Let’s Chat About Your Balance Sheet

The Power of the Present Moment

Your balance sheet is like a snapshot in time - capturing exactly where your business stands right now financially. Not where you were last month, or where you hope to be next year, but right here, right now. This clarity can be both enlightening and, honestly, a little uncomfortable at first.

Building a Different Relationship with Numbers

The skills you use every day in your business - observing, analyzing, making informed decisions - are exactly what you need to understand your balance sheet. Yet when it comes to reading financial statements, many business owners find themselves wanting to look away rather than lean in.

The Missing Pieces

Your expertise in your field has brought you this far, but your professional training likely didn't cover:

  • How to assess your business's financial health

  • What your business truly owns and owes

  • Understanding your business's net worth

  • Making informed decisions about investments

  • Building long-term financial stability

Why Traditional Financial Reports Feel Overwhelming

Most balance sheet explanations are written by accountants for accountants. They're full of technical jargon and assume a level of financial knowledge that most business owners haven't had the opportunity to develop. They focus on numbers without acknowledging the very real emotions that come up when looking at our financial picture.

A Different Way to Look at Numbers

As a bookkeeper with trauma-informed training, I see the whole picture: both the need for accurate financial data AND the importance of feeling confident while engaging with it. Your balance sheet isn't just a collection of numbers - it's a story about your business's journey and current state of wellbeing.

Think of your balance sheet as:

  • A compassionate snapshot of your business's current state

  • A grounding tool for financial decisions

  • A clear picture of your business's strength and stability

  • A guide for future growth

Understanding Leads to Empowerment

Understanding your balance sheet helps you:

  • Make informed decisions about your business

  • Feel confident in your financial position

  • Plan for growth with clarity

  • Build long-term sustainability

  • Create security in your business

Your Invitation to Understanding

That's why I've created "Understanding Your Balance Sheet" - a guide specifically written for therapy practice owners who want to build a more confident relationship with their financial statements. This isn't just another technical manual - it's a supportive resource that:

  • Explains concepts in clear, accessible language

  • Provides real-world examples

  • Offers reflection questions for deeper understanding

  • Includes action steps for practical application

As your bookkeeper, my role goes beyond tracking numbers - I'm here to help create a space where financial confidence can flourish. This guide is part of that mission.

Ready to build a more empowered relationship with your business's financial picture? Download your free copy of "Understanding Your Balance Sheet" today. Because you deserve to feel confident reading your financial statements and making informed decisions for your business.


Working with therapists isn't just my specialty – it's my passion. If you're ready to transform your relationship with your practice's finances, let's connect. Understanding Your Balance Sheet is just the beginning of the support available to you.

Book a Discovery Call to learn more about how we can support your financial wellness.

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Understanding Financial Inequity

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Finding More Ease in Your Business Finances