Specialized Accounting for
Mental Health Professionals & Therapists
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 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 services we offer are:
Monthly accounting and bookkeeping
Monthly ratio analysis and target discussion
Cash flow/scenario forecasting
Dashboard to measure your KPIs
Invoicing/Superbills (direct pay only)
Compensation analysis and consulting
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 compensation and benefits structuring as well as running payroll.
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.