A La Carte Projects
One-time, flat-fee deliverables for targeted HR, compliance, or operational needs.
Who it’s for: Practices or small businesses that need a specific project done completely, without committing to ongoing support.
Incorporation & Business Foundations: $750-$1,850
Hands-on support to legally launch, maintain, and operationalize your mental health practice, whether you’re a therapist, psychologist, clinical social worker, or psychiatry nurse practitioner.
Tier 1 – Basic Practice Formation ($750):
Legally establish your practice with all required filings for your state, verify license eligibility, set up officers/shareholders (if applicable), register your business name, statement of information and obtain your Federal EIN.
Tier 2 – Compliance Essentials ($1,350):
Stay fully compliant with ongoing regulatory requirements, including professional license updates, state and federal tax registration, local business licenses, HIPAA compliance guidance, and foundational corporate documentation.
Tier 3 – Advanced Operations & Buildout ($1,850):
Ensure your practice is operationally ready with election filing, insurance setup, payroll compliance, corporate binder maintenance, business banking setup, and a follow-up consultation with an operational quick-start guide.
Why it matters: Protects personal assets, ensures legal and tax compliance, and creates a structured foundation for a fully operational, successful practice, no matter your state or professional role.
Business Plan Development – $1,200
I help you map out your vision and turn it into a clear, actionable plan for your practice.
What’s included:
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A deep dive into your practice: finances, operations, and growth opportunities
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Step-by-step roadmap to hit your revenue, staffing, and client goals
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Guidance on pricing, cash-pay strategies, and attracting your ideal clients
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Practical tools and templates to make implementation simple
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A coaching session to answer your questions and refine your plan
Why it matters: You’ll have a roadmap that feels doable, aligned with your values, and tailored to your practice, so you can grow confidently without guessing or overwhelm.
Comprehensive State-Compliant Intake Packet – $1,850-$2,250
I create fully customized, compliance-informed intake and consent packets designed specifically for private practice therapists and/or mental health providers. Unlike cookie-cutter templates or generic platform forms, every packet I provide covers all federal, state, and board-specific requirements tailored to your practice, your workflow, and your clients. Whether you practice in one state or multiple, this packet ensures your paperwork is complete, professional, and client-friendly.
What’s included but it is not limited to:
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Intake / Demographics Form
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Consent for Treatment
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HIPAA Acknowledgment / Notice of Privacy Practices
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Practice & Financial Policies
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Telehealth Consent (federal + state-specific language; e.g., CA BBS, WA DOH, TX TSBEPC)
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Release of Information (ROI)
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Minor / Custody Consent (state-specific rules; e.g., CA BBS, NY OP, FL Board)
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Credit Card Authorization
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Specialty Consents (Couples, Family, Group, Assessments, etc.)
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Client Rights & Responsibilities Form (state/board-specific; e.g., CA BBS, IL IDFPR, PA State Board)
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Emergency Contact & Crisis Plan / Safety Plan
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No Surprises Act / Good Faith Estimate (for cash-pay/self-pay clients)
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Version Control / Informed Consent Updates Documentation
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Group Therapy / Couples Therapy Agreements
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Assessment / Testing Consent Forms
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School / Agency Release Forms
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Telehealth Best Practices / Technology & Privacy Disclosures (if not covered in general telehealth consent)
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Multi-State Customization (forms tailored to the requirements of each state where the therapist is licensed, up to 3 states; examples: CA BBS, WA DOH, TX TSBEPC, NY OP)
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State-specific minor consent rules (e.g., NY, WA, FL, CO)
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State-specific telehealth language (e.g., OR, TX, IL)
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Any additional board-required disclosures (e.g., CA BBS, FL Board, PA State Board)
Pricing:
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Single-State Packet: $1,850
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Multi-State Packet: $2,250
Why it matters: Most templates or platform-provided forms miss critical compliance requirements, leaving therapists exposed to risk. This packet combines HR expertise, clinical workflow insight, and multi-state regulatory coverage, saving you hours, protecting your license, and giving you a ready-to-use, professional system that supports your practice and clients from day one.
Customized Specialty
Agreements
Protect your practice with agreements that are fully customized for your services. Each document is compliance-checked for federal, state, county, and board requirements; client-ready, professional, and tailored to you.
$350 per
$900
Specialized Policies
Custom policies for your practice’s niche compliance needs.
Examples:
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ADA, OSHA, Telehealth, or Remote Work policies, etc
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Templates and guidance for implementation
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Optional 1-hour coaching call for clarification
Why it matters: Addresses specialized compliance requirements and complements your handbook or SOPs.
$1,000
Leadership/Team Training
Interactive coaching session to strengthen your team or leadership skills.
Includes:
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60–90 minute session on HR best practices, team communication, or leadership development
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Actionable takeaways for immediate use
Why it matters: Improves team culture, staff performance, and reduces conflicts.
$1,850
Marketing & Outreach
Fill your schedule with clients, strengthen your referral network, and save hours of work each week, without the overwhelm.
Who it’s for: Solo or small group therapists, cash-pay or insurance-based, ready for done-for-you marketing that actually works.
Includes:
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Social media content (8–12 posts/month, planned with a content calendar and repurposed across platforms)
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Email and outreach campaigns to nurture clients and referral sources
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Implementation of proactive visibility and referral bridge strategies
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Quick monthly alignment check-in (30 min) to track progress
Why it matters: Get a fully managed system built from strategies proven to grow therapy practices in 1–6 months. Designed to bring steady client inquiries, stronger referral sources, and more time back in your week.
$1,800
Employee Handbook
Fully customized, legally compliant handbook for your practice.
Includes:
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Federal + (State Specific) employment policies
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Industry Specific policies
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Staff guidelines, PTO, conduct, and performance management templates
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Editable format for future updates
Why it matters: Protects your practice from legal risk and sets clear expectations for employees.
$2,000
Hiring & Onboarding
Complete support to hire and onboard staff efficiently and compliantly.
Includes:
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Job descriptions and interview guides
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Compliant offer letters and reference check templates
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Step-by-step onboarding checklist and training guide
Why it matters: Saves time, ensures compliance, and reduces onboarding errors.
$2,400
SOP Manual / Ops Playbook
Tailored operations guide documenting workflows and systems.
Includes:
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Step-by-step SOPs for clinical, billing, scheduling, and administrative tasks
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Workflow documentation for staff and clinicians
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Internal systems guides to streamline operations
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Up to 10 SOP's
Why it matters: Makes your practice run smoothly, ensures consistency, and prepares your practice for scaling or delegation.
Additional SOP: $225
Custom Packages: Up to 10% Off
Streamline your support and save. Bundled services offer the best value for practices ready to grow or stay compliant with ease. Ask about custom packages during your free discovery call.
** For business requesting specific administrative support, please feel free to reach out, I'm sure we can work something out based on your needs. **