Bookkeeping
We manage your books meticulously, ensuring financial accuracy with zero effort from you.
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.
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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.
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.
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CoCountant uses the best financial systems
Why our clients count on us
Close time cut from 20 days to 10
Entertainment media company, 50–200 person team
Their controller is consistently and readily available for chats and meetings whenever we need their help. We definitely want to continue using them because of their availability and expertise.
Recovered $200K in overdue AR
PropTech SaaS company, 11–50 person team
Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable. Our reporting to board members and shareholders has also improved significantly.
12 hrs exec time saved / month
Fractional HR consultancy, founder-led
Extremely friendly to tight budgets. Their monthly calls to go over the books help immensely and save me money. With reconciled accounts and their timely updates, I have a clear picture of my revenue, expenses, and cash flow.
Custom chart of accounts built
Botanical gift box e-commerce brand, solo founder
They came in and helped me with exactly what I needed: setting up QuickBooks, detailed bookkeeping, building custom categories specific to my business so I know where I’m spending to improve cash flow, and monthly calls to review transactions.
Audit-ready & tax-smart
Specialty music instrument retailer, founder-led
They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. They’re dedicated to our success and really understand our needs.
14 months cleaned & reconciled
Digital marketing and web agency, founder-led
Hiring CoCountant in 2024 was the best decision I’ve made in a long time. Each month they do a great job of managing our books and reporting.
Strong ROI, more strategic intel
Business consulting and innovation firm
The value-to-cost ratio is amazing. I save so much time using CoCountant’s bookkeeping services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.
Systems streamlined, ops simplified
Health-tech startup, precision medicine platform
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service helps keep my books updated to provide a clear financial picture.
Join hundreds of therapists who trust CoCountant for their bookkeeping
See the CoCountant difference in your operations with our bookkeeping services 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.
