Bookkeeping & Advisory Services

Financial Support Designed for Clarity

RMA Bookkeeping Solutions provides structured financial support for mental health professionals, healthcare providers, and professional service providers. Whether you manage your own books or need full-service accounting and advisory support, we help you stay organized, informed, and confident in your financial decisions.

Every business relationship with money is different. Some clients need reassurance while doing their own books. Others need consistent monthly support. And some need a strategic financial partner to help guide decisions.

Our services are designed to grow with you — from foundational clarity to full advisory support.

Find the Right Level of Financial Support

Clarity

DIY Financial Support

Guidance and peace of mind for business owners managing their own books.

    • Confidence in your QuickBooks setup and structure

    • Clarity while managing day-to-day bookkeeping

    • Support when questions or uncertainty arise

    • Peace of mind before year-end filing

    • A clean, reviewed financial picture at year-end

  • Business owners who want independence without uncertainty. For those who prefer to stay hands-on but want confidence that their financials are accurate, organized, and ready for tax season.

Stability

Bookkeeping Support

Consistent monthly bookkeeping that keeps your business organized and grounded.

    • Clean, reliable monthly financials

    • Clear quarterly insights into performance

    • Consistency in your financial systems

    • Better understanding of cash flow and trends

    • Ongoing support and communication

  • Small practices and service-based businesses needing structure and stability. We take ongoing bookkeeping off your plate so you always have a clear, accurate view of your financial position.

Structure

Accounting Support

Organized financial management for growing businesses that need deeper visibility.

    • Monthly financial reporting and statements

    • Deeper visibility into financial performance

    • Payroll and compliance support coordination

    • Quarterly financial review conversations

    • Guidance to support informed decisions

  • Established S-Corps and practices ready for more financial structure. As your business grows, your financial needs become more complex. This level brings structure, oversight, and clearer reporting to support smarter decisions.

Strategy

Accounting & Advisory

High-level financial leadership for businesses navigating growth and change.

    • Financial strategy and planning support

    • Monthly advisory conversations

    • Profitability and performance insights

    • Budgeting and forecasting

    • Cash flow planning and projections

  • Group practices and established businesses ready for strategic financial leadership. This is where accounting becomes strategy. We help you understand your numbers, plan ahead, and make confident financial decisions.

We’re here to help!

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Flexible Support When You Need Extra Clarity

For specific needs or one-time projects, we offer flexible services designed to help you stay organized, informed, and confident in your financial systems.

QuickBooks Setup & Cleanup

Whether you're starting fresh or untangling existing issues, we'll help create a clean, organized QuickBooks file that supports accurate reporting and better decision-making.

QuickBooks Training

Gain confidence in managing your financials with personalized QuickBooks training tailored to your business, experience level, and goals.

Payroll Setup

Get your payroll system set up correctly from the start with guidance on processes, compliance requirements, and best practices for your business.

Advisory Sessions

Receive expert guidance on financial questions, business decisions, cash flow concerns, or growth opportunities through one-on-one strategic consulting sessions.

QuickBooks Diagnostics

Not sure what's causing issues in your books? We'll review your QuickBooks file, identify problem areas, and provide clear recommendations for improvement.

Every RMA Client Receives

  • A secure, organized client portal

  • Clear, consistent communication

  • Modern financial systems and workflows

  • A calm, confidential client experience

Frequently Asked Questions

  • Every business has different financial needs. During our initial conversation, we'll learn more about your goals, current challenges, and business structure before recommending the level of support that's the best fit.

  • Yes - the listed packages are a general guideline. During the discovery call, we will analyze your business to determine which package is the best fit and develop a custom business quote.

  • No - while we both sign a business engagement letter, all services can be canceled at any time with a 30-day written notice.

Ready for Financial Support That Fits Your Business?

Let's talk about your goals and find the right level of support for your next stage of growth.

BOOK A DISCOVERY CALL