Accounting for Therapists and Counseling Practices
We proudly specialize in accounting for mental health professionals and therapy provider groups. Over the years, we’ve worked with over a thousand therapists referred by happy clients—and we’ve built deep expertise in the financial challenges and opportunities of this field.
Counselors love helping people, not crunching numbers. Our goal is to help you expand your impact through sound financial ownership and confident decision-making.
We Help Mental Health Professionals
At GreenOak Accounting, we’ve built our reputation by helping therapists and mental health professionals gain clarity, confidence, and control over their finances. We know the unique challenges that come with balancing client care, compliance, and the complexities of running a practice because we’ve been serving this community for a decade.
Our team combines specialized accounting expertise with a people-first approach, helping you make sense of your numbers and make decisions that support your mission of care. Wherever you are in your business journey, we’ll meet you there — with accounting that empowers you to focus on what you do best: helping your clients thrive.
We Support
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Solo Practitioners
When you’re managing multiple clinicians, payroll, and growing administrative demands, we help you track performance, plan for hiring and taxes, and stay profitable.
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Group Practices
When you’re managing multiple clinicians, payroll, and growing administrative demands, we help you track performance, plan for hiring and taxes, and stay profitable.
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Expanding Your Practice
As you scale your clinicians, services or locations, our strategic accounting and CFO-level guidance ensure your growth remains sustainable and aligned with your goals.
Our Service Packages
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Available only to solo practices. Whether just starting out, or your practice is well established and you're ready to get bookkeeping off of your plate, we provide the support you need. You get access to our team of specialized accountants, financial reports, email support, monthly Q&As, and workshops.
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Our Core Accounting package is ideal for someone who is just starting out in group practice or who is establishing themselves as a business. You have decided to hire, or have one or two clinicians. We provide support to help you through this new beginning! You get access to our team of specialized accountants, email support, monthly Q&As, KPIs, and compensation support.
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Ideal for group practices. Our team handles all the bookkeeping in your practice, and you have access to accountants who specialize in working with the mental health industry. We provide support around compensation planning for your team and payroll, because we know that’s a big source of stress for group practice owners. You can reach out as often as needed with questions, and you will meet with our team quarterly for a Financial Review.
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Our highest level of service, the CFO package, includes all services offered in the Full Service package. In addition, as your fractional Chief Financial Officer, we look at the “big picture” in your practice. We work with the practice owner on forecasting, budgeting, compensation, expansion, and much more. Our CFO package is ideal for practices that are experiencing fast growth (whether planned or unplanned) or are really dialing in their financial systems and processes to get ready for growth, expansion, or exiting the business.
Feel Good About Your Finances
Package Add Ons
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Quick Books Online Subscription & Set Up
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Payroll Set Up
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Business & Individual Tax Return
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Profit First Implementation
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Profit First Ongoing Support
Real People, Real Results
Case Studies
Practice Owner, Northeast
Package: Full Service
Duration: Over 4 Years
From $141K to $2.2M in revenue. Net income up nearly 6×.
Revenue growth: +1,478%
Net income growth: +481%
Net income, year 1: $66K
Net income, year 4: $401K
Multi-Year Transformations
This practice positively transformed after over 4 years with the GreenOak team, increasing revenue and net income significantly.
Like all of our case studies, these numbers represent real transformation — but the owners behind them are the ones who showed up every day and did the hard work. We don't have a magic wand, and handing us your books doesn't automatically fix what's underneath them.
What we can offer is the data, the guidance, and someone in your corner when the big financial decisions land on your desk. But the deciding?
That part is always yours. Knowing your numbers changes how you lead. And having a team that knows your numbers as well as you do, and will tell you the truth about them? That part turns out to be priceless.
Exciting news! We won best in business for medium size business last night! It was incredible and I'm still soaking it all in. Thank you for all you have done to allow me to make informed decisions and feel comfortable and confident. I am truly grateful for your expertise, support, and guidance.
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Alycia Burant, MA, LPC, NCC, CMHIMP
Healthy Minds Therapy
