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…

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…

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…

While the main goal behind running a therapy practice is helping clients, it involves a lot more than that. It also means managing behind-the-scenes details: money, records, taxes, and the decisions that shape your long-term stability. These can easily get complicated, but that’s okay. As a therapist, you were trained to help patients — not…

When you’re running a private practice, you’re a mental health professional and a business owner. And while you’re trained to track moods and progress notes, tracking your business finances might feel like a completely different beast. Unfortunately, a few simple bookkeeping mistakes can cause cash flow issues, inaccurate financial statements, and painful tax time surprises.…

Let’s be honest: you didn’t start your therapy practice because you love tracking expenses and reconciling bank statements. But here’s the thing — your financial health is just as important as your clinical work if you want your practice to thrive long-term. And after decades as a CPA working with mental health professionals, I can…