Therapist Bookkeeping That Brings You Peace of Mind
From Disorganized Books to Calm, Clear Financials — We Handle the Numbers, You Focus on Healing. Therapist Bookkeeping Services Across the USA — 100% Remote & Virtual.
🚀 Enjoy 15% Off Your First Month of Therapist Bookkeeping.
"Risk-free check: Is your bookkeeping helping or hurting your business?"
Who We Serve
We specialize in bookkeeping for mental health professionals who need clarity, compliance, and financial peace.
Licensed Therapists (LCSW, LMFT, LPC, PsyD)
Psychologists & Psychiatrists
Private Practice Owners, Wellness & Counseling Clinics
Group Practices & Telehealth Teams
Pain Points We Solve
(What Therapists Tackle When the Sessions Are Over)
Disorganized Client Payments
You’re unsure who’s paid and who still owes.
Insurance vs. Private Pay Confusion
You don’t know where your revenue is actually coming from
Untracked Expenses
Office rent, software, and subscriptions aren’t categorized
Payroll/Contractor Chaos
Paying associates, admin staff, or 1099 therapists is overwhelming
No Insight into Practice Profitability
You work hard, but can’t tell what’s actually working
Year-End Tax Anxiety
CPA needs clean books, but you’re stuck piecing it all together
Services We Provide in the Monthly Package
Therapist-Specific Services
Session-Based Income Tracking
– Monitor payments by session or service type
Profitability Reports
– Understand what’s helping or hurting your bottom line
1099 & Contractor Management
– W-9 collection, payment logs, and 1099 filing
Software & Subscription Expense Review
– Zoom, SimplePractice, TherapyNotes, etc.
Year-End Tax Package
– Reports for your CPA + audit-prep documentation
HIPAA-Aware Financial Systems
– We work with secure tools for sensitive data
Bank & Credit Card Reconciliation
Monthly Financial Reports (Profit & Loss, Balance Sheet, Cash Flow)
Categorized Income: Insurance, Self-Pay, Sliding Scale
Expense Tracking: Rent, Software, Licenses, Supplies
Payroll Integration: W-2 Staff & 1099 Contractors
Trusted Support for QuickBooks & Xero Users
Whether you're using QuickBooks or Xero, and no matter your profession or industry, we provide expert bookkeeping tailored to your platform. From daily transactions to monthly reports, our team ensures your books are accurate, up-to-date, and fully compliant—so you can focus on growing your business.