About Us

Know Your Numbers, Grow Your Business

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Our Vision

To empower therapists in solo and group practices to build businesses that create freedom, wealth, and legacy — not stress.

I see a future where service-based business owners step fully into their CEO role, with clarity and confidence around their finances. My firm exists to be their trusted partner — simplifying money, unlocking profit, and helping them design a business that fuels the life they truly want.

Our Team

Bookkeeping and Advisory for therapists in solo and group practices

Hi! I am Annika Rafkind, the owner of Blueprint Bookkeeping & Consulting where we focus on small service-based businesses in the therapy space. Most of our clients aren’t dreaming about bookkeeping – they just want to know where the money went, what they can pay themselves, and what the next smart move is. That’s the part we make easy.

Before launching my own firm, I was in corporate accounting for 15 years, working very hands-on with numbers, reporting, and financial analysis. Now I bring that same level of insight to small service-based business owners… with efficient processes, practical guidance & support, and without any confusing finance talk.

When I’m off the clock, I love spending time with family and friends, browsing bookstores, hiking or planning my next vacation!

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Annika Rafkind

Owner

Find out how you can . . .

Pay Yourself What You Deserve!

scaling

Numbers you should be tracking to scale your business in 2026

January 29, 20261 min read

#1 - Revenue trends 📈

Look at monthly and quarterly revenue, not just total sales.

Example: If revenue spikes every March but drops in summer, you can plan promotions or offers to smooth it out.

#2 - Profit margin 📈

This shows how much money you keep after expenses.

Example: Two businesses both make $10,000 a month, but one keeps $7,000 while the other keeps $2,000. The business with less margin has far less room to scale without added stress or risk.

#3 - Client or customer acquisition cost 📈

Know what it costs to get a new client.

Example: If you spend $200 on ads to get a $1,000 client, growth feels much more sustainable, especially if that client stays with you or makes repeat purchases.

#4 - Cash flow 📈

Cash flow shows when money actually comes in and goes out, not just what you earn on paper.

Example: You can be profitable but still stressed if clients pay late, subscriptions renew before invoices are paid, or tax payments are not set aside.

Healthy cash flow gives you breathing room to grow.

#5 - Operating expenses 📈

Operating expenses are the costs required to run your business day to day.

Example: Software, contractors, marketing tools, and subscriptions can slowly increase as you grow.

Reviewing them regularly helps you cut what you no longer need and protect your profit as revenue increases.

#6 - Average transaction value 📈

This is the average amount each client or customer spends with your business.

Example: Instead of adding more clients, you can increase this number by offering packages, add on services, or upsells.

Small increases per client can lead to significant revenue growth without increasing your workload.

Scaling growthfractional CFO ServicesTherapistsTherapy practicesCash Flow
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Annika Rafkind

I provide bookkeeping, accounting, and fractional CFO support for therapy providers and practices, so you always know how your practice is doing and can make confident decisions — without judgment. If you’d like to learn more, you can book a call here: https://link.bookkeeper.net/widget/bookings/bkconsults-bg

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Arlington, MA | 857-392-5674

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Arlington, MA | 857-392-5674

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