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Accounting & Business Services for Therapists

You support your clients’ mental and emotional well-being. Your finances should be just as supported.

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If you are a therapist managing client income, insurance payments, private pay, or a growing practice, your finances need structure, compliance, and clarity. This page is for therapists who want their accounting and business services handled correctly so they can focus on their clients without financial stress.

Who This Is For

This page is for therapists who:

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  • Operate private practices or group practices

  • Accept insurance, private pay, or a combination of both

  • Are licensed professionals such as LPCs, LCSWs, LMFTs, psychologists, or counselors

  • Want organized finances, fewer tax surprises, and professional guidance

  • Are ready to treat their practice like a business, not a side task

Common Issues and Pain Points

Therapists often face financial challenges that are unique to their profession.

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Common issues include:

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  • Mixing personal and practice finances, making it hard to understand true income

  • Inconsistent tracking of insurance reimbursements and client payments

  • Falling behind on estimated taxes or payroll obligations

  • Unclear records when applying for loans, office space, or expansion

  • Operating as a sole proprietor without understanding entity or tax implications

  • Lack of clean books needed for compliance, audits, or growth

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Business Advisory Focus

Business advisory helps therapists make informed, confident decisions.

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This includes guidance on:

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  • Cash flow planning and income stability

  • Understanding practice profitability

  • Preparing for growth, hiring, or expansion

  • Making informed entity and tax decisions

  • Aligning financial systems with long-term professional goals

How We Support You

We support therapists through Accounting & Business Services designed to keep your practice compliant, organized, and financially sound.

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That support means we do not treat bookkeeping, payroll, and taxes as separate or disconnected tasks. We intentionally align them so each area supports the other and reflects what is actually happening in your practice.

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Your bookkeeping creates the foundation by accurately tracking income, expenses, insurance reimbursements, and private-pay revenue. That information flows into tax preparation and planning, ensuring your taxes are based on real, up-to-date numbers instead of estimates or last-minute cleanup. When payroll is involved, it is structured around your cash flow and income patterns so you are paying yourself or your staff correctly and consistently.

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By bringing these services together, we help ensure:

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  • Your financial records are accurate, current, and tax-ready

  • Payroll decisions are aligned with your practice’s profitability

  • Tax filings and planning are based on clean, reliable data

  • Compliance issues are addressed proactively, not after notices arrive

  • Your practice is financially prepared for growth, loans, or expansion
     

Our role is to create a connected financial system that supports your work as a therapist, so you can focus on your clients with confidence in your numbers.

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Why Bookkeeping Matters for Taxes?

Bookkeeping drives tax strategy. By keeping your books in order, we can identify opportunities to lower your tax bill and even determine if switching your business entity could help you save more.

We serve clients locally from
Cornerstone Co-working

279 W. Crogan St.,

Lawrenceville, GA 30046,
including Lawrenceville, Snellville, Duluth, Buford, Grayson, Gwinnett County, and Atlanta.


We also serve traveling nurses virtually throughout the United States, including but not limited to New York, New Jersey, Pennsylvania, Maryland,
North Carolina, South Carolina, Georgia, Florida, and Texas.

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Now... would you like to book a Discovery Call?

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