BOOKKEEPING FOR therapy providers and practices

Know Your Numbers.

Grow Your Profits.

  • Are you a therapist in solo or group practice who is ready to get help with your bookkeeping?

  • If you would like to understand how your business is doing financially and learn ways to grow it, you're in the right place!

  • Let us help you stay on track and gain insights into how your business is doing!

Are you feeling stuck in your business and don't know how to move forward?

We know how scary it can feel if you aren't sure how your business is doing and trying to figure out what the next steps should be to grow your business.

How can you be confident investing into yourself and your business if you don't really know for sure how much you can truly afford?

You have likely come far on your own, but you realize that now is the time to get help from an expert.

Well, things are about to change!

It's time to start feeling confident about your books

  • Imagine being able to focus more on what you are best at to generate additional revenue for your business once you aren't bogged down with doing your bookkeeping yourself!

  • What if tax time comes around and your business books are just a click away from submitting it to your tax preparer!

  • Or think about your peace of mind when you receive a snapshot of your business activity on a monthly basis and know exactly how your business is doing - financial clarity and no more stressful surprises!

Who We Are

Calm Over

Chaos

We believe numbers shouldn't feel overwhelming. Every client deserves simple, clear insights that make decisions easier, not harder.

Partnership,

Not Just Paperwork

We don't just deliver reports - we walk alongside our clients as trusted partners, helping them feel confident and supported in every financial decision.

Empowerment

Through Clarity

We believe financial knowledge creates freedom. By making numbers clear and actionable, we give every entrepreneur the confidence to make strong decisions and lead their business with certainty.

How We Help

Open the door to new possibilities

You didn’t start your business to live inside your

accounting software.

Let’s figure out what level of support you actually need, get your books back on track, and set you up to thrive.

Time Drain & Overwhelm

You are spending endless hours on DIY bookkeeping and still not trusting your numbers. You want to stay in your zone of genius and not deal with spreadsheets.

We take bookkeeping off your plate completely, so you can focus on what you do best while trusting your numbers are accurate.

Decision

Paralysis

You want to invest in growth, but don't know if you can afford it. You second guess everything, because you lack financial clarity.

With clear cash flow and forecasting, you’ll know what you can afford — and make growth decisions with certainty.

Lack of

Strategic Vision

You only see how your business performed in the past, but not where your business is heading in the future. The process feels reactive and not proactive.

We’ll forecast ahead, set clear goals, and keep you focused on building the future you want — not just tracking the past.

Schedule a Time to Chat with Me Now:

Find out how you can . . .

Pay Yourself What You Deserve!

scaling

Numbers you should be tracking to scale your business in 2026

January 29, 20261 min read

#1 - Revenue trends 📈

Look at monthly and quarterly revenue, not just total sales.

Example: If revenue spikes every March but drops in summer, you can plan promotions or offers to smooth it out.

#2 - Profit margin 📈

This shows how much money you keep after expenses.

Example: Two businesses both make $10,000 a month, but one keeps $7,000 while the other keeps $2,000. The business with less margin has far less room to scale without added stress or risk.

#3 - Client or customer acquisition cost 📈

Know what it costs to get a new client.

Example: If you spend $200 on ads to get a $1,000 client, growth feels much more sustainable, especially if that client stays with you or makes repeat purchases.

#4 - Cash flow 📈

Cash flow shows when money actually comes in and goes out, not just what you earn on paper.

Example: You can be profitable but still stressed if clients pay late, subscriptions renew before invoices are paid, or tax payments are not set aside.

Healthy cash flow gives you breathing room to grow.

#5 - Operating expenses 📈

Operating expenses are the costs required to run your business day to day.

Example: Software, contractors, marketing tools, and subscriptions can slowly increase as you grow.

Reviewing them regularly helps you cut what you no longer need and protect your profit as revenue increases.

#6 - Average transaction value 📈

This is the average amount each client or customer spends with your business.

Example: Instead of adding more clients, you can increase this number by offering packages, add on services, or upsells.

Small increases per client can lead to significant revenue growth without increasing your workload.

Scaling growthfractional CFO ServicesTherapistsTherapy practicesCash Flow
blog author image

Annika Rafkind

I provide bookkeeping, accounting, and fractional CFO support for therapy providers and practices, so you always know how your practice is doing and can make confident decisions — without judgment. If you’d like to learn more, you can book a call here: https://link.bookkeeper.net/widget/bookings/bkconsults-bg

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Arlington, MA | 857-392-5674

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