Full Caseload Therapist
Free 14-day trial

Bookkeeping and financials for therapists. Free for 14 days.

Clean books, categorized spend and a monthly P&L so you know which marketing pays. We set it up in your own accounts, run it for two weeks, and you decide. No card, nothing renews.

Free for 14 daysNo card requiredText or call to start

In the trial

  • Books reconciled and a profit and loss statement you can read on one page, split by private pay and by each payer
  • Accounts receivable aged by payer, so you can see which panel is sitting on your money and for how long
  • A monthly cost per new client that connects ad spend to booked, showed and retained clients

Bookkeeping and financials for a therapy practice

Private practice money is messier than the session count suggests. Claims pay 20 to 60 days out at contracted rates below what you billed, so cash arriving in March has little to do with work done in March. Until the books separate billed, allowed and collected, a strong month and a weak month look identical in the bank balance.

Four numbers run a practice: collected per session, revenue recovered from late cancellations and no-shows, receivables aged past 60 days by payer, and cost per new client. That last one decides whether an ad channel stays on, and almost nobody calculates it.

The expensive habit is running everything through one account and seeing the picture in April. Quarterly estimates, the home office, supervision and CEU costs, and whether an S corporation election makes sense, all depend on numbers that exist by then or do not. After two weeks the books are reconciled and a one-page profit and loss is in your inbox.

How the trial works

Fourteen days, your accounts, no card

Setup

Live first month closed within two weeks. You text or call, we do a 20-minute setup call, and it starts.

What we need from you

Read access to your bank and card accounts, and your current books if any.

What you will see

Categorized transactions and a clean profit and loss for the month, with marketing spend broken out by channel.

Day 15

Keep it at the monthly price quoted before the trial, switch to a different service, or stop. Nothing renews on its own.

Questions

Therapists ask

Why does my bank balance never match my billing?

Because claims pay weeks later at allowed rates rather than billed rates, and some are denied quietly. Separating billed, allowed and collected in the books turns that from a mystery into a collections task.

Do I need this if I am solo and private pay?

It is simpler, not optional. Solo private pay still carries quarterly estimates, a home office, supervision costs and a fee decision that only makes sense when you can see collected revenue per hour worked.

Also in the trial

Other things you can try free

Google Ads management

Search campaigns built around the jobs you want, with call tracking so you hear what you pay for.

Facebook and Instagram ads

Offers to homeowners in your zip codes, retargeting, and creative that gets replies.

AI search optimization

Structured pages, consistent listings and plain-language answers so AI engines recommend you.

Local SEO and Google profile

Categories, services, photos, posts and Q&A tuned to win the map pack in your area.

Website design and rebuilds

Fast, tap-to-call pages for every service and city you work in, built in about a week.

Social media management

A steady, on-brand posting schedule that makes the business look alive when people check.

All twelve services

Try bookkeeping and financials free for 14 days.

Pick anything we do. We run it for your therapy practice for two full weeks at no cost, then you decide. No card, no contract, nothing to cancel.

  • Google Ads management
  • Meta (Facebook and Instagram) ads
  • AI search optimization (show up in ChatGPT, Perplexity, Google AI)
  • Local SEO and Google Business Profile
  • Website design and rebuilds
  • Social media management
  • Review generation and reputation
  • Missed-call text-back and lead follow-up
  • Email and SMS campaigns
  • Bookkeeping and monthly financials
  • Cold-call appointment setting
  • Marketing analytics and reporting

Or tell us what you want to try and we will text you back.

Text usCall