Bookkeeping & Accounting for Therapists
Running a therapy practice already asks a lot of you. Your finances shouldn’t feel confusing, inconsistent, or uncertain.
With ongoing monthly support, your books stay organized, your reports stay accurate, and your numbers start to make sense.
Monthly Accounting
Steady support for the financial side of your private practice
Running a therapy practice comes with enough to hold. Your finances should not feel confusing or uncertain.
With monthly support, your practice receives:
• Organized financial records in QuickBooks
• Accurate, up-to-date books
• Clear Profit & Loss and Balance Sheet reports
• Books prepared and ready for tax season
You don’t need a large accounting team. Just steady support from someone who understands therapy practices.
How This Service Works
Designed to be simple and sustainable for therapists with straightforward private practice finances.
For therapists who:
• Use QuickBooks Online
• Have one business checking account
• Have one business credit card
This structure allows me to keep your books updated regularly so your financial records stay organized and nothing quietly piles up over time.
Monthly Bookkeeping
Consistent, reliable bookkeeping to keep your practice organized
Bookkeeping is the foundation of your financial system.
Every transaction — from client payments to software subscriptions — needs to be recorded and organized correctly so your numbers stay accurate.
This service keeps your books clean, current, and aligned with what’s actually happening in your accounts.
Bookkeeping Support Designed for Therapists
Foundation
Monthly bookkeeping to keep your numbers accurate and organized
Every time money moves through your practice, whether through client payments, office expenses, or software subscriptions, it needs to be recorded correctly.
With this level of support, your bank and credit card activity are reviewed and organized each month so your books stay aligned with what is actually happening in your accounts.
As part of this monthly support, you’ll receive:
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
For therapists who want steady bookkeeping support and the reassurance that their numbers are being handled correctly each month.
Clarity
Financial Reports
that makes sense
For therapists who want better visibility into their practice finances without needing to interpret complicated accounting reports.
Once your books are organized, monthly financial reports help you clearly understand how your practice is doing.
Through these reports, you’ll see:
How much income your practice generated
Where your money is going
The overall profitability of your practice
How your numbers are trending over time
Instead of relying on your bank balance to gauge how things are going, you’ll have clear financial reports that show how your practice is actually performing.
Peace of Mind
Clean books that stay organized throughout the year
For therapists who want the reassurance that their financial records are prepared and organized throughout the year.
Because your books are reviewed and organized each month, your financial reports are already prepared when tax season arrives.
With this level of support, you’ll have:
Organized financial records throughout the year
Financial reports prepared and ready for your tax professional
Clear documentation of your income and expenses
A smoother, more predictable tax season
Instead of rushing to organize everything at year end, your books stay updated so tax preparation becomes much simpler and easier to manage.
Bookkeeping Support Designed for Therapists
Foundation
Accurate, organized books,
without the overwhelm
Each month, your bank and credit card activity is reviewed and reconciled so your records stay aligned with reality.
👉 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
Each month, your financial reports are prepared and explained so you can clearly see how your practice is performing.
👉 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.
Peace of Mind
Consistently maintained books,
ready when you need them
Each month, your books are reviewed and kept up to date so your financial records stay organized throughout the year.
👉 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.
You care for your clients.
I’ll Take Care of the Numbers.
You care for people every day.
My job is to make sure the financial side of your practice is
organized, understandable, and under control.
When your books are organized, and your numbers make sense, the financial side of your practice begins to feel much lighter.
need a simple start?
Grab a copy of my FREE Practice Bookkeeping Tracker to start organizing your money today!