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The Basics of Accounting for Mental Health Professionals

We know—nobody gets excited about spreadsheets or taxes. But as a mental health professional, whether

Why We Recommend Xero for Therapists: A CPA’s Perspective

Discover why Xero is the accounting software we recommend for therapists.

How to Set Up a Therapist-Friendly Chart of Accounts in Xero

A step-by-step guide to setting up a chart of accounts in Xero for therapists and

Your Guide to Estimated Tax Payment Deadlines in 2026

Learn the 2026 estimated tax deadlines for therapists and how to plan quarterly payments with

End of Year Financial Checklist for Therapists

Your end of year financial checklist for therapists: simple steps to review your finances, reduce

Last Minute Tax Deductions for Therapists in 2025

Discover last-minute tax deductions for therapists in 2025 to lock in tax savings before year-end

How to Set Your Private Practice Up For Exit

Set your private practice up for exit the smart way with expert planning tips to

Accounting for Mental Health Professionals: Best Practices for Your Practice

Learn expert accounting best practices for mental health practices to stay profitable, organized, and stress-free.

First Place to Outsource In Your Private Practice

Outsourcing in private practice can be a game changer so here’s what to know before

When Can You Retire As a Therapist?

Planning to retire as a therapist? Here’s how to prepare for a fulfilling and stress-free