Bookkeeping for Therapists Who'd Rather Be Helping Clients Than Doing Math

No one ever taught you how to keep your books clean or how to budget. You hate numbers. You hate math. Business development wasn't a course in grad school — but running a private practice means you're running a business whether that ever felt true or not.

I'm here to help you get your financial shit together. I work with solo practitioners who feel buried by budgeting chaos and bookkeeping clutter — so you can get back to the part of this work you actually trained for.

What's included

• Bookkeeping support
• Budgeting
• Expense & payment tracking
• Insurance billing & credentialing support
• Structure & accountability
• Coaching & education

Don't rent your practice — own it.

Venture-backed marketplace platforms have made it easy to take insurance, but they hold the payer contracts and the client relationship. Going direct means you own your contracts, and I handle the credentialing, billing, and books so it doesn't become a second job. I made this shift myself this summer, so I know both the fear and the process.

Own your practice

Direct credentialing gives you direct access to payers and a practice you actually own, instead of access that runs through someone else.

Built by someone in the field

No automated ticket queue. You get a direct contact who understands private-practice workflows and ties your billing to your bigger profit goals.

Onboarding packages

• The All-Inclusive Practice & Revenue Suite — $750 one-time (Promotional value $1,000 — saves $250). Therapists launching a new practice or moving entirely off marketplace platforms who want a single point of contact for everything. Then a monthly Tier 1, 2, or 3 bundle retainer.
• Credentialing + Revenue Cycle Setup — $500 one-time (Covers the credentialing work plus clearinghouse onboarding). Established therapists who already have their bookkeeping handled (or do it themselves) but want to own their contracts and hand off insurance billing. Then a monthly Tier 1, 2, or 3 bundle retainer.
• Credentialing, Budgeting & Bookkeeping — $600 one-time ($500 bookkeeping setup + $100 credentialing). Therapists who already have the basic business structure (NPI, EIN, CAQH, etc.) and want help with credentialing plus budgeting and bookkeeping. Does not include billing. Then a monthly bookkeeping retainer (Tier 1, 2, or 3).
• Standalone Credentialing & Paneling — $350 one-time (Includes up to 2 panels; additional panels $50 each). Therapists who only need help getting paneled with specific commercial insurers and will manage their own billing and bookkeeping. No ongoing requirement — one-time service.

Billing + bookkeeping bundles

• Basics + Billing — $200/month bookkeeping + $4.50 per claim. Solo practitioners who want hands-off insurance billing and solid financial tracking.
• Team Approach + Revenue Cycle — $350/month bookkeeping + $4.25 per claim. Therapists who want regular strategic touchpoints, tax/expense reminders, and end-to-end billing.
• Full Service Financial & RCM Suite — $500/month bookkeeping + $4.00 per claim. High-volume practices that want weekly financial touchpoints, annual goal alignment, and premium billing priority.

What the per-claim fee covers

• Pre-submission & verification
• Claim submission & clearinghouse management (rejection resolution, resubmission)
• Payment posting & reconciliation
• Denial management & appeals
• Unpaid claims tracking & monthly summary

Not included: Patient copay and self-pay transactions; Patient invoicing and debt collection.

Commercial insurance plans only — no Medicare or Medicaid. You own your clearinghouse account, and I work with any EHR (SimplePractice, My Best Practice, and more).

Estimates assume 85 insurance sessions per month and an illustrative marketplace fee of about $10 per session, based on what providers report; actual fees vary by platform. Your numbers will vary with your session volume — book a free consult and we’ll run yours.

Terms at a glance

• Retainer packages run on a 12-month agreement. Ending early means paying the remaining balance unless we agree otherwise in writing.
• Either of us can end the agreement with 30 days’ written notice by email; services continue through the notice period.
• Setup fees are non-refundable, and prior monthly payments are not refunded.
• The full agreement is provided at signing.

FAQ

Frequently asked

Why do therapists need bookkeeping services?

Most therapists never got financial management training in grad school. Bookkeeping tracks what's actually coming in and going out of your practice, so tax time and slow months stop being a surprise.

What's the difference between bookkeeping and budgeting for therapists?

Bookkeeping documents the transactions that already happened. Budgeting plans what your money does next. You need both, working together, for a private practice to stay financially healthy.

Is working with Practice Desk x OCS HIPAA compliant?

Bookkeeping and budgeting use your business financial data, not client health information, and it's handled through secure systems, encrypted storage, and careful password management. Billing services do involve claim information about your clients, so they're set up under a signed Business Associate Agreement.

What's the difference between going direct and using a credentialing marketplace?

With a marketplace, the payer contracts and relationships run through the marketplace and you pay per session. Going direct means you hold your own contracts and pay separately for billing support. Which costs less depends on your session volume — book a free consult and we'll run your numbers.