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 2025 bookkeeping with ease.

When your calendar slows down in December, you have two choices:

Take a well-earned break (and actually rest), or

Use the breathing room to catch up on admin tasks that never seem to fit into your busy weeks.

Either option is valid. But if you’re feeling that itch to get organized, now’s the perfect time to wrap up your books and start 2026 with clarity and confidence.

Why December Is the Ideal Time for Financial Catch-Up?

For many therapists, caseloads drop during the holidays as clients travel or take a break. That can lead to quieter days — which are perfect for:

Reviewing your financials with fresh eyes

Identifying any missing income or expenses

Planning ahead for taxes (instead of scrambling later)

It’s a rare window to pause, assess, and tidy up the backend of your business without the usual hustle.

Your 2025 Bookkeeping Wrap-Up Toolkit

To make this easy, we created a free Bookkeeping Wrap-Up Toolkit just for therapists.

Inside, you’ll find:

✅ QuickBooks Review Checklist – Know what to review, reclassify, and reconcile before year-end

✅ Deduction Checklist – Maximize your write-offs and avoid missing key categories

✅ Home Office Deduction Calculator – Estimate what you can deduct if you work from home

✅ 1099 Decision Tree – Figure out who you need to issue 1099s to (and who you don’t)

🎥 Watch the guided walkthrough here

📥 Get the toolkit here: Make a copy you can use for your practice!

Cleaning up your books might not feel urgent, but it’s one of the most grounding things you can do for your practice.

Whether you block off an hour this week to run through the checklist or bookmark it for January, the goal is the same: less stress, more clarity — so you can focus on what really matters in the year ahead.

And if you’d rather not tackle it alone? We’ve got you. Reach out and we’ll help you start the year with clean books and confident numbers.