Specialized Accounting  for

Mental Health Professionals & Therapists

Over the years we worked with more and more therapists because we were referred by happy clients. Now we serve this niche intentionally with specialized expertise. We quickly realized that counselors love helping people, not crunching numbers. Our goal is to help owners expand their influence through solid financial ownership and decision making. 


We work with so many group practice owners (and some solo practitioners too!) that we know what works and what doesn't. We've seen "under the hood" of businesses like yours so we can help you avoid costly mistakes!

Understand your Financial Story as a Private Practice Therapist

Do you think it is possible to spend less time on your bookkeeping and understand more about what your numbers are telling you? With us, it’s not only possible, it’s your future! 

Our monthly accounting services will keep you in the know about your finances while saving you hours of administrative work. We start with our specialized service packages and customize each one based on the size of your practice and the services you need. While monthly services are most popular, we also offer one-time services. The one-time services we offer alongside our monthly services include:

  • Bookkeeping Clean-Up

  • QuickBooks Online Set-Up​

  • Budgeting & Forecasting

  • Payroll Set-Up

  • Profit First Set-Up

  • Personalized KPI Dashboard

  • Compensation Analysis

  • ...and much more!

Watch your bottom line grow

Have you ever calculated how many advertising dollars it takes to get a new patient in the door? Do you know how to structure compensation for your employees so that you both stay happy? Can you say for sure that your finances are aligned with your long-term goals?


If not, then it's time to find out!



We start with the monthly accounting and bookkeeping to get a solid set of financials.



Then we'll focus on overhead, payroll, and administrative ratios and compare yours with industry standards. We'll forecast your cash flow and run through scenarios so you can see how they impact your business.



We’ll help with implementing financial systems to keep your business running smoothly. We'll keep an eye on the progress and check in with you regularly.



You’ll pay yourself first and notice your bottom line growing. We’ll continue to work with you regularly to help you reach your goals with solid financial standing.

Next Steps


No Commitment Consultation

If you want to see if this is the right decision for your practice, jump on the phone for a

conversation with one of our team members!

Just starting a private practice in counseling?

We’ve created a tool that can help you get started right.