Bookkeeping & Accounting for Therapists

Running a therapy practice already asks a lot of you. Your finances should feel clear, organized, and taken care of — not like another thing on your plate.

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A group therapy session with three adults on a sofa in a bright living room, an older woman taking notes, with plants and books in the background.

Monthly Accounting

Steady support for your private practice

Each month, your books are reviewed, organized, and kept current so nothing quietly piles up and your records are always ready when you need them.

Designed for therapist who:

✅ Feeling Behind On Your Books

✅ Anxious About Your Numbers

✅ Ready For Financial Clarity

HOW IT WORKS


We connect your accounts

Your QuickBooks, bank account, and credit card are linked, so transactions flow in automatically each month.

STEp 1


Your books are reviewed and organized

Income and expenses are categorized, reconciled, and checked for accuracy. No action needed from you.

STEp 2

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You receive a clear summary

Your updated reports arrive each month, so you always know where your practice stands financially.

STEp 3

Monthly Bookkeeping

Consistent, reliable bookkeeping to keep your practice organized

Every transaction in your practice needs to be recorded correctly: client payments, expenses, subscriptions, all of it.

This service keeps your books clean, current, and aligned with what is actually happening in your accounts.

Two women sitting on a gray couch and having a conversation in a living room with green plants, framed pictures, and bookshelves.

Choose the level of support that fits your practice

Foundation

Accurate, organized books,
without the overwhelm

👉 This is what keeps QuickBooks from drifting out of sync.

Includes:

  • Accurate tracking of your practice income

  • Clearly recorded and organized expenses

  • Properly documented deductions for tax season

  • Clean financial records your tax professional can easily work from

Best for: Therapists who want reliable, consistent bookkeeping support.

Clarity

Financial reporting that helps you understand your numbers

👉 This is what turns your bookkeeping into something you can actually use to make decisions.

Includes:

  • Monthly Profit & Loss and Balance Sheet reports

  • Clear visibility into your practice income

  • Insight into where your money is going

  • A better understanding of your overall profitability

Best for: Therapists who want visibility into their numbers without needing to interpret complicated reports.

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Peace of Mind

Consistently maintained books,
ready when you need them

👉 This is what eliminates the stress of scrambling to get everything ready at tax time.

Includes:

  • Books that are consistently updated and maintained

  • Financial records prepared for your tax professional

  • Clear documentation of income and expenses

  • A smoother, more predictable tax season

Best for: Therapists who want their financial side fully handled and organized year-round.

Additional Support, When You Need It

Some practices need a little more support beyond monthly bookkeeping.

These optional add-ons allow you to tailor your services based on your needs.

Loom Video Report Review
A recorded walkthrough of your financial reports, so you can hear exactly what your numbers are saying — on your own time.

Quarterly Estimated Tax Calculations
Estimated payments calculated for you each quarter, helping you stay ahead and avoid surprises.

Annual 1099 Preparation
Preparation and filing of required 1099 forms for contractors, completed accurately and on time.

Income Tax Returns (limited availability)
Tax return preparation offered on a limited basis with custom pricing based on your needs.

Payroll Services (via Gusto)
Simple, streamlined payroll setup and processing through Gusto, integrated with your bookkeeping.

How This Supports Your Practice

Instead of bookkeeping becoming something you squeeze in late at night or every few months, it’s handled consistently in the background of your practice.

You can trust that:

  • Your financial records are accurate

  • Your deductions are documented

  • Your reports reflect your real numbers

  • Your accountant has what they need

Most importantly, you no longer have to carry the quiet question of “Am I doing this right?”

Let’s make the financial side of your practice feel clear & supported.

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Ready to feel clear about your numbers?

You care for your clients every day.
Let me take care of the financial side of your practice.

Book a free discovery call

need a simple start?

Grab a copy of my FREE Practice Bookkeeping Tracker to start organizing your money today!