Bookkeeping for Therapists

Keep Your Focus on Clients — Not Your Books

Running a private practice means wearing a lot of hats. Between seeing clients, managing schedules, and handling admin, your books can easily fall behind. Messy financials create stress, cost money, and make tax season overwhelming.

A therapist came to us panicked because their books hadn’t been touched all year and their tax deadline was looming. We cleaned up 12 months of transactions so they could file on time and avoid penalties.

At Bookwise Bookkeeping, we help therapists like you stay financially organized so you can get back to what matters most — supporting your clients.

Common Money Leaks in Therapy Practices

We understand the unique challenges therapists face:

• Uncategorized client payments that throw off reports

• Mixing personal and practice expenses

• Falling behind on reconciliations so reports aren’t accurate

• Lack of timely financials when applying for loans or making business decisions

One therapist had been mixing personal and business expenses in the same account. Separating everything gave them cleaner reports and peace of mind at tax time.

We clean all of this up — so you get clear, accurate financials every month.

Our Services for Therapists

Whether you’re a solo practitioner or run a small group practice, we offer:

• Monthly Bookkeeping — categorized, reconciled, and ready-to-use financials

• Quarterly Reviews — deeper dives into trends and planning

• Cleanups — get caught up if you’ve fallen behind

Why Therapists Choose Bookwise Bookkeeping

• We understand the realities of private practice cash flow

• We deliver timely, accurate reports so you can make decisions with confidence

• We save you from expensive tax-prep surprises

• We’re known for being accessible and highly responsive to client questions

• 35+ years of combined accounting and bookkeeping experience backing every report

We set up monthly reporting for a therapist so they could finally see whether their practice was covering expenses and how much to set aside for taxes.

Next Step: Get a Health Check

Not sure where things stand? Start with our $297 Health Check — a quick, low-risk way to see exactly what’s going on in your books.

Your Books Don’t Have to Be Stressful

Let us handle the numbers so you can focus on your clients.