Business accounting & advisory
Accounting and Tax Support for Therapists
Running a practice means managing a business as well as caring for clients. We connect your bookkeeping, reporting, and tax planning so your practice’s finances get the attention they need — without unnecessary complexity.
Clear books for your practice
Private-pay receipts, insurance payments, and practice expenses come together in one set of records. Monthly reconciliations show the difference between services billed and money collected.
Income, expenses, and cash
Rent, software, and staffing costs affect your practice in different ways. Reporting reviews those costs alongside collections and owner compensation, whether you work independently or run a group practice.
Business and personal taxes
Your practice’s structure and results affect your personal tax situation. Current records provide the starting point for reviewing estimated payments and proposed changes during the year.
A practical scope
We agree on scope before work begins, and your records include the financial information needed for the engagement — not unnecessary clinical details.
Common questions
Can we discuss support for a solo or group practice?
Yes. The initial conversation considers your practice’s structure, records, and needs so we can agree on an appropriate scope.
Do you handle clinical records or insurance billing?
This page describes financial accounting and tax support, not clinical record management or an insurance billing service. Responsibilities and the information needed should be agreed before work begins.
Can business and personal taxes be reviewed together?
Yes. Where those considerations are connected, both can be reviewed within the agreed engagement.
Ready to chat?
Tell us what your organization needs. We’ll tell you plainly whether we can help, what it would cost, and what happens first.