{"id":8362,"date":"2026-10-16T18:24:11","date_gmt":"2026-10-16T23:24:11","guid":{"rendered":"https:\/\/wellnessfi.com\/staging3\/?page_id=8362"},"modified":"2026-10-19T16:25:30","modified_gmt":"2026-10-19T21:25:30","slug":"bookkeeping-for-therapists","status":"publish","type":"page","link":"https:\/\/wellnessfi.com\/staging3\/bookkeeping-for-therapists\/","title":{"rendered":"Bookkeeping For Therapists"},"content":{"rendered":"
\n\t\n
\n\t\n\t

\n\t\tBookkeeping and Accounting for Therapists
\t<\/h1>\n\n\n\t

\n\t\tWellness Fi provides bookkeeping for therapists, counselors, and other mental health professionals in private practice. You get a dedicated bookkeeper who knows your practice, plus a dedicated tax advisor when you want year-round tax help. Your books stay current every month, you always know what to set aside for taxes, and you have real people to ask.\t<\/p>\n\n\n

\n\t\n\nSee All Services & Pricing<\/span><\/a>\n\n\n\nBook a Call<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n
\n\t\n
\n\t\n
\n\t\n
\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t

\n\t\t300+ Practices Served\t<\/h3>\n\n\n\t

\n\t\t300+ Private Practices Served Across the US\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t

\n\t\tCPA’s & EA’s\t<\/h3>\n\n\n\t

\n\t\tCPAs and IRS Enrolled Agents on staff\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t

\n\t\tDone-For-You\t<\/h3>\n\n\n\t

\n\t\tAccounting done for you. Not another software you have to manage.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n

\n\t\n\t
\n\t\tServices\t<\/h5>\n\n\n\t

\n\t\tWhat is bookkeeping for therapists?\t<\/h2>\n\n\n
\n\t
<\/div>\n<\/div>\n\n\n\t

\n\t\tBookkeeping for therapists is the monthly work of recording, categorizing, and reconciling a therapy practice’s income and expenses. It accounts for things generic bookkeepers often miss: insurance reimbursements that arrive late or short, client payments from practice software, licensing and CEU costs, and quarterly tax set-asides.
\t<\/p>\n\n<\/div>\n\n\n

\n\t\n
\n\t\n
\n\t\n
\n\t\n\t

\n\t\tWhy therapists need a bookkeeper who knows therapy practices
\t<\/h2>\n\n\n\t

\n\t\tA general bookkeeper can reconcile a bank account. What they usually can’t do is look at a therapy practice and see how it actually earns money. That gap is where the mistakes, and the missed savings, tend to hide. Good bookkeeping for therapists starts with knowing how a therapy practice gets paid.\t<\/p>\n\n\n\n

Here is what makes accounting for therapists different:<\/h3>\n\n\n\n

A growing therapy practice brings bigger decisions.<\/strong> As your income grows, an S-corp, a reasonable salary<\/a>, and an accountable plan<\/a> start to matter. We help you work out whether an S-corp makes sense for your practice<\/a> using your real numbers.<\/p>\n\n\n\n

\n
Book a Call<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n<\/div>\n\n\n
\n\t\n
\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t
\n\t\tTherapist Payments\t<\/h5>\n\n\n\t

\n\t\tInsurance payments rarely match what you billed.<\/strong>\u00a0Panels pay late, in batches, and sometimes short. We match deposits against what you billed so a missing payment doesn’t quietly disappear.\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t
\n\t\tPractice software\t<\/h5>\n\n\n\t

\n\t\tYour practice software and your bank tell different stories.<\/strong>\u00a0SimplePractice, TherapyNotes, Jane, and Alma show what you charged. Your bank shows what arrived, often bundled together with fees taken out. We make the two line up.\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t
\n\t\tTaxes\t<\/h5>\n\n\n\t

\n\t\tNobody is withholding your taxes.<\/strong>\u00a0When you’re self-employed, you pay taxes on your own, usually four times a year. We give you a clear number to set aside every month so April is never a surprise.\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\n
\n\t\n
\n\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t
\n\t\tpractice expenses\t<\/h5>\n\n\n\t

\n\t\tYour expenses are specific to your work.<\/strong>\u00a0Licensing fees, CEUs, clinical supervision, malpractice insurance, telehealth software, and office rent all need to be categorized correctly so they count at tax time.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n

\n\t\n
\n\t\n
\n\t\n
\n\t\n\t

\n\t\tWhat’s Included In Our Monthly Accounting Packages\t<\/h2>\n\n\n\n

Our bookkeeping & accounting packages gives every therapist or private practice the same foundation, done for you every month.<\/p>\n\n\n\n

In plain terms, this is outsourced bookkeeping for therapists: the monthly work leaves your to-do list, and you still see every number.<\/p>\n\n<\/div>\n\n\n

\n\t\n\nView Services & Pricing<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n\n
\n\t\n
\n\t\n\t

\n\t\t01\t<\/h3>\n\n\n\t

\n\t\tBookkeeping\t<\/h4>\n\n\n\t

\n\t\tMonthly bookkeeping and reconciliation<\/strong> of your business bank and credit card accounts\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\t

\n\t\t02\t<\/h3>\n\n\n\t

\n\t\tMonthly Financial Reports\t<\/h4>\n\n\n\t

\n\t\tA monthly Profit and Loss <\/strong>report, so you know exactly what your practice earned and spent\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\t

\n\t\t03\t<\/h3>\n\n\n\t

\n\t\tTax Estimates\t<\/h4>\n\n\n\t

\n\t\tQuarterly tax estimates<\/strong>\u00a0for federal and state, plus a clear number to set aside, so April is never a surprise\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\t

\n\t\t04\t<\/h3>\n\n\n\t

\n\t\tPersonalized Support\t<\/h4>\n\n\n\t

\n\t\tA dedicated bookkeeper<\/strong>\u00a0who knows your practice by name, reachable by email and phone\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\t

\n\t\t03\t<\/h3>\n\n\n\t

\n\t\tSoftware Subscription\t<\/h4>\n\n\n\t

\n\t\tBookkeeping software included<\/strong>\u00a0(QuickBooks Online or Wave, depending on what fits your practice)\t<\/p>\n\n<\/div>\n\n\n

\n\t\n\t

\n\t\t06\t<\/h3>\n\n\n\t

\n\t\tPractice Software Alignment\t<\/h4>\n\n\n\t

\n\t\tWorks alongside your practice software.<\/strong>\u00a0Many of our clients use SimplePractice, TherapyNotes, Jane, or Alma. We make sure the numbers from your practice software line up with your books.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n

\n\t\n
\n\t\n
\n\t\n
\n\t\n\t

\n\t\tWant more support?<\/strong>\u00a0\t<\/h3>\n\n\n\t

\n\t\tAdd a dedicated tax advisor, year-round tax strategy, and two planning meetings a year. Or add a monthly CFO partner for cash flow, hiring, and growth decisions. We also handle tax preparation<\/a> and S-corp help<\/a> when you are ready.\t<\/p>\n\n<\/div>\n\n\n

\n\t\n
\n\t\n\nBook a Call<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n<\/div>\n\n\n
\n\t\n
\n\t\n
\n\t\n\t

\n\t\tOur Pricing\t<\/h2>\n\n\n\t

\n\t\tFlexible pricing & service options.\t<\/p>\n\n<\/div>\n\n\n

\n\t\n
\n\t\n
\n\t\n
\n\t\n\n
\t

\n\t\tFoundations\t<\/h4>\n\n\n\t

\n\t\tstarts at\t<\/p>\n<\/div>\n\n\n\t

\n\t\t$218\t<\/h3>\n\n\n\t

\n\t\tThe Essentials\t<\/p>\n\n\n

\n\t\n
\n\t\n\n Get Instant Pricing Estimate<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n
\n\t\n\n