- You Run the Business. We’ll Handle the Numbers.
Accounting & Bookkeeping
for Psychotherapists & Psychologists in Canada
Financial clarity for your practice, so you can focus on your clients.
From a CPA You Can Trust.
- Stop Spending Your Evenings on Spreadsheets
Running a therapy practice means juggling insurance claims, private pay clients, late payments and trying to figure out what you can actually write off come tax time.
You’re trained to help people, not chase payments and categorize expenses. We handle the bookkeeping so you can focus on clinical work.
We work with psychotherapists and psychologists across Canada to take the financial admin off your plate.
- Why We Work With Therapists
We understand the unique parts of running a therapy practice:
the ethical considerations around billing, the insurance company delays, the reality of building a caseload while working another job, and the guilt many therapists feel about charging what they’re worth.
Your financial picture deserves the same care you give your clients.
We handle the numbers with the same attention to detail you bring to your clinical work, because when your books are organized, you can make better decisions about your practice.
We Know How Therapy Practices Work
Insurance claims that take weeks to process. Private pay clients mixed with EAP contracts.
Tax deductions you’re not sure about. Multiple income streams that make your books messy.
We set up bookkeeping systems built for how therapists actually get paid.
- Monthly bookkeeping – Sessions recorded, payments tracked, accounts reconciled
- Insurance reconciliation – Claims matched to sessions, outstanding payments followed up
- Expense tracking – Home office, liability insurance, CEUs, platforms, dues
- Financial clarity – Monthly reports that show if your practice is sustainable
- Tax ready – Everything organized for year-end
- Different Stages of a Practice
Starting Your Solo-Practice
You’re building your practice, seeing clients part-time, maybe still working somewhere else.
We’ll set up your bookkeeping system properly from day one and keep it current as you grow.
Established Practice
You’re full or nearly full, managing multiple income streams, wondering about growth.
We handle the ongoing bookkeeping and provide check-ins so you can plan with confidence.
Group Practice
You’re bringing on associates or contractors.
We manage the additional complexity and help you understand your actual margins.
