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Who We Help  ›  Health & Wellness

Bookkeeping for Mental Health Practices
& Therapists

Mental health practitioners have insurance billing complexity, practice management software, and — increasingly — multi-state telehealth income that creates state tax filing obligations most therapists don't anticipate.

Book a Free Consultation

No obligation · 30-minute call · Federally authorized Enrolled Agent

The Specific Challenges We Solve

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Insurance Billing and Collections Reconciliation

Mental health insurance billing has high denial rates and payer-specific rules. We reconcile what was billed against what was actually collected — by payer — so your books reflect reality and you can identify which payers are costing you the most in write-offs.

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Solo vs. Group Practice Tax Structure

Solo practitioners filing Schedule C have different tax considerations than multi-therapist group practices filing as an S-Corp or partnership. We advise on the right structure for your situation and handle the accounting accordingly.

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Telehealth Multi-State Income Sourcing

Seeing patients across state lines via telehealth can create state tax filing obligations in multiple states. We assess where you have nexus and handle any required state returns so you're compliant without overpaying.

A Bookkeeper Who's Also a Federally authorized Enrolled Agent

Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.

Licensed by the IRS — can represent you in audits, notices, and collections
Combines bookkeeping and tax strategy in one flat monthly engagement
Direct access to Luisa — no junior staff, no support queue
Serves clients in all 50 states — fully remote
Books delivered by the 15th of each month
Flat monthly rate — no hourly billing or surprise invoices

Ready to Get Your Books in Order?

Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.

Book a Free Consultation

No obligation · Flat monthly rates · Federally authorized Enrolled Agent