Hi, we’re Kenny & Catherine.

We help therapists get their finances and admin life organized and streamlined.

Our Approach

Collaborative

We believe in understanding your business needs from the roots up. We tailor our approach to what makes most sense for your life and business. We are not a cookie-cutter model.

Straightforward

Our goal is to make things simple and relatable. We are looking to simplify your business and life; we are not here to make it harder and more complicated.

High-Touch Customer Service

We understand how important it is to have support when it comes to your money. We are available and present to your needs

  • Educated

    A Licensed LMFT, a Trained Bookkeper and Customer Service Expert

  • Experienced

    Clinical, Financial and Business

REVIEWS

“Amazing experience! Kenny was incredibly helpful in supporting me with my bookkeeping. There were a few errors in my books that were messing a few things up and after meeting with Kenny and Catherine — it was taken care of so smoothly! I’m so grateful for their professionalism and care with this - highly recommend!” 

-Kate Shannon, LCPC, LCAT, MT-BC

Bookkeeping

Account Setup/Maintenance, Monthly Reconciliation, Reporting, Payroll, Getting your Bookkeeping ready for your Tax Preparer and more.

Services

Virtual Admin & Clinical Support

Get help with managing client inquires via email and phone, support with special projects and more. Clinical intake available as an additional service.

Business Consultation

Support for opening a private practice as a licensed mental health provider.

Our Story

What’s probably important to know is that we’re a married couple with very different professional backgrounds. We decided to merge our talents together to form Mindful Mate Assistants in early 2024. One thing that is true for both of us? We’re both kind, earnest and eager to work hard. Since we come from different backgrounds, let us tell you a few bite-sized nuggets about each of us:

Catherine

A licensed marriage and family therapist in California, Catherine began her mental health career completing intakes over the phone for a busy group practice while in grad school. Years into her practice, she continues to work part-time as a triage and crisis clinician for a large hospital system in the San Francisco Bay Area, solidifying intake work as part of her expertise. She also maintains a private practice as a trauma therapist.

Prior to her work as a therapist, Catherine co-owned a small business in San Francisco for almost a decade. She was trained by a professional bookkeeper and kept the books as one of the many hats she held in that business.

Since she loves her work with people more than the numbers, she gladly relinquished these duties to Kenny once she started her private practice in 2020.

Kenny

What began as a part-time job in college, became a career that lasted over 30 years in the consumer telescope industry. In his many roles over those years, the thing that remained true for Kenny was not only his passion for the photographing the night skies (check out his astrophotography portfolio here), but his commitment to high quality customer service. He went from retail store manager, technical support, product development and merchandising manager and even becoming the face of the company on their YouTube channel, providing easy to understand explanations for complex topics.

As a personal finance hobbyist for many years, having Kenny take over Catherine’s private practice bookkeeping made sense. Not only did he get it done, he figured out how to do it all better. He took this interest and became a Quickbooks ProAdvisor with a certification in Bookkeeping. When the telescope company he worked for shut down, the opportunity presented itself for a career change, and thus Mindful Mate was born.

Get in Touch!

Schedule a free 1:1 introductory session with us to discuss your bookkeeping and admin needs.