Trusted Bookkeeping, Tax & Advisory for Therapists & Wellness Professionals.
Know Your Numbers. Grow Your Practice With Confidence.
You are passionate about helping people heal and grow. Let SheCounts handle the financial side — so you can focus on your clients, understand your numbers, and build a practice that supports the life you actually want to live.
Financial Services Built for Your Practice.
We have been working with therapists, counselors, yoga instructors, and wellness practitioners long enough to know the pattern. You are incredible at what you do. You are passionate and your clients love you. But the numbers take third or fourth place — even when you are great at marketing. You might not know how much you made last year. Your pricing may not account for your actual expenses. And tax season catches you off guard because the background work never happened. SheCounts takes the numbers off your plate. We get your QuickBooks running, deliver clean monthly financials, and sit down with you every month to have a real conversation about what those numbers mean for your practice. We look at your expenses and your pricing to make sure your price point is right where it needs to be — so money is not quietly floating away.
Why do Therapist and Wellness Clinicians Choose SheCounts?
We Know Your Industry
We work with therapists, counselors, yoga instructors, and wellness practitioners regularly. We understand SimplePractice, insurance billing nuances, and the financial patterns specific to your field.
Pricing That Reflects Reality
Many practitioners are underpriced because they have never looked at the numbers. We help you understand what it actually costs to run your practice and set rates that reflect it.
Numbers Made Approachable
You did not get into this field because you love spreadsheets. We make the financial side accessible, explain everything in plain language, and never make you feel judged for not knowing.
When Therapists & Wellness Professionals Need Financial Help.
If someone asked you right now how much you made this year, would you have an answer? As a business owner, that is a scary place to live — putting your heart and soul into your practice without knowing what it is giving you back. Knowing your numbers changes everything.
- You do not know how much your practice actually made last year
- Your pricing was set by gut feeling, not by looking at your real expenses
- You are unsure what counts as a business expense and what does not
- Tax season is overwhelming because your numbers are not organized
- You operate remotely and are not capturing all the deductions available to you
- You are growing but have no visibility into whether your practice is actually profitable
How It Works for Your Practice.
We meet to understand your practice — your income sources, your billing setup (SimplePractice, insurance, or direct pay), and where your financial pain points are.
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QuickBooks Setup or Cleanup
We get your QuickBooks structured for a therapy or wellness practice — connecting bank accounts, setting up categories that make sense for your industry, and cleaning up past data if needed.
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Choose the Right Package
We recommend the right bookkeeping tier for your practice size and goals. Most therapists and wellness professionals start with a foundational bookkeeping package.
We handle the books every month — categorizing transactions, reconciling accounts, and delivering your balance sheet and profit-and-loss statement.
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Pricing & Expense Review
We look at your expenses and your pricing together. If you are underpricing — and many practitioners are — we help you understand the numbers behind your rates.
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Monthly Check-In
Once a month, we have a real conversation about what your numbers mean for your practice. Ask anything, bring any question — it is included.
Frequently Asked Questions
I am a therapist who works remotely — do I still need a bookkeeper?
Yes. Remote therapists often have low overhead, which means capturing every legitimate business expense becomes even more important. We help you identify and track what qualifies — and ensure nothing is missed at tax time.
Do you work with SimplePractice?
Yes. Many of our therapy clients use SimplePractice for scheduling and insurance billing. We understand how it integrates with your financial records and make sure your bookkeeping reflects your actual collections accurately.
How do I know if my pricing is right?
Most practitioners set pricing based on what feels right or what others charge. We look at your actual expenses — rent, supplies, software, insurance — and help you understand whether your rates support a sustainable, profitable practice.
I do not even know my numbers — is that okay?
That is exactly where most of our wellness clients start. You are not alone, and we never judge. We start with what you have, get your books organized, and begin having monthly conversations so you build confidence with your numbers over time.
Can you help me with taxes too?
Absolutely. We offer tax preparation and tax planning alongside bookkeeping. For therapists and wellness professionals, having one partner who handles books, taxes, and planning means nothing falls through the cracks.
How do I know which plan fits my business?
Your revenue stage is a good starting point. Momentum at $750–$1,200/month suits high 5–6 figure businesses building financial habits. Elevate at $1,500–$3,000/month is for businesses scaling intentionally and making data-driven decisions. Legacy at $3,500+/month is for established businesses ready to operate at a true CEO level.
Ready to Get Started?
Schedule a free consultation or call us directly. We respond promptly and we would love to hear about your practice.