The Accountant Tax and Biz Coach

The Accountant Tax and Biz Coach Accounting Services

Done-For-You Bookkeeping, Tax, Payroll & Business Advisory Services for healthcare & professional service businesses

Bookkeeping Coaching & Training for Tax Pros, EAs, CPAs & aspiring bookkeepers.

I work with therapists and practice owners every week who tell me the same thing: their practice feels busy, they're see...
10/06/2026

I work with therapists and practice owners every week who tell me the same thing: their practice feels busy, they're seeing clients, the revenue looks good-but when we sit down and actually map out the numbers, they realize they have no idea what their real profit margin is.

Here's what I've learned: most therapy practices run at 20-35% profit margins when they should be closer to 40-50%. That gap? It's thousands of dollars a year you're leaving on the table.

The problem isn't that you're not working hard enough. It's that your bookkeeping and tax strategy aren't working *with* you. You need clarity on your actual numbers-and a plan to maximize what you keep.

That's exactly what I do. Whether it's optimizing your business structure, catching deductions you've missed, or building a CFO-level strategy tailored to your practice, I help you see the real picture and take action.

Ready to know where you actually stand? DM me "benchmarks" or book a consultation. Let's make sure your finances reflect the success you're building.

🚨Tax Pros: You can make $2,400 from a Catch-up bookkeeping clientIt’s officially Q4 2026, and they’re already coming out...
10/05/2026

🚨Tax Pros: You can make $2,400 from a Catch-up bookkeeping client

It’s officially Q4 2026, and they’re already coming out of the woodwork!
You know the ones. Business tax clients who have done little to NO bookkeeping all year.
Instead of turning that bookkeeping work away or sending it somewhere else, this is your opportunity to get paid to do it.

My next 3-Day Bookkeeping Basics Bootcamp is October 13–15.
For just $197, learn the bookkeeping basics and start adding bookkeeping as a monthly income stream to your tax business.

Interested?
Comment BOOT CAMP and I’ll send you the information.

I see this mistake constantly: travel nurses claim housing and meals, then get audited because they didn't document the ...
10/02/2026

I see this mistake constantly: travel nurses claim housing and meals, then get audited because they didn't document the IRS 'tax home' rule correctly. It's not about being aggressive-it's about being precise.

The difference between a $5,796 deduction that survives an audit and one that gets disallowed isn't luck. It's knowing exactly what the IRS requires, filing it that way, and keeping the right paper trail.

This carousel walks you through the three deduction categories I help my travel nurse clients navigate-housing, meals & incidentals, and the documentation strategy that protects you. No gatekeeping, no surprises when the IRS calls.

Your hard work earns you those deductions. Let me show you how to claim them the way the IRS expects to see them.

October 15 Tax DeadlineExtended Form 1040 and calendar-year Form 1120 returns are due October 15.Do not wait until the l...
09/30/2026

October 15 Tax Deadline

Extended Form 1040 and calendar-year Form 1120 returns are due October 15.

Do not wait until the last minute to gather documents or fix incomplete books.

Need help getting ready? Contact us before the deadline

National Women’s Small Business DayToday, we celebrate the women building businesses, creating jobs, supporting families...
09/30/2026

National Women’s Small Business Day

Today, we celebrate the women building businesses, creating jobs, supporting families, and making an impact.

Your vision and leadership matter.

Tag a woman-owned business you support, or share your business below so we can celebrate you.

I worked with a therapist who had a thriving practice-fully booked, consistent clients, strong cash flow. But when she l...
09/29/2026

I worked with a therapist who had a thriving practice-fully booked, consistent clients, strong cash flow. But when she looked at her books, the numbers told a completely different story: barely breaking even.

Here's what happened: her chart of accounts was built on a generic template. Nothing wrong with the template itself, but it wasn't designed for therapy practices. Clinical supervision fees were buried in "miscellaneous." Continuing education went into "office supplies." Her therapy room rental was mixed in with general overhead.

When I restructured her chart of accounts to reflect therapy-specific expenses and revenue streams, her actual profitability jumped from "barely hanging on" to 18% profit.

The numbers hadn't changed. Her business hadn't changed. What changed was *visibility*. Her chart of accounts had been hiding her success.

This is what I see over and over with healthcare professionals and solo practitioners: you're running a profitable business, but your finances don't reflect it because the structure isn't built for YOUR niche.

Your chart of accounts isn't just a filing system-it's the lens through which you see your actual profitability. Get the structure right, and suddenly you know exactly where you stand.

If you've ever wondered whether your practice is actually as profitable as it feels, the answer might be sitting in how your accounts are organized.

❤️ World Heart DayYour heart works for you every day. Take care of it.Move more, manage stress, eat well, and keep up wi...
09/29/2026

❤️ World Heart Day

Your heart works for you every day. Take care of it.

Move more, manage stress, eat well, and keep up with regular checkups.

What is one heart-healthy habit you want to improve?

Last Day to Register!Enrollment for the 35 Day Bookkeeper Program closes today.If you are ready to strengthen your bookk...
09/25/2026

Last Day to Register!

Enrollment for the 35 Day Bookkeeper Program closes today.

If you are ready to strengthen your bookkeeping skills, build confidence, and create a new income stream, now is the time.

Register today before enrollment closes. Link in the comments! ⬇️⬇️⬇️

A new season is here!Fall is a reminder that change can be a good thing.Take a moment to reflect on what needs to shift ...
09/22/2026

A new season is here!

Fall is a reminder that change can be a good thing.

Take a moment to reflect on what needs to shift before the year ends.

What is one thing you are ready to change this season?

The best businesses do more than sell. They listen.Today is a reminder to understand your customers beyond the transacti...
09/19/2026

The best businesses do more than sell. They listen.

Today is a reminder to understand your customers beyond the transaction.

Ask better questions, listen closely, and learn what they really need.

Business owners, what is one question you can ask your customers today?

Address

279 West Crogan Street
Lawrenceville, GA
30046

Opening Hours

Monday 11am - 6pm
Tuesday 11am - 6pm
Wednesday 11am - 6pm
Thursday 11am - 6pm
Friday 11am - 6pm

Telephone

+17705010197

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