insights
Learn where your practice can trim fat and boost revenue without working more hours.

Perks for Small Practice Owners:

✨ Therapist-focused — no corporate fluff or cookie-cutter templates.


✨ Learn to manage multiple income streams confidently.


✨ Build a cash cushion and plan for taxes without stress.

✨ 100% confidential and supportive — no judgment, just solutions.

3 Reasons To Book Now?

#1) I only accept 7 small practice owners per month for this hands-on session.


#2) This offer books out quickly — and once it’s full, you’ll need to wait for next month’s opening.


#3) The sooner you forecast, the sooner you’ll have a plan that gives you peace, clarity, and control.