Resources for practice owners
Guides, checklists, and honest takes on running the financial side of your practice.
How to Choose the Right Accountant or Bookkeeper for Your Therapy Practice
A practical guide to bookkeeping and accounting options for therapists… and how to choose the right fit for your practice.
Profit First for Therapists: Pros & Cons
Profit First for therapists sounds great in theory—but is it practical? Learn the pros, cons, and what to consider before using it in your practice.
Before You Elect S-Corp: What Therapists Should Know
If you’ve ever Googled, “Should I be an S-Corp?” — you’re not alone. Around this time of year, many therapists start wondering whether switching their tax status could lower their taxes.
How to Make the Most of the Holiday Slowdown in Your Therapy Practice
The holidays bring a natural pause in client sessions. Here’s how to use it to recharge or wrap up your bookkeeping with ease.
Still Time to Save on Taxes This Year: Retirement Contributions for Therapists
A private practice therapist reviews retirement savings options at year-end, highlighting common plans like IRAs and Solo 401(k)s to reduce taxes and invest in the future.
Do I Need to File a 1099 for That? A Quick Guide for Therapists
Not sure who you need to send a 1099 to this year? This free visual guide walks you step-by-step through the decision process. Designed for busy therapy practice owners—so you can prep now, and skip the January scramble.
Mid-Year Financial Planning Worksheet for Therapists
Free download: A mid-year financial planning template designed specifically for therapists in private practice to reduce stress and take control of your finances.
Simplifying Taxes: Must-Know Tax Deductions for Therapists in 2025
Discover essential tax deductions for therapists in 2024. Simplify tax prep, maximize your savings, and keep more of your earnings with our comprehensive guide.
How an Accountant for Therapists Can Transform Your Practice’s Finances
Discover how an accountant for therapists can streamline your finances, maximize tax deductions, and support your practice’s growth. Simplify your financial management with expert insights tailored to therapy professionals.
Home Office Deduction Calculator for Therapists: Easy Guide to Maximize Your Tax Savings
Home Office Deduction Calculator for Therapists
Comprehensive Guide to Accounting for Therapists: Streamline Your Practice's Finances
Managing the finances of a therapy practice can be challenging, but with the right tools and guidance, it doesn't have to be. In our comprehensive guide, "Accounting for Therapists: Streamline Your Practice's Finances," we walk you through everything you need to know about setting up an efficient accounting system, tracking income and expenses, and maximizing tax benefits.
QuickBooks for Therapists: A Step-by-Step Guide
Setting Up QuickBooks for Therapists: Learn how to set up QuickBooks Online for your therapy practice. Connect your bank feeds, complete company settings, import a chart of accounts, and run a P&L
Simple Bookkeeping Checklist for Therapists
Stress less about your finances with this simple bookkeeping checklist.
Get resources like these in your inbox
One practical email at a time — guides, checklists, and worked examples for running the financial side of your practice.