Bookkeeping for Therapists and Counselors: Keep Your Practice on Track
Whether you run a solo private practice or manage a team of mental health providers, your goal is to help clients – not manage spreadsheets or chase down invoices. But bookkeeping is essential for keeping your therapy business financially healthy, compliant, and stress-free.
Download Our Free Brochure →Here’s how therapists and counselors can simplify their books with the right support.
What Does Bookkeeping Look Like for Mental Health Providers?
Therapy practices typically deal with:
- Insurance reimbursements and co-pays
- Client invoicing or session tracking
- Payroll and contractor payments
- Continuing education, office rent, software subscriptions
- HIPAA and healthcare-related compliance
A professional bookkeeper helps manage all of this while preparing clean, tax-ready financials every month.
Comparing a Private Practice in New York vs. a Group in Arizona
A solo therapist in New York may need basic income/expense tracking and help with quarterly taxes. Meanwhile, a therapy group in Arizona with multiple contractors may need payroll support, 1099 filing, and more structured monthly reporting.
Either way, outsourcing bookkeeping ensures accuracy, consistency, and peace of mind.
Real Test Case
Elena, a licensed therapist in California, used to manage her books through Google Sheets. After missing several expense deductions and getting hit with late tax payments, she switched to Remote Books Online. Now she pays $120/month and receives categorized reports, bank reconciliation, and quarterly estimates delivered to her CPA.
She no longer worries about financials and focuses entirely on her clients.
Don’t Let State Rules Trip You Up
Therapists across states face varying business structures and tax requirements – including self-employment taxes, estimated payments, and state licensing fees. Remote bookkeeping helps you manage all of it with clear reports and built-in compliance.
Download Our Free Brochure →Therapists Deserve Financial Clarity, Too
You help clients gain insight and balance. Your books should reflect the same. A professional bookkeeping service gives you clean data, predictable costs, and more time for what matters.
FAQs
What if I use software like SimplePractice or TherapyNotes?
Bookkeepers can work alongside these systems or integrate with your payment platform (e.g., Stripe, IvyPay, Square).
I don’t have staff — do I still need bookkeeping?
Yes. Even solo therapists benefit from monthly reports, categorized expenses, and support at tax time.
Can I deduct therapy-related expenses?
Yes. Software, office space, CEU fees, marketing, and even professional supervision can be tracked and deducted properly.
Do I need to send receipts to my bookkeeper?
Most systems sync directly with your bank or card. You can upload missing receipts for documentation.
What’s the cost?
Most therapy practices pay between $95 and $150/month for full-service bookkeeping.
Let Remote Books Online Support Your Therapy Practice
Focus on your clients. We’ll handle the numbers. Our team supports therapists, counselors, and mental health providers with accurate, secure, and affordable bookkeeping.
Start with a free month of service:
https://www.remotebooksonline.com/bookkeeping/offer
Helpful Resources and Local Pages:
- Learn more about bookkeeping services for medical and dental practices
- Compare affordable bookkeeping options
- Explore our QuickBooks bookkeeping services
- Check support in California, New York, Arizona, Texas, and Florida
- Local markets we serve:Los Angeles CA 90001, New York NY 10001, Phoenix AZ 85001, Austin TX 73301, and Miami FL 33101
