Accounting Services for Wellness & Therapy Practices

Making Accounting Stress-Free for Wellness & Therapy Professionals

Keeping track of revenue, expenses, and taxes shouldn’t be a distraction from your clients. Here’s how we simplify your practice’s financial management:

Comprehensive Financial Oversight

Gain a clear picture of your income from private sessions, group therapy, and insurance claims.

Tax Optimization

Maximize deductions on office rent, equipment, continuing education, and professional licenses.

Profitability Analysis

Understand which services—whether in-person therapy, telehealth, or wellness programs—bring in the most revenue.

Tailored Accounting Services for Wellness & Therapy Practices

Each practice has unique financial needs, so we customize our services to match yours:

• Insurance & Private Pay Tracking: Manage reimbursements and out-of-pocket payments with ease.
• Expense Categorization: Accurately track spending on office supplies, therapy tools, and administrative costs.
• Payroll & Contractor Payment Management: Handle payments for staff, wellness practitioners, and independent contractors seamlessly.
• Growth-Oriented Financial Systems: Prepare for business expansion, whether adding new services, locations, or team members.
  

More Than Accounting: Strategic Financial Support

We don’t just manage your books—we help your wellness practice thrive financially:

• Practice Growth & Expansion Planning: Plan for hiring new staff, investing in new therapies, or opening additional locations.
• Insurance & Billing Optimization: Ensure your payment structures and insurance claims align with your revenue goals.
• Financial Forecasting: Anticipate revenue fluctuations and develop strategies for long-term stability.

Technology-Driven Accounting for Wellness Practices

We integrate modern financial tools to keep your books accurate and up to date: