Therapy Practice Bookkeeping

Bookkeeping for
Therapy
Practices.

Private-pay clients pay by card, insurance pays weeks later or denies the claim, and platforms like Headway send payouts that bundle many sessions. In a group practice, clinician pay depends on all of it. We match every payment to the bank and reconcile your books each month.

Flat monthly pricing  ·  Cancel anytime  ·  Dedicated bookkeeper

At a Glance
What We Track for Therapy Practices
Everything handled monthly — nothing falls through the cracks
Private-pay and card payments✓ Reconciled
Insurance payments and ERAs✓ Matched
Headway and Alma payouts✓ Matched
Clinician pay, W-2 and 1099✓ Separated
Sliding-scale and late-cancel fees✓ Tracked
CEUs, licensing and supervision✓ Categorized
5.0
Star Rating
100%
Remote
Who It's For

Built for Every Type
of Therapy Practice

Solo clinician or a group with several therapists, your income comes from clients, insurers and platforms on different schedules. We set up the books around how your practice gets paid.

🛋️

Solo Therapists

You see clients, write notes and handle billing yourself. You need books that separate private pay from insurance, catch every payout and keep business costs apart from personal spending.

  • Card payments split into sessions and fees
  • Insurance deposits matched to ERAs
  • Private pay and superbill clients recorded
  • CEUs, license fees and insurance tracked
  • Owner draws kept separate
  • Records ready for your CPA
👥

Group Practices

Several clinicians, different pay arrangements and a shared office. We track revenue by clinician and reconcile their pay, so the split you agreed to matches what actually went out.

  • Revenue tracked by clinician
  • W-2 and 1099 clinician pay separated
  • Percentage splits checked against pay
  • Clinical supervision fees recorded
  • Office rent and shared costs split
  • Credentialing and billing service fees
💻

Platform & Telehealth

If you see clients through Headway, Alma or a similar platform, payouts bundle many sessions and arrive on the platform's schedule. We match each payout to its session report and record any platform fees.

  • Headway and Alma payouts matched
  • Platform membership fees categorized
  • Telehealth software costs tracked
  • Private pay and platform income split
  • License fees in each state recorded
Sound Familiar?

The Financial Headaches
We Fix

Therapy practices don't carry inventory or complex sales. The trouble is timing: payments from clients, insurers and platforms that never line up with session dates.

⏳

Insurance That Pays Late or Not at All

Claims can take weeks to pay, and denials and partial payments are common. If you judge income from your calendar instead of your deposits, you'll think you earned more than you did, and gaps between billed and paid can sit unnoticed for months.

🔀

Platform Payouts in One Lump

Headway, Alma and similar platforms pay you for many sessions in one deposit. Without matching each payout to its session report, you can't see what each source brings in or catch a session that was never paid.

🧮

Clinician Pay That Doesn't Add Up

In a group practice, each clinician might be on a different split, per-session rate or salary, some on W-2 and some on 1099. When pay is figured in a spreadsheet and never checked against collections, overpayments go unnoticed.

🎓

Professional Costs Scattered Everywhere

CEUs, license renewals, liability insurance, supervision and your practice software subscription often get paid from a personal card. Those costs belong to the practice, and your CPA needs them in the books, not in a pile of receipts at year end.

What Tides Delivers
Every Month
So you never deal with any of those problems again
✅
Every Deposit Matched to Its SourceCard payments, insurance ERAs and platform payouts each tied to the session reports behind them.
✅
Billed vs. Paid, Side by SideYour practice software's billed totals next to what actually arrived, so gaps in payment stand out.
✅
Clinician Pay ReconciledW-2 payroll and 1099 contractor payments matched to the books and to the split each clinician is on.
✅
Professional Costs in Their Own LinesCEUs, licensing, supervision, insurance and software tracked separately and ready for your CPA.
✅
Monthly Reports You Can ReadA clear P&L, balance sheet and cash flow, with income split by private pay, insurance and platforms.
What's Included

Everything You Need,
Nothing You Don't

Our services are set up for a practice paid by clients, insurers and platforms on different schedules. We work in QuickBooks Online from your practice software and payout reports, and we never need session notes or clinical records.

📈

Financial Reporting

A monthly P&L, balance sheet and cash flow with income split by private pay, insurance and platforms, plus revenue by clinician for group practices.

Monthly Reports
See Full Details →
🏦

Bank Reconciliation

Every business account and credit card matched and verified each month. No mystery charges. No unresolved transactions. No surprises.

See Full Details →
📑

Accounts Payable & Receivable

Rent, software subscriptions, supervision and billing service bills tracked on payables. Client and insurance balances stay in your practice software; we match what it shows as collected.

See Full Details →
🔄

Catch-Up Bookkeeping

Months or years behind? We clean it all up before monthly service starts, at a flat price per month behind that we quote up front.

See Full Details →
💼

Payroll Support

Payroll runs through Gusto, which files payroll taxes, W-2s and 1099s for contractors paid through it. We reconcile every run and contractor payment to the books, by clinician.

See Full Details →
★★★★★

"He is very personable, and if I have a question, he promptly gets back with me!"

CB
Courtney B.
Photography business  ·  Intuit ProAdvisor review

Read all reviews →

Common Questions

Therapists
FAQ

Questions we hear from therapists before they sign on with Tides.

Yes. We work from the billing and payment reports SimplePractice or TherapyNotes already produces, plus payout reports from Headway, Alma or similar platforms, and match them to bank deposits in QuickBooks Online. We don't need session notes or clinical records, only the financial and payout reports.
Plans start at $299 a month based on transaction volume. Any one-time setup or catch-up fee is quoted up front. A solo therapist with one bank account and one payment processor usually sits in the lowest tier, while a group practice with several clinicians and payers will sit higher. There are no long-term contracts.
Yes. We pull your bank and card statements, insurance and platform payout reports and your practice software's payment reports for the missing months, rebuild the books in QuickBooks Online and reconcile every account. The catch-up fee is quoted up front once we see how far back it goes, and monthly bookkeeping starts once you're current.
That's a decision for your CPA or an employment attorney, since the rules vary by state and depend on the details of the arrangement. Once it's decided, we record it correctly: W-2 clinicians through Gusto payroll, contractors as contractor payments, each tracked by clinician. For payments made from 2026, the 1099-NEC threshold is $2,000 a year.
We record what actually arrives, matched to the ERA or EOB that explains it. Denials and appeals are handled in your practice software or by your biller, but we can put your billed totals next to collected totals each month so unpaid claims don't hide. Any insurer takebacks are recorded so your revenue stays accurate.
Sliding-scale sessions are recorded at what the client actually paid, not your full rate. Late-cancel and no-show fees go in their own income line, so you can see how much they bring in. If your practice software reports reduced-fee sessions, we can show that total next to your collections each month.
📍 Service Coverage

Based in Greenville, SC —
Serving Clients Nationwide

100% remote bookkeeping for small businesses across South Carolina and throughout the United States.

Finance terms worth knowing

Plain-English explainers, no jargon.

Not ready to talk yet?See how healthy your books are in 2 minutes.
Take the free health check →
Get Started Today

Focus on Clients.
We'll Handle
The Books.

Schedule a free 15-minute call. We'll review your current setup, answer your questions, and give you a flat monthly quote — no pressure.

No credit card required  ·  No long-term contracts  ·  Cancel anytime

Simple, Flat-Rate Pricing

Flat monthly plans scaled to your business — no hourly billing and no surprise invoices. You always know the price up front.

PlanBest forFlat monthly
StarterNew & small businesses getting clean books started$299/mo
EssentialGrowing businesses — up to $50k/mo in expenses$395/mo
Growth MOST POPULARScaling businesses — up to $75k/mo in expenses$595/mo
ScaleHigh-volume portfolios — up to $125k/mo in expenses$895/mo

See full plan details →

★★★★★ 5.0 · 8 client reviews on Intuit's ProAdvisor directory

✔ Reviewed by Daniel Cope, Advanced QuickBooks ProAdvisor · Updated August 2026