At Traktion, you get the best of both worlds. Our team brings extensive experience from working with large firms, providing you with top-notch expertise and sophisticated solutions. But we’re also dedicated to offering the personalized service and close attention you’d expect from a smaller, more focused team. We’re here to give your business the detailed care it deserves, no matter its size.
Are you frustrated with accountants who don’t give your business the time it deserves?
We understand the challenges of working with accountants who don’t fully invest in your business. At Traktion, we prioritize your needs with dedicated attention and personalized service.
We keep you in the loop with regular check-ins to ensure we’re always on top of your needs and goals.
Our team brings a wealth of knowledge from working with large firms, giving you access to high-level expertise.
Your success is our top priority. We tailor our services to meet your unique needs and help you achieve your financial goals.
We take a proactive role in your finances, offering practical advice and solutions you can rely on.
From bookkeeping to long-term strategy, we handle every aspect of your financial needs with a dedicated team working seamlessly for you.
Therapists shouldn’t have to become accountants to run a healthy practice. Our mission is to give private practice owners the financial clarity a big firm delivers, in language that makes sense the first time you hear it.
We came out of large public accounting firms. The technical work there was excellent, but the attention any one client got was thin. Traktion started because clinicians kept arriving with the same story: a generalist accountant who filed the return, went quiet until the following spring, and didn’t understand insurance reimbursement, supervision hours, or what a reasonable salary looks like for a therapist. We built the firm we wished those clinicians had found first.
Honest advice, even when it costs us the engagement. If you’re early in your practice and your finances are still straightforward, a full bookkeeping engagement isn’t the right spend yet. We’ll tell you that on the call. A competent local CPA who handles just your return is a legitimate answer at that stage, and we’d rather say so than sell you something you don’t need.
One fee, every month. We charge a fixed monthly fee because hourly billing makes our inefficiency your problem. Some months the work takes longer, some months less. That variability is ours to manage, not yours to pay for.
We specialize, so you don’t have to explain. Insurance panels, EHR platforms, 1099 versus W-2 clinicians, the move from agency to solo practice. You shouldn’t spend the first twenty minutes of every call teaching your accountant how a therapy practice works.
We stay in touch between deadlines. Most of the expensive problems we fix started as a small question nobody asked in March. Regular check-ins are how we catch them while they’re still small.
