As a psychologist, your top priority should be helping clients with their mental health, not bookkeeping. With our bookkeeping services for therapists, you will have tax-ready books and insights to help your practice grow.
Psychologists and counselors often juggle multiple pricing models, from one-time sessions to recurring consultations, making it complicated to track revenue accurately.
What we do
CoCountant integrates with your existing systems to record and categorize all session fees, giving you a clear picture of your revenue streams.
Cost efficiency for freelancers
What we’ve observed
Many professionals in this field work as freelancers or associates, making it difficult to manage expenses like rented space, licenses, and client acquisition costs.
What we do
We efficiently categorize and track expenses, enabling you to optimize costs and improve your profitability.
Complex insurance billing
What we’ve observed
Managing insurance claims and payments can be an administrative burden, leading to delayed payments or claim rejections.
What we do
CoCountant streamlines your insurance billing process, ensuring timely payments and reducing administrative overhead.
Compliance and tax deductions
What we’ve observed
Professionals are often unaware of the various tax benefits they can avail, including deductions for ongoing education, research materials, and even home office costs.
What we do
Our compliance-first approach ensures you make the most of available tax deductions, thereby improving your bottom line and ensuring you’re fully compliant while maximizing deductions.
How CoCountant helps your business
We offer a range of specialized services that complement our bookkeeping services for therapists.
“We’re a 17-year-old marketing agency and have managed our books internally. Hiring CoCountant in 2024 was the best decision I've made in a long time. Our Quickbooks account needed a lot of cleanup which they did as a 1st step while providing sound accounting recommendations. Each month they do a great job of managing our books and reporting. As they get familiar with our business, they’re handling my time-consuming tasks like payroll. I would highly recommend CoCountant.”
Colleen Rupp
“I've recently stepped into a new role as the COO within the company and have started working more closely with two of CoCountant's bookkeepers, both of whom have been a great addition to our team. We are a small company, so we are small and mighty, and having a contractor do our accounting for us has been a great option. They've been a huge help with getting contractor payments in and payroll, and have been readily available and willing to help with whatever we need. We definitely want to continue using them moving forward because of that availability and because of their knowledge.”
Ravi Bajracharya
“CoCountant team is very thorough with their review of my transactions, and their comprehensive services help keep my books updated to provide a clear financial picture. I also find the CoCountant team provides a great platform for communication and is always very responsive when I need them. They have also gone above and beyond to accommodate specific requests, which is very much appreciated. Thank you CoCountant team, great to have your support and expertise.”
Edwin Goutier
“The value-to-cost ratio is amazing. I save so much time using CoCountant's services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.”
Waynewright Malcom
“This is my first experience with CoCountant and I can say that the service has far exceeded my expectations. The resource assigned to the Controller position has been knowledgable, technically skilled, dedicated and a great team player. In addition, CoCountant's customer success and support processes ensure that all my expectations are met or exceeded. Without reservation, I highly recommend CoCountant for any of your financial outsourcing needs.”
Mark Arthur
I am the CEO and founder of Coast to Coast HR, servicing all of North America. We have been working with CoCountant for several months now, and after some hiccups with other organisations, I settled on CoCountant because they have done a fantastic job. They’re very service-focused and great to work with! They're also extremely friendly to small businesses and our tight budgets. The monthly calls we get to go over the books help me immensely. It has saved me money, and I cannot recommend them more.
Join hundreds of therapists who trust CoCountant for their bookkeeping
See the CoCountant difference in your operations with our bookkeeping for therapists! Get started with plans from just $160 — we’ll review your books and identify areas for improvement, streamlining your operations and strengthening your bottom line.