Bookkeeping

Bookkeeping for Therapists

The Complete Guide to Bookkeeping for Therapists: Smart Steps to Manage Your Private Practice Finances

Bookkeeping, Private Practice, Psychologists, Therapists / By

Bookkeeping for therapists isn’t just about tracking numbers. It’s about building clarity, confidence, and growth in your private practice. For psychologists and therapists, keeping your finances organized is the foundation for stress-free tax seasons and smarter business decisions. At WellnessFi, we specialize in helping mental health professionals across the U.S. streamline their bookkeeping so they […]

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Best Bookkeeping Software for Therapists

Bookkeeping Software for Therapists: Tools Every Private Practice Needs in 2026

Bookkeeping, Private Practice, Psychologists, Therapists / By

Managing finances as a therapist can feel overwhelming, especially when you’re balancing client sessions, billing, and taxes. The right bookkeeping software for therapists can automate most of these financial tasks, giving you more time to focus on your clients. At WellnessFi, we’ve supported hundreds of mental health professionals across the U.S. in choosing accounting tools

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Income statements and balance sheets for your business: Understand them in 8 minutes

Bookkeeping, Compliance, FAQ, Taxes / By

We love helping you save on your business taxes.  Having these two statements gets us both off on the right foot when preparing those taxes accurately and efficiently. 1. Recommendation: Use QuickBooks QuickBooks is the go-to tool for generating professional financial reports. Here are the two key report businesses produce from it: Income Statement (Profit

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Wave App’s stance on PHI and HIPAA compliance – Protecting client data and running your practice smoothly

Bookkeeping, Compliance, Private Practice / By

When it comes to accounting software, we’ve long recommended Wave for its simplicity, speed, and excellent value. For many business owners with straightforward needs, Wave offers features that rival or exceed QuickBooks at a fraction of the cost. Wave works particularly well if you primarily bill clients for services and your annual business revenue stays

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Streamlining Finances: Bookkeeper-Friendly Banks for Your Practice

Bookkeeping, Private Practice / By

A new wave of bank accounts caters specifically to businesses like yours, making it easier than ever to stay organized and efficient. If you’re like I was for many years, you may be using the first business bank account you saw in an advertisement, or the bank you’ve used for personal banking. As our businesses

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Bookkeeping for Therapists: Private Practice Accounting Solutions

Bookkeeping, Private Practice / By

Bookkeeping for Therapists: Private Practice Accounting Solutions In the business of mental health therapy and coaching, professionals are usually focused on their clients and providing the support that they need. This is good, of course, because that’s their job. However, for those private practice owners and independent therapists, running the business will also be a

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