bookkeeping Service for
Psychotherapists

• Yes, we offer customized bookkeeping services for both independent psychotherapists and multi-therapist practices. Whether you're working alone or with a team, we can adapt our services to meet your specific needs.

We offer affordable bookkeeping solutions starting at just $4 per hour or $100 per month, making it easy for you to get the support you need without breaking your budget.

• We offer a full range of services including client invoicing, insurance claim tracking, expense management, payroll processing, tax preparation, and financial reporting to ensure your practice runs smoothly.

• Absolutely! We manage patient billing, insurance claims, and ensure reimbursements are tracked and recorded accurately, so you don't have to worry about follow-ups or missed payments.

• With a remote bookkeeper, you avoid the overhead costs of hiring an in-house accountant. We streamline your bookkeeping tasks, reduce errors, and ensure that your time is spent on what matters most—your clients.

• We offer more flexibility and affordability with remote services. You get dedicated expertise in psychotherapy practices without the need for physical office visits, and we can adapt quickly as your practice grows.

• We use encrypted software and secure document-sharing platforms to keep your financial data safe. Your confidentiality is a priority, and we follow strict privacy protocols to protect your sensitive information.

• Yes, we’ll need access to bank statements, receipts, invoices, and insurance documentation. We’ll guide you on how to securely share them with us for accurate bookkeeping.

• Getting started is easy! Simply reach out for a consultation, and we’ll discuss your practice’s needs, recommend a plan that works for you, and get your financial records set up for smooth management.

• Yes! Whether you have full-time, part-time, or contract therapists, we can process payroll and ensure that tax deductions, benefits, and payments are handled correctly and on time.

• Yes, we provide regular profit and loss (P&L) reports, balance sheets, and other financial summaries to give you a clear picture of your practice’s financial health. We’ll help you make informed decisions based on these reports.

• You can share financial documents as often as necessary. Typically, we recommend monthly or quarterly updates, but we’ll work with you to establish a schedule that fits your practice.

• We don’t file taxes directly, but we prepare all the necessary financial documents, ensuring you’re tax-ready and compliant. We’ll work closely with your tax professional to ensure everything is in order.

• No problem! We can help you transition smoothly, migrating your financial data without disruption. We’ll ensure that your books are up-to-date and accurate before taking over your bookkeeping duties.

• Yes, we specialize in bookkeeping for all types of therapy practices, including virtual or telehealth providers. We can manage all your financial needs, no matter how you operate.

• With hourly billing, you pay for the time spent on your specific bookkeeping tasks. With monthly billing, you get an all-inclusive package, which can be more cost-effective if you need regular ongoing support.

• We communicate via email, phone, or video calls—whichever works best for you. We make it easy to stay in touch and address any questions or concerns you may have.

Yes! We can assist with creating a budget, tracking financial goals, and providing insights into how to improve your practice’s profitability and financial stability.

With our transparent pricing, high-quality service, and specialized expertise in therapy practice finances, you’ll get accurate, timely, and cost-effective bookkeeping that saves you time, reduces errors, and helps you manage your practice more efficiently.