Financial Health for Mental Health Professionals: Expert Accounting Services Nationwide.
We handle the financial complexities of your practice so you can focus on what matters most—your patients.
Tired of Juggling Your Practice and Your Paperwork?
You didn't become a mental health professional to get lost in spreadsheets. Yet, managing bookkeeping, payroll, and complex tax regulations can drain your time and energy. As a nationwide provider, we specialize in understanding the unique financial challenges of the healthcare industry, from insurance billing to compliance, so you don't have to.
More Time For Patients
Protection Against Tax Audits
Strategic Financial Insight
Roadmap To Success and Growth
Your Comprehensive Solution for Financial Management
As nationwide experts, we offer a full suite of services tailored to your practice's needs.
Tax Planning and Preparation
We go beyond basic tax filing. We provide year-round tax planning strategies designed specifically for healthcare professionals to minimize your tax liability and maximize your income.
Payroll and HR
Support
Simplify payroll for yourself and your staff. Our service ensures accurate paychecks, tax withholdings, and compliance with all regulations.
Bookkeeping and Financial Reporting
Our team handles your daily financial tasks, providing clear, accurate, and timely reports. This gives you a real-time understanding of your practice's financial health.
Practice Management Consulting
We provide strategic advice to help your practice grow, from budgeting and cash flow management to optimizing revenue streams
Your Path to Financial Peace in 4 Simple Steps
1. Choose Your Package
2. Complete Your Questionnaire
3. Initiate Bookkeeping Review & Clean-up
4. Seamless Onboarding & Monthly Services
Go Beyond the Books: Strategic Support for Your Practice
The Solo Practitioner
$450 per month. 100% tax deductible.
Best for:
The busy therapist in private practice who needs to stay organized and compliant.
Bookkeeping Included: Up to 50 transactions/month (e.g., bank, credit card)
Included Services:
- Financial reports
- Secure client portal access
- Annual tax preparation of Schedule C (1040) tax return
- One bank/credit card account connected
- Dedicated bookkeeping expert
The Growing Practice
$850 per month.100% tax deductible.
Best for: Practices with a small team or those planning to hire, needing seamless financial management.
Bookkeeping Included: Up to 150 transactions/month (e.g., bank, credit card)
Included Services:
- Everything in the Solo Practitioner plan, plus:
- Quarterly tax planning
- Payroll management (up to 5 employees)
- Up to 3 bank/credit card accounts connected
- Initial internal controls assessment
- Unlimited communication with your bookkeeping team
The Group Practice
$1,500 per month.100% tax deductible.
Best for: Multi-therapist practices requiring advanced financial oversight and strategic growth support.
Bookkeeping Included: Up to 300 transactions/month (e.g., bank, credit card)
Included Services:
- Everything in the Growing Practice plan, plus:
- Quarterly growth coaching
- Up to 5 bank/credit card accounts connected
- Enhanced payroll( up to 10 employees)
- Financial budgeting
- Annual tax preparation: For S-Corps or partnership
- 1099 reporting for contractors
Our three pricing packages are tailored for mental health professionals, with fees based on transaction volume. The Clarity Plan covers solo practitioners with essential bookkeeping and personal tax filing. The Momentum Plan adds payroll and quarterly tax planning for growing practices. The Advantage Plan is for established group practices, offering advanced bookkeeping, payroll for up to 10 employees, business tax prep (Form 1065), budgeting, forecasting, and coaching. Personal tax preparation for partners in the Advantage Plan is a separate service. Prices are subject to change.
Trusted by Healthcare Professionals Nationwide
