Author: David Leichter
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How Therapists Can Streamline Bookkeeping for Insurance and Client Payments
Some weeks, your calendar is packed and your therapy practice feels steady. Then, you check your accounting software and wonder why your income doesn’t match the number of client sessions you completed. You know the work happened, yet your financial records tell a different story. Sometimes the insurance reimbursements haven’t arrived. Sometimes claims sit pending…
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Start Today: Bookkeeping Services Built Specifically for Therapists
Some days your practice feels steady and predictable. Other days you’re catching up on financial records between sessions and hoping everything adds up at tax time. Most private practice owners never planned to become their own bookkeepers, yet the work still lands on your desk. Bookkeeping services built specifically for therapists step in right where…
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Bookkeeping Made Easy for Therapists: A Practical Guide
Running a therapy practice is fulfilling, but bookkeeping can feel like a chore. Still, keeping your books in order is what helps your business stay healthy and compliant. Once you have a system that fits how you work, tracking money stops being stressful and starts being useful. For therapists, bookkeeping shows you what your cash…
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Financial Red Flags Therapists Shouldn’t Ignore in Their Practice
Running a therapy practice means balancing care for your clients with care for your business. When your attention is pulled toward sessions, notes, and client needs, it’s easy for small financial warning signs to slip through the cracks. Aside from providing excellent mental health support, a healthy therapy practice’s success also depends on strong financial…
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What Is Accounting for Therapists? A Beginner’s Guide to Managing Your Finances
If you run a therapy practice, you already know how much energy it takes to care for clients, manage appointments, and keep up with documentation. But behind the scenes, there’s another layer that can quietly make or break your business: accounting. Understanding your money doesn’t mean you have to be an accountant. It means: Let’s…
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How to Balance Personal and Business Finances as a Therapist
As a therapist, you spend your days helping others find clarity. But when it comes to your own finances, things can start to blur. It’s common for therapists, especially in private practice, to mix personal and business money without realizing it. One account for everything. A few Venmo transfers here and there. Groceries and office…
