Steady books and protected data for your practice.

For ABA clinics, BCBAs, RBTs, speech-language pathologists, occupational therapists, and group practices. Dan handles the numbers. Fini helps protect client data.

Accounting & tax

Led by Dan Herrera, CPA, EA

• Monthly bookkeeping reconciled to your billing software
• Cash-flow management around slow, denied, or underpaid claims
• Payroll support and W-2 vs. 1099 decisions for RBTs and therapists
• KPI and profitability reporting
• Entity choice (LLC or S-corp) and quarterly estimates for solo therapists
• Outsourced CFO and advisory for growing clinics

Cybersecurity

Led by Fini Herrera, Security+, GSEC, GCED, GCLD

• Security risk assessment, with HIPAA Security Rule risk analysis support
• Practice management and billing system security
• Microsoft 365 or Google Workspace review: sign-in, access, email
• Ransomware readiness: tested backups and a simple response plan
• Staff training on phishing, passwords, and devices
• Vendor and IT provider security reviews

One team for your books and your data.

Books, payroll, and cash flow from Dan, plus data protection and HIPAA security support from Fini. One team, one point of contact, priced to your clinic's size.

Going solo

• LLC or S-corp decision
• Quarterly tax estimates
• Simple bookkeeping setup
• Secure email and file sharing

Growing clinic

• Payroll and W-2 vs. 1099 choices
• Cash flow around claim delays
• Staff security training
• Access controls as the team grows

Established group practice

• KPI and profitability reports
• Outsourced CFO advisory
• Full security risk assessment
• Vendor and IT provider reviews