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.

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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

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.
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.

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.

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Our Service Packages

Included in our CFO service, 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. 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.

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CFO Plus Tax

Our second CFO tier includes our full-service tax team who works closely with your accounting team to provide coordinated, reliable tax support. With a designated group of tax professionals who understand private practices, we assist with a wide range of needs throughout the year—not just at filing time.
Tax Return preparation
Estimated Tax Calculation
1099 Preparation
Tax Planning
Valuations & Exit Planning
S-Corp Evaluation & Election
Tax Resolution Services

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