At Traktion, we are specialized therapy accountants who work 1:1 with you to provide the helpful numbers and insights you need to run your practice better.
Tired of doing all the asking? At Traktion, we proactively handle everything—bookkeeping, bill pay, payroll, CFO guidance—and bring you margin insights and tax strategies before you even think to ask. No more automated platforms. Just real humans who pay attention.
Make sure your numbers are precise and well-organized with our premium bookkeeping services.
Create an amazing workplace experience with our all-in-one HR and payroll platform.
Gain a financial mentor to guide you through critical decisions and help you achieve your business goals.
You’re booked solid. The team’s busy. Patients are coming in.
But when you look at the numbers, something’s off.
Where’s the profit? Can you afford to hire? Are you paying yourself enough—or too much?
Without a clear financial strategy, every decision feels like a guess.
At Traktion, we understand the challenges and are here to help. Whether you’re just starting out and need a bookkeeper, want someone to take over your monthly payroll and accounting, need help paying bills and collecting invoices, or are ready for strategic growth to achieve big goals, we can provide the clarity and support you need to focus on what you do best – helping your clients.
Whether it's your first year in private practice or you're an established provider, we handle everything from bookkeeping to taxes, so you can focus on your clients without worrying about the numbers.
It's hard to run a practice without reliable numbers or meaningful insights. We dig into your financial data to provide clear insights that help your practice grow and thrive.
Unsure if it's time to hire or if your session fees are too low? We help you prepare for the unexpected with smart budgeting and forecasting.
Sometimes, we just need the advice of a mentor to keep us on track. Count on us for expert advice on important financial choices to keep your practice profitable and stress-free.
Traktion was co-founded by Yeshi Negga, a Certified Public Accountant with a background in public accounting firms. These are the questions therapists bring us most often.
Not always, and we’ll say so if that’s the honest answer for where you are. What a specialist saves you is the explaining. We already know how insurance reimbursement lands, why your EHR deposits don’t match your session count, and what changes when you bring on your first clinician.
It depends on your profit, your state, and whether you’re ready to run payroll. We look at the numbers before recommending it, because the election adds real administrative work and it isn’t the right move for every practice. Our guide on when to elect S-corp status walks through how we assess it.
We keep your books current, send you financial reports you can read, and check in regularly rather than waiting for tax season. You forward what we ask for, which is usually very little once your accounts are connected, and we handle the rest.
Yes. Catch-up bookkeeping is common in private practice and it usually takes us a few weeks. Coming to us mid-year with a messy year behind you is normal, not a problem.
Possibly. Where your client sits during a session can create a filing obligation in that state, and the rules differ state by state. We cover how this works in multi-state tax for therapists.
The answer comes from how much control you have over their work, not from what’s common in your area. The IRS sets out the test in its guidance on independent contractor versus employee status, and getting it wrong is expensive to unwind. We work through it with you before you hire.
Yes, and it’s one of the most common reasons therapists come to us. We calculate what you owe, tell you when it’s due, and adjust as your income moves through the year. The IRS explains the underlying obligation on its estimated taxes page, and we cover the practical side in our estimated tax deadlines guide.
