About

The Person Behind the Books

A bookkeeper who's been in the business trenches, understands what service providers actually need, and won't bury you in accounting-speak.

My Story

I Know What It's Like to Run a Small Business

Over the years, I've worked closely with a wide range of small service providers — therapists, counselors, consultants, and others who are excellent at what they do but didn't go into business to manage spreadsheets. I've also run businesses of my own, which means I understand firsthand what it feels like when the financial side of things starts to pile up.

What I kept hearing — and experiencing myself — is that people in service-based businesses often let their bookkeeping slide, not because they don't care, but because it's overwhelming and there's always something more urgent. The result? Stress at tax time, foggy financial pictures, and a nagging sense that the books are never quite right.

That's where I come in. I started JP Bookkeeping Co. to give small service providers a reliable, affordable option for keeping their finances organized all year long — not just scrambling at the end of the year.

My focus is entirely on bookkeeping. I don't offer tax preparation, financial planning, or CPA services, and I won't pretend otherwise. What I do offer is clean, accurate books, straightforward monthly reports, and the peace of mind that comes with knowing someone has it handled.

Who I Understand

Specializing in Therapists and Private Practice

Much of my bookkeeping experience has been with mental health professionals running private practices — a group with a financial flow that's genuinely different from most small businesses.

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Insurance Reimbursements

Tracking insurance payments, write-offs, and out-of-pocket collections is its own puzzle. I understand how to keep this organized so your books reflect the reality of your practice.

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Practice Expenses

Office rent, supervision, continuing education, professional memberships — I know the expense categories that matter for private practice and make sure nothing gets miscategorized.

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A Clear Monthly Picture

You shouldn't need an accounting degree to understand your own finances. My reports are designed to tell you what you actually need to know, simply.

How I Work

A few things you can always count on when you work with me.

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Accuracy First

I take my time to get it right. Your books aren't a place for guesswork, and I won't treat them that way.

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No Jargon

I explain things in plain language. If you don't understand something in your report, ask — that's what I'm here for.

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Confidentiality

Your financial information is handled with complete discretion. I take the responsibility of accessing your accounts seriously.

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Reliability

You'll receive your monthly reports on time, every month. If I have questions, I'll reach out — I won't just guess or skip something.

Tools I Work With

I work with the most widely used small business accounting platforms, which means your records are always accessible and portable.

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QuickBooks Online

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Xero

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Wave

Not using any of these yet? We can figure out the right fit for your business together.

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A note on scope of services: JP Bookkeeping Co. provides bookkeeping services only. I am not a Certified Public Accountant (CPA), licensed accountant, or enrolled agent, and I do not hold any accounting credentials. I do not offer tax preparation, tax advice, financial planning, or any services that require licensure. For those needs, please work with a licensed tax professional or CPA. My role is to keep your books clean, organized, and ready for whoever handles your taxes.

Let's See If We're a Good Fit

Book a free 30-minute consultation. No pressure, no sales pitch — just an honest conversation about your books and your business.