Accounting
Organized.
Insightful.
Accountable.
Hands-on financial tracking and reporting for your mental health practice—without the overwhelm.
Exclusions and Limitations:
QuickBooks Online (QBO) subscription required. Not liable for errors due to incomplete or inaccurate data provided by the client. Payroll services, W-2 generation, and 1099 preparation. Tax filing support is limited to supported entity types and excludes formal IRS or state agency representation. Legal, investment, or audit advisory services. Legal, tax, or investment guarantees — all services are based solely on the documentation the client provides.
What You Get
Financial Clarity
Monthly, quarterly or annual reports with P&L, balance sheets, and clear visuals.
Seamless Reconciliation
We match transactions, receipts, vendor payments, and sales with precision.
Accounts Simplified
We manage QuickBooks access, setup, and vendor tagging—so you don’t have to.
Accounting isn’t just numbers—it’s insight.
Sunflower Mountain Business Services handles the books, reports, and vendor tracking so your time stays with your clients—not your spreadsheets.
Balance Sheets and Profit & Loss Statements
Get clear monthly or quarterly visibility into your practice's performance.
Expense, Receipt & Transaction Matching
Stay audit-ready with matched data, tagged entries, and cleaner books.
Invoicing & Non-Insurance Billing
For clients using non-insurance revenue streams, we’ll set up clean, accurate billing flows.
Dedicated Support That Grows With You
From QuickBooks integration to custom KPIs and budget reports—we’re in it for the long haul.
Essentials
$325
per month
$300 per month for Relay Financial customers
Practice
$500
per month
$300 per month for Relay Financial customers
Executive
$725
per month
$300 per month for Relay Financial customers
Essentials
Practice
Executive
Banking Institutions & App Integrations
3
6
9
Transactions (per month)
100
250
500
P&L and Balance Sheet Report
Annual
Quarterly
Monthly
QuickBooks Online Access Support
✅
✅
✅
Accounts Payable Entry and Matching
✅
✅
✅
Sales Receipt Entry and Matching
✅
✅
✅
Receipt Matching to Expense
✅
✅
✅
Non-Insurance (3rd party) Invoicing
❌
✅
✅
Vendor Expense Tagging
❌
✅
✅
Financial Summary + Trend Highlights
❌
Quarterly
Monthly
Quarterly Financial Health Review
❌
❌
✅
Chart of Accounts Refinement
❌
❌
✅
Facility / Department / Program Tracking
❌
❌
✅
Custom Budget Setup
❌
❌
✅
KPI Dashboard Setup (upon request)
❌
❌
✅
Annual Tax Preparation (1 federal, 2 states/localities)
❌
❌
✅
Relay Financial Users Free Transactions
100/mo
100/mo
100/mo
Optional Add-Ons
Standalone Services
Certifications & Alignment
We Know What You're Up Against
You’ve tried juggling the billing, chasing the credentialing, making sense of the numbers — all while trying to focus on care. We’ve been there. That’s why we built support that actually supports.
Whether you need one service or the whole stack, we can take some weight off your shoulders — so you can focus on what matters most.
Smarter Together
Whether this service is part of your plan or just one piece of the puzzle, our flexible bundles bring related services together for better efficiency — and better value.