The Beginner’s Guide to Bookkeeping
(Without the Overwhelm)
A simple, step-by-step guide to help therapy providers & therapy practices stay organized, tax-ready, and confident in their finances.
Bookkeeping shouldn’t feel confusing—but for many, it does.
If you’ve ever:
Felt behind on your finances
Avoided looking at your numbers
Worried about tax season sneaking up on you
Wondered if you’re “doing it right”
You’re not alone. Most therapy providers & therapy practices were never taught how to manage their books—yet accurate bookkeeping is the foundation of a profitable, sustainable business.
Inside The Beginner’s Guide to Bookkeeping, you’ll learn how to:
Set up a simple bookkeeping routine
Track income and expenses correctly
Stay on top of weekly, monthly, and annual tasks
Reconcile accounts with confidence
Use your financial data to make better business decisions
This guide breaks everything down in plain language—no accounting jargon required.
This guide is perfect if you are a:
Service-based solopreneur
Therapy provider or therapy practice
Business owner who wants clarity without complexity
DIY bookkeeper (or thinking about outsourcing soon)
Created by a professional bookkeeper who specializes in helping therapy providers & therapy practices simplify their finances and feel confident about their numbers.
Annika Rafkind
Before launching her own firm, Annika was in corporate accounting for 15 years, working very hands-on with numbers, reporting, and financial analysis. Now she brings that same level of insight to therapy providers & therapy practices… with efficient processes, practical guidance & support, and without any confusing finance talk.
When she's off the clock, she loves spending time with family and friends, browsing bookstores, or planning her next vacation!
Ready to stop guessing and start feeling in control of your finances?
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