happy counselor who just signed on with outsourced bookkeeping services

Bookkeeping Services for Mental Health Counselors and Therapists

Bookkeeping for Counselors

As a mental health counselor, you have enough on your plate already. You're providing crucial support and guidance to your patients, and the last thing you need to worry about is your business finances.

Simplify Your Bookkeeping

We’ll handle all of your bookkeeping tasks, including receipt management, reconciling bank statements, compiling financial information, and more. With our help, you can focus on your patients, knowing that your finances are being managed correctly.

Maximize Your Deductions

As a mental health counselor, you may be eligible for a wide range of tax deductions. We’ll make sure you’re taking advantage of all the deductions available to you, so you can keep more of your hard-earned money.

Save Your Time

You have enough on your plate already. By outsourcing your bookkeeping to us, you can free up more of your valuable time to focus on your pateints, your practice, and your personal life.

Get Peace of Mind

Knowing that your financials are in good hands can provide a tremendous sense of relief. You won’t have to worry about whether you’re making mistakes, missing deadlines, or leaving money on the table.

“Torie has been an incredible asset to our business. She is true to her word by customizing her efforts to accommodate us. Torie has been very proactive helping to direct and manage our business finances. Her care as well as expertise has been a game changer for us. Torie brings a patience and persistence I have not known previously. I have no reservations recommending Balanced Bear Bookkeeping to anyone.”

- Dr. Steven Silverstein, LPC

Customized Services for Counselors and Therapists

HIPAA Compliant Solutions

Income and Expense Tracking

Maximize tax deductions and gain valuable insights on what services are making you money and where you are spending it.

Reporting and Analysis

Timely and accurate financial statements combined with regular meetings to help you answer the big questions surrounding your finances.

Unique Insights

Equipped with over a decade of active experience in the health care setting, we know that your patients are the focus of every decision that you make for your business.

Custom Solutions

There is no one-size-fits-all in bookkeeping. Reach out to see what else we can do to support you and your practice.

Bookkeeping Services

Monthly Bookkeeping Services

Our core service includes comprehensive monthly bookkeeping to keep your financial records accurate and up-to-date. We handle all aspects of bookkeeping, including transaction recording, bank reconciliations, and financial statement preparation, ensuring a clear picture of your business's financial health.
Packages start at $350 per month.

Clean-Up of Past Years

We specialize in organizing and rectifying your financial records for past years, ensuring accuracy and compliance. This service is crucial for businesses looking to get their accounts in order to prepare for tax filing and future growth.
Packages start at $350 per month.
Get 50% OFF the clean up when you also sign on for Monthly Bookkeeping Services!

Catch-Up of the Current Tax Year

Stay current and compliant with our catch-up services for the ongoing tax year. We'll help you manage your financial records, ensuring that everything is up-to-date and accurately reported for tax purposes.
Packages start at $350 per month

Quickbooks Pro-Advisor Consulting

As certified QuickBooks Pro-Advisors, we offer comprehensive consulting services to optimize your use of QuickBooks. We provide setup, training, and ongoing support to help you manage your finances effectively.

Industry Specific Financial Reporting

Receive tailored financial reports that cater to the unique needs of your industry. Our expertise allows us to provide insightful and relevant financial analysis, helping you make informed business decisions.

HIPAA Compliance

For our healthcare and allied health clients, we offer specialized services ensuring compliance with HIPAA regulations. We handle sensitive patient data with utmost confidentiality and integrity, maintaining the highest standards of privacy and security.

HIPAA Evaluations and Clean-Up

Almost all accounting software are not HIPAA complaint. With this service we thoroughly search your existing QuickBooks file for PHI. At the end we will either provide you with a report of our findings or remove any PHI that we find.

Cash Flow Management

Efficiently manage your cash flow with our expert guidance. We'll help you track and forecast your cash requirements, ensuring you have the funds needed for smooth operations and strategic investments.


Our payroll services ensure accurate and timely processing of employee salaries, taxes, and withholdings. We take care of the complexities of payroll management, allowing you to focus on running your business.

Invoicing (Accounts Receivable)

Simplify your invoicing process with our professional services. We perform regular customer reconciliations make sure that no invoice is missed. We ensure timely and accurate invoicing, helping you maintain healthy cash flow and strong customer relationships.

Bill Pay Management (Accounts Payable)

Manage your outgoing payments efficiently with our bill pay management services. We handle your accounts payable, ensuring that your bills are paid on time and your financial obligations are met.

Free Up Your Time

The biggest gift we can offer is more time! You can work on what you love to do and truly switch off when you head home.

Schedule a Free Consultation


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