Bookkeeping Services for Therapists & Private Practices

Your books shouldn't be another source of stress.

Whether you're opening your first private practice, growing a group practice, or catching up after a busy season, Herman Bookkeeping Services provides personalized bookkeeping designed specifically for therapists, counselors, psychologists, and other mental health professionals.

As a licensed social worker turned bookkeeper, I understand the unique financial challenges of running a therapy practice. My goal is to keep your books accurate, organized, and tax-ready so you can spend less time managing finances and more time caring for your clients.

Services are provided virtually, allowing me to support therapy practices throughout the United States.

Monthly Bookkeeping

Stay organized. Stay informed. Stay focused on your clients.

Each month I will:

• Reconcile all bank and credit card accounts

• Categorize income and expenses accurately

• Review your financial statements for accuracy

• Deliver monthly Profit & Loss and Balance Sheet reports

• Keep your books organized and tax-ready

• Answer bookkeeping questions throughout the month

Instead of wondering where your business stands financially, you'll receive clear, reliable reports that help you make informed decisions. Monthly bookkeeping gives you confidence that your finances are accurate and up to date.

Catch-Up & Cleanup Bookkeeping

Behind on your books? You're not alone.

Many therapists fall behind on bookkeeping while focusing on their clients—and that's okay.

Whether you're a few months behind or haven't reconciled your books in over a year, I'll evaluate your records, create a clear plan, and bring everything up to date.

Once your books are current, we can transition into ongoing monthly bookkeeping so you never have to worry about falling behind again.

QuickBooks Online Setup

Start with the right foundation.

Setting up QuickBooks Online correctly from the beginning can save countless hours later.

I'll help you:

• Create your QuickBooks Online account

• Build an organized Chart of Accounts

• Connect your bank and credit card accounts

• Customize your bookkeeping system for your practice

• Ensure everything is ready for accurate monthly bookkeeping

Whether you're new to QuickBooks or switching from another system, I'll make the transition simple.

To help establish trust and fairness all packages include set monthly rates.

We do not bill by the hour. Each package will be unique to your business’s needs.