bookkeeping Service for
Therapist

• Yes! Whether you operate virtually or in-person, a bookkeeper helps manage your practice’s income, expenses, and taxes efficiently, providing clear insights into your financial health.

We manage patient payments, insurance claims, payroll, expense tracking, accounts payable/receivable, tax preparation, and regular financial reporting.

• Our plans start at $100/month, offering affordable and flexible packages to fit the size and needs of your practice.

• Yes, we can track insurance reimbursements, ensuring payments are received on time and accurately recorded.

• We use leading accounting software like Xero, QuickBooks, and MYOB. We can also adapt to any specific software you prefer.

• We use encrypted platforms, secure file-sharing systems, and follow strict confidentiality policies to keep your data safe.

• Absolutely! We provide customized reports like profit and loss statements, cash flow reports, and balance sheets to help you make informed decisions.

• Yes, we handle tax preparation, identify applicable deductions for therapists, and ensure compliance with tax regulations. While we don't file taxes directly, we collaborate with your tax professional to streamline the process.

• We offer communication via email, phone, video calls, and secure chat platforms to ensure seamless collaboration.

• Yes, we process payroll for your employees, ensuring timely payments, tax deductions, and compliance with labor laws.

• We categorize and track expenses such as rent, utilities, marketing costs, professional development, software subscriptions, and travel expenses, ensuring they’re recorded accurately.

• We provide regular updates, such as weekly transaction summaries and monthly financial reports, to keep you informed about your practice’s financial health.

• Yes, we assist in creating budgets, tracking performance against financial goals, and providing insights to improve profitability.

• Yes, we will need access to bank statements, receipts, invoices, and any relevant financial documents. We’ll guide you on securely sharing these files.

• We manage patient billing and follow up on outstanding payments, ensuring a consistent cash flow for your practice.

• Yes, we can assist in migrating your existing financial records to a more efficient bookkeeping system while ensuring accuracy and minimal disruption.

• Yes, our services are tailored to meet the unique needs of your therapy practice, whether you work solo or manage a team.

• Simply contact us for a consultation. We’ll assess your needs, propose a tailored plan, and set up your bookkeeping system seamlessly.

• Remote bookkeepers are cost-effective, flexible, and eliminate the need for office space. They also bring specialized expertise to manage your practice’s finances efficiently.