Bookkeeping for Mental Health Professionals
in Private Practice
I keep the books for therapists, psychologists, clinical social workers, and counselors across the country. Before I opened my bookkeeping practice, I spent more than 15 years as a licensed nurse in mental health. I know how a practice like yours runs, inside and out.
QuickBooks ProAdvisor Certified • Serving Practices Nationwide
How I Can Help
These are the things practice owners bring up on our first call. If any of them sound like your practice, they can be fixed.
Books Months Behind
The calendar fills up with clients and the bookkeeping slides. One month becomes six, and opening the file starts to feel worse than leaving it closed. I bring your records current without any judgment about how they got that way, then keep them current from there.
The Tax Time Scramble
When nothing gets recorded during the year, spring turns into a frantic hunt through bank statements. I close your books every month, so when your tax preparer asks for your numbers, everything is already organized and reconciled.
Numbers You Do Not Trust
Miscategorized transactions, duplicate entries, and accounts that were never reconciled add up to reports nobody believes. I go through what is there, correct it properly, and hand back books you can rely on.
No Real Sense of Profit
A packed schedule does not always mean a healthy practice. I track what comes in and what it costs to keep the doors open, so you can see what your practice actually earns and make decisions about caseload and fees with real numbers in front of you.
Payroll Paperwork
Associates, admin help, and contract supervisors all need to be paid correctly and on time. For practices whose payroll system is already up and running, I process every pay period, and I prepare year-end 1099s for the contractors you pay.
Bills and Invoices Piling Up
Rent, your EHR subscription, liability insurance, and the invoices you send out all need someone watching them. I schedule and pay your practice bills, send the invoices you bill directly, and keep track of what is still outstanding.
Why Work With Me
I came to bookkeeping from the world you work in.
15+ Years in Mental Health
I was a licensed nurse for more than 15 years, working in mental health. I know the terminology and the day to day rhythm of a practice, so nothing about your work has to be explained before I can do mine.
Mental Health Practices Only
Solo clinicians, group practices, telehealth, and behavioral health teams with roughly one to ten people. That is who I serve, which is why your books get built around how a practice really earns and spends.
QuickBooks ProAdvisor Certified
I am a certified QuickBooks Online ProAdvisor, Level 2 with the Gold badge. Your file gets set up and maintained the way the software is meant to be used, and I will show you how to read it.
You Work With Me Directly
AD Keeps The Books is me, Aretha Dirde, working from Lancaster, California with practice owners nationwide. The person you meet on the first call is the person keeping your books and answering your questions.
What I Do
Every practice needs something different. Some just need the monthly books kept current. Some need a few years untangled first. Some would rather hand over the whole back office, payroll and all. Tell me where things stand, and we'll start there.
Full-Service Bookkeeping
Monthly bookkeeping for mental health practices. Transactions categorized, bank and credit card accounts reconciled, and clear reports every month.
Catch-Up Bookkeeping
For practices whose books have not been done at all. Months or years of transactions recorded, accounts reconciled, and everything brought current, without judgment about how it got this way.
Clean-Up Bookkeeping
Your books exist, but the numbers do not hold up. Miscategorized transactions, unreconciled accounts, duplicates, and balances nobody believes. I review what is there, correct what is wrong, reconcile every account, and hand your practice back books it can finally trust.
Full-Service Payroll
Payroll run dependably for practices whose payroll system is already up and running, so every pay period is processed on time and payday stops living in your head.
Bill Payment
Rent, software subscriptions, insurance, and vendor bills tracked, scheduled, paid on time, and recorded cleanly in your books.
Invoicing
Statements go out on time, payments get matched, and you can see who still owes you. The money you earned actually shows up.
1099 Preparation
Year-end 1099s prepared and filed on time for the contractors your practice pays, with simple per-form pricing.
QuickBooks Online Setup & Training
QuickBooks Online set up around how a mental health practice actually earns and spends, with hands-on training so you can use it with confidence. Configured by a QuickBooks ProAdvisor who knows what a practice's books should look like.
Who I Work With
All of my clients work in mental health care, from solo therapists to group practices. Staying in one field means nothing about your practice is unfamiliar to me.
Therapists & Counselors
Profession
Session revenue reconciled, practice expenses sorted, and a clear monthly picture of what your caseload actually earns. Bookkeeping from someone who spent more than 15 years in mental health care.
Psychologists
Profession
Testing engagements, report time, and mixed therapy, assessment, and consulting income tracked separately, so you can see which parts of the practice actually earn.
Clinical Social Workers
Profession
Bookkeeping for LCSWs in private practice. Modest fees and generous sliding scales make clean books matter more, and Aretha keeps the numbers clear so the practice stays sustainable.
Addiction & Recovery Counselors
Profession
Bookkeeping for drug and alcohol counselors and recovery-focused practices. Group work, individual sessions, and mixed payment arrangements kept straight by someone who already knows this world.
Bookkeeping for prescribing mental health practices, from a bookkeeper who spent more than 15 years as a licensed nurse. Aretha knows the world PMHNPs and psychiatrists work in firsthand, and she keeps the books for medication management practices at the volume and rhythm they actually have.
Group Practices
Practice Type
Bookkeeping for group mental health practices with associates and staff. Clinician pay recorded the way you agreed to it, payroll run on schedule, 1099s prepared, and profit visible per clinician.
Telehealth Therapy Practices
Practice Type
Bookkeeping for online-first mental health practices. Platform and EHR subscriptions, processor fees, and payouts handled by a bookkeeper who works the same way you do, from anywhere in the country.
ABA & Behavioral Health Practices
Practice Type
Bookkeeping for ABA and behavioral health practices, where staff-heavy teams and high session volume make the books genuinely demanding. Payroll run dependably, contractor payments tracked, and revenue reconciled so a growing practice keeps its footing.
15+
Years in mental health care
Gold
QuickBooks ProAdvisor
100%
Mental health practices
What My Clients Are Saying
These are from real clients, in their own words. I'm grateful for every one.
"Easy to work with, great advice.
Terrific to work with, and an important part of our team, AD KEEPS THE BOOKS helps our business close the books each month, keeps taxes on track and, readily available to answer questions. AD keeps the books takes care of business, is great at seeing problems before they happen and always provides clarity, and is genuinely a solid business partner. Highly recommended!"
Hooli Logistics LLC
"Very good to work with.
Working with AD Keep the Books has been a game-changer for my business. They're accurate, reliable, and always on top of deadlines. I have peace of mind knowing my job is in good hands. She's dedicated and prompt."
Tense Tong
Helping the People Who Help Others
Let's Start With
a Short Conversation
Tell me where your books stand right now, even if the honest answer is that nobody has looked at them in a year. I'll ask a few questions and give you a clear idea of how I can help.
