Walker Ledger
Bookkeeping for Therapists & Small Businesses
Let me take bookkeeping off your plate so you can spend more time with your clients (and maybe even enjoy your weekends).
Who I Work With
I primarily support solo therapists, private practice counselors, psychologists, and small therapy practices — especially those doing meaningful work in marginalized communities.I also work with other small businesses that value clear, reliable bookkeeping and a little bit of peace of mind.
I’ve always been drawn to psychology and the work therapists do. After watching my best friend struggle with weekend notes and administrative tasks, and hearing her talk about colleagues in the same situation, I realized how much time and energy therapists spend on paperwork instead of their clients — or themselves. My goal is to take the administrative burden of bookkeeping off your plate so you can spend your time on the work that matters most.You won’t have to dig through statements to find what you need. I’ll keep you updated without flooding your inbox and respect your schedule by keeping support email-based. I work with whatever systems you already use, and I’m a QuickBooks Online ProAdvisor with experience managing multiple accounts, reconciliations, and reports. I’ve also worked for a consulting company and continue to expand my training — so your finances are in capable, organized hands.
Why Work With Me
How We'll Work Together
1Discovery Call
A 20-minute conversation to learn about your practice, how your bookkeeping currently works, what’s most important to you, and how I might be able to support you.
2Proposal
After our call, I’ll review what we discussed and any specific needs you shared, then propose a thoughtful package with optional add-ons tailored for you.
3Onboarding
Once you agree to the proposal, I’ll send a simple PDF with next steps, any information I’ll need from you, and the agreement to sign so we can officially get started.
4Bookkeeping
I’ll carefully categorize and reconcile your transactions throughout the month, keeping everything organized and up-to-date so you always know exactly where things stand.
5Reports & Insights
Each month, you’ll receive a PDF of your financial reports plus a brief summary highlighting trends, any unusual transactions, and helpful notes to keep you informed.
6Security
Your information is handled with care: QuickBooks Online security, encrypted email for sensitive documents, any agreements your practice requires, and optional anonymized data.
Packages & Services
starter package.
$415 / month
Great for solo practitioners or new practices who want
clear, simple bookkeeping without the overwhelm.
| Reconciliation for 1 Account | ⟡ |
| Income & Expense Categorization | ⟡ |
| Monthly Profit & Loss Report | ⟡ |
| Monthly Insights | ⟡ |
| Email Support | ⟡ |
growth package.
$570 / month
For growing practices that need extra support
and want invoicing handled smoothly.
| Reconciliation for 2 Accounts | ⟡ |
| Income & Expense Categorization | ⟡ |
| Monthly Profit & Loss Report | ⟡ |
| Monthly Insights | ⟡ |
| Email Support | ⟡ |
| Invoice Creation & Tracking | ⟡ |
pro package.
$675 / month
Ideal for established practices juggling multiple accounts
and contractors, looking for full financial oversight.
| Reconciliation for 3 Accounts | ⟡ |
| Income & Expense Categorization | ⟡ |
| Monthly Profit & Loss Report | ⟡ |
| Insights | ⟡ |
| Email Support | ⟡ |
| Invoice Creation & Tracking | ⟡ |
| 1099 Preparation | ⟡ |
| Contractor Payment Tracking | ⟡ |
a la carte services.
These ongoing extras are designed to enhance any active package.
| Invoice Creation & Tracking | $30 / month |
| Additional Account Reconciliation | $35 / account / month |
Perfect for one-off needs — no package required.
| Chart of Accounts Setup | $75–$125 one time |
| Catch Up & Cleanup | $40 / hour |
| 1099 Preparation | $20 / contractor |
FAQ
Software, Setup, & Services
Do I need QuickBooks?
Not at all! I can work with whatever bookkeeping software you’re already using. If you’re starting fresh, I typically recommend QuickBooks since it’s reliable and widely used — and I’m happy to help you get set up.
Do I need to pay for bookkeeping software?
Yes — you’ll handle your bookkeeping software subscription. Most clients already have one, but if not, I’m happy to help you get set up with whatever you choose.
Will I still see my accounts?
Absolutely. You’ll always have access to your accounts, and each month you’ll get a clear PDF with reports and insights so everything is easy to understand at a glance.
How long will setup take?
Once I have your financial info, setup usually takes about a week. I’ll make sure everything is organized and ready for your first monthly report.
Do you offer any other reports or services?
Yes! I can create additional, custom reports or services tailored to your practice. Pricing varies depending on what you need, and we’ll make sure it’s clear before you request anything extra.
Support & Security
How do I ask questions or get help?
Email works best — I usually reply within two business days. We can do a call if something more complex comes up.
How do you handle security?
Your information is handled with care. I use QuickBooks Online security, encrypted email for sensitive documents, and follow best practices to keep your data safe.For therapy practices, I’m happy to sign your confidentiality or data-sharing agreement, or work with redacted information — whatever makes you most comfortable.
Payment & Timing
How and when do I pay?
Payments are processed through Stripe. For packages, billing starts at the beginning of the month your service kicks off. Flexible or one-off services are invoiced and billed as soon as they’re completed.
What if I purchase mid-month?
If you sign up for a package in the middle of the month, your service will start at the beginning of the next full month so everything stays neat and simple. Package add-ons, like extra account reconciliations or invoice tracking, must be added to an active package.Flexible services like Catch-Up & Cleanup, Chart of Accounts setup, or 1099 preparation can start whenever you need. Non-package/flexible services are billed immediately upon completion.
⟡ Let's Get in Touch ⟡
When you’re ready, book a discovery call, and we’ll figure out the best way to take bookkeeping off your plate.
Got something you’re wondering about?
Feel free to send it through the form and I’ll get back to you.
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