Why controller-led?Talk to an expert

BOOKKEEPING FOR THERAPISTS

Empower your practice, secure your finances

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.
Talk to an expert
Financial Management for Psychologists and Counselors
Rhino Web Group
Hollywood.com
Datum
Backpack Group
LaunchPath
Coast 2 Coast HR
Emkao Foods
Buoyant
ALP
Daystorm
IHG
Arda
Venduni
Flowship
Willport
Engineered Group
Roots and herbs

Session-based revenue management

What we’ve observed

  • 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.
Session-Based Revenue Management

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.
Cost Efficiency for Freelancers

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.
Complex Insurance Billing

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.
Compliance and Tax Deductions

How CoCountant helps your business

We offer a range of specialized services that complement our bookkeeping services for therapists.
View details

Bookkeeping

We manage your books meticulously, ensuring financial accuracy with zero effort from you.

Explore Bookkeeping Services

Payroll

We handle payroll seamlessly, ensuring timely and accurate payments to your team.

Explore Payroll Services

Expense Reporting

We streamline expense reporting, managing employee and business spending efficiently.

Explore Expense Management

Invoicing

We facilitate swift invoicing, helping you get paid faster and improving cash flow.

Explore Invoicing Services

Collections

We streamline collections, improving cash inflow and reducing recovery efforts.

Explore Collections Services

Bill Pay

We manage bill payments precisely and consistently, ensuring on-time payments and good vendor relations.

Explore Bill Pay Services

View details

CoCountant uses the best financial systems

StripeGustoAmazonFresh BooksQuickbooksExpensifyBillShopifya2xBrexSquareRamp

Why our clients count on us

Oscar J Muro

Oscar J. Muro

“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

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

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

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

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

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.