Understand your financials with hands-on bookkeeping for therapists

Bookkeeping is more than just automated reports & spreadsheets. Here at Traktion, we work 1:1 to make sure you have the meaningful numbers you need to drive your practice forward.

Bookkeeping for therapists

Do you know where your money is going every month?

Running a private practice as a therapist means wearing many hats. And getting a handle on your finances? That’s one of the most important ones. It starts with understanding where your money goes each month. Are you spending too much on things you don’t need? Is your pricing set too low? Are you as profitable as you could be? Without accurate bookkeeping for your private practice, you could be leaving hundreds—if not thousands—of dollars on the table. Money that should be in your pocket.

Traktion helps therapists run a more profitable private practice

Here at Traktion, our team is here to help you make smarter private practice decisions. We take care of your bookkeeping in real-time, so you have the data at your fingertips to make the smartest decisions for your business.

Accounts Receivables

Snapshot of your
performance in minutes

At Traktion, you’ll never wonder how your therapy business is performing. We provide accurate and up-to-date therapist bookkeeping, so you’ll always know where your money is coming from and where it’s going.

strategic planning

Automated monthly transaction &
reconcilliations

Curious if you're overspending or where money is actually going? We update your bookkeeping regularly so you can check in on your spending & income throughout the month.

Grow your business with a plan

Insightful charts & monthly
reports

The insights you'll receive from us go far beyond standard QuickBooks reports. We help you understand important details, such as the profitability of different parts of your private practice.

CFO & Financial Coaching

Year-round planning & tax
savings

With accurate bookkeeping, you'll know exactly what you owe for quarterly taxes - so you're never left with a surprise tax bill at the end of the year.

Is your therapist bookkeeping messy or non-existent?

Don’t worry, we help with that too! Our team will clean up and organize your financial records, bringing everything up to date. You can start fresh with a clean slate, knowing your finances are in order.

How our therapy bookkeeping services work

We make it really easy to start and get going with Traktion. Here’s what you can expect when working with us!

 
connecting the dots

#1 You’ll share important log in details with us

Connector longer

#2 We’ll look over your existing books

connecting the dots

#3 We’ll set you up with the right software

Connector longer

#4 We’ll post your sales & reconcile your transactions

connecting the dots

#5 You’ll receive a video review & monthly financial reports

A few of our bookkeeping for therapists FAQs

Absolutely! At Traktion, we are a very hands-on team. You’ll have 1:1 access to our team to dive into the numbers behind your practice and ask any questions you have.

Any time you need throughout the year! We pride ourselves on our close working relationship with clients. But don’t just take our word for it – check out our 5-star reviews!

Here at Traktion, we handle all of your therapy accounting, bookkeeping, and CFO needs. Whether you need help with budgeting, cash flow, pricing, staffing, monthly reporting, or financial coaching – we handle it for you under one roof.

What could your private practice achieve with better therapy bookkeepers?

Is it time to work with a better therapist bookkeeping team? Here at Traktion, we go beyond traditional bookkeeping to give you deeper insights and more meaningful financial data. Schedule your introductory call to see how we can help: