Bookkeeping for Private Practice Therapists
I help private practice therapists stay organized, save time, and feel confident about their finances with clean books, clear insights, and personal support every step of the way.
Responsive, reliable, and tailored to your practice.
Your practice deserves better than generic bookkeeping and unanswered emails. I deliver organized financials, consistent support, and answers when you need them most. You can stay focused on your clients while I handle the numbers seamlessly in the background.
Core Services
Categorizing
I sort your transactions into the right categories so your books stay organized and accurate.
Email Support
I use Keeper.app to provide prompt, reliable email support, ensuring your questions are answered quickly and your finances stay on track.
Reconciling
I match your bank and credit card statements with your books to ensure everything adds up correctly.
Monthly Consults
I offer monthly consults to review your financials, answer questions, and keep you heading toward your goals.
Reporting
I provide clear, easy-to-understand reports so you always know how your business is performing.
Tax Prep
I help prepare your financials for tax season, ensuring everything is accurate and ready for filing.
More time for your clients, less time on your books.
I know that running a private practice entails a lot of admin tasks. I take the bookkeeping part of that off your workload, giving you more time where it’s needed most.
Other Services
-
If your books feel messy or behind, I can help you get everything back on track. I organize past transactions and fix errors to make sure you have data you can trust.
-
I use Hubdoc to securely gather, organize, and store your financial documents in one place. No more hunting for receipts or sorting through piles of paperwork.
-
I deliver detailed reports that break down your income, expenses, and trends to give you a deeper understanding of your practice's finances.
FAQs
-
Yes, I can organize and track your income from multiple sources, including private pay clients and insurance reimbursements. This helps you stay on top of payments and see a clear picture of your revenue.
-
I keep your financial records organized and prepare tax-ready reports, so when it’s time to file, your CPA or tax preparer has everything they need to make the process smooth and stress-free.
-
I use secure, encrypted software to manage your books and ensure your sensitive information is protected at all times.
-
At this time, I only offer virtual bookkeeping services.
-
No worries! We can discuss cleaning or catching up your books before starting ongoing services so that you have the most accurate information possible.
-
In general, monthly services would cost between $300-$600, but cost is highly dependent on the number of transactions per month, reporting needs, clean-up/catch-up needs, and more. I’ll be able to give a better idea of cost after a discovery meeting.