Start here · Two ways in

Two ways to start.

Book a 30-minute intro call and I will scope the work with you — or, if you already know your books need fixing, reserve your onboarding with a deposit and skip the call entirely. Either way, the scope and the fee are set in writing before any work begins.

Book an intro call Reserve onboarding or email hello@quorumclose.com

Call or skip it - your choice Fixed monthly fee - set before work begins No PHI - client records never enter the work Read-only bank access New York City based, remote-first

Why there is a setup step

Most practices do not start with clean books.

Personal and business spending are mixed. A few months are unreconciled. The chart of accounts was never built for a practice. The setup project fixes that once, so the monthly fee after it stays predictable — no surprise hourly cleanup bills later.

Chart of accounts remapped for a therapy practice
Opening balances tied to the bank
Prior months reconciled to a clean baseline
Payroll and contractor records straightened out
QuickBooks Online set up and connected

If you skip the call

Three steps, start to close.

Reserve your onboarding

Pay the onboarding deposit below. It holds your slot and is credited to your one-time setup fee.

Intake & engagement letter

You get a short written intake questionnaire and the engagement letter to sign electronically. Everything is agreed in writing before any work starts.

Setup, then the monthly rhythm

I reconcile prior months to a clean baseline, confirm your flat setup fee, and we start the monthly close — reports by day 15.

Reserve onboarding

Onboarding deposit

One-time, credited to your setup fee.

$250

Monthly fee after setup: from $250 / $500 / $800 depending on your plan.

Pay $250 and start

Paying reserves your onboarding slot. Billable work begins once the engagement letter is signed — I email it within one business day. The deposit is credited against your setup fee, and the remaining balance is confirmed in writing before work starts.

Before you pay

What you should know.

An engagement letter comes first. The deposit holds your place; the actual work starts after we both sign. Nothing is billed beyond the deposit until that is done.
Scope is set in writing. The intake questionnaire covers your entity, providers, accounts, and systems. Your flat monthly fee and setup balance are confirmed from that — not from an estimate.
No patient records. I close your books from bank feeds and aggregate billing totals. If your practice bills insurance panels directly, that is outside my scope and I will say so before we sign.
Read-only access. Bank and portal credentials go into an encrypted vault, never email or a spreadsheet.
Refunds. If we are not a fit at intake, the deposit is refunded in full, less any setup work already performed.
Quorum Close is not a CPA firm. I do not prepare or file tax returns and I do not perform audits, reviews, or compilations.

Prefer to talk first?

Book a 30-minute intro call and I will scope the work with you, then send a fixed-fee proposal within 48 hours. Or email and I will answer within one business day.

Book an intro call

hello@quorumclose.com · New York City