Bookkeeping for Charlotte Mental Health Practices
Monthly bookkeeping, catch-up work, and payroll for mental health practices in Charlotte. Everything remote, and you work directly with Aretha.
Bookkeeping for Charlotte Mental Health Practices
Charlotte keeps growing, and the need for mental health care has grown right alongside it. I work with practice owners across the city, from solo therapists renting a small suite near Dilworth to group practices in Ballantyne that added two clinicians last year and are thinking about a third. My name is Aretha Dirden, and I keep the books so your attention can stay on your clients.
I spent more than 15 years as a licensed nurse working in mental health before I ever opened QuickBooks for a living. So I already know the language of your practice and how a full week of sessions actually goes. Bookkeeping for mental health professionals is the only thing I do, and every client works directly with me. Everything happens remotely, which means my desk in Lancaster, California has never gotten in the way of taking care of a practice in North Carolina.
Monthly Bookkeeping
Monthly Bookkeeping
Transactions categorized, bank and credit card accounts reconciled, and a short set of monthly reports you can read between clients. Starting at $165 a month. When a number doesn’t make sense to you, you call me and I explain it in plain words.
Catch-Up and Clean-Up
Catch-Up and Clean-Up
Some practices come to me with books that were never done. Others have books full of miscategorized entries and accounts that were never reconciled. Either way, I go back through the months, record what is missing, correct what went sideways, and hand you numbers you can believe again.
Payroll
Payroll
Payroll processed every pay period for practices whose payroll system is already set up, so associates and front desk staff get paid right and on time. I don’t build payroll systems from scratch, and I say so up front before we start.
Tax-Ready Books
Tax-Ready Books
Your books stay reconciled all year, so when your tax preparer asks for financials, they are already waiting. I don’t prepare returns myself. I make sure the person who does has clean, organized records in hand.
Charlotte Practices I Work With
Charlotte has been on a growth run for years, and practices here feel it in their caseloads. Waitlists stretch out. A clinician who never planned to hire anyone ends up with two associates and someone answering the phone. Group practices in SouthPark, University City, and out toward Matthews keep adding clinicians, and the books get one layer more complicated with every hire.
The metro stretches a long way too. Plenty of Charlotte clinicians see clients across the state line in Fort Mill and Rock Hill, and a lot of practices here run online-first or keep a hybrid schedule. ABA and behavioral health teams in the area tend to be staff-heavy and busy. I keep the recordkeeping organized through all of it and leave licensing and tax questions to the professionals who handle those.
Solo Therapists and Counselors
Solo Therapists and Counselors
LPCs, LMFTs, clinical social workers, and addiction counselors running a practice on their own. Session revenue reconciled from your practice deposits, business spending separated from personal, and a monthly picture of what your caseload really earns.
Group Practices
Group Practices
Associate pay under splits or salaries recorded correctly, W-2 staff and 1099 contractors tracked all year, and reporting that shows what each clinician contributes. That way you know whether the next hire actually works before you make it.
Telehealth Practices
Telehealth Practices
Platform subscriptions, EHR fees, and merchant processing fees add up quietly. I match payouts to your books, reconcile the processor fees instead of ignoring them, and keep your recurring software costs visible so you see the true cost of running online.
Prescribers and Behavioral Health Teams
Prescribers and Behavioral Health Teams
Psychiatric nurse practitioners, psychiatrists, and ABA providers carry higher visit volume and bigger teams. I came from nursing in mental health, so this world is familiar ground for me. Book a consultation and tell me how your practice runs day to day.
Questions About This Area
You're in California. Can you really keep the books for a Charlotte practice?
Yes, and I do it for practices all over the country. Everything runs remotely through secure access to your accounts. I'm on Pacific time, so I'm still at my desk when your Charlotte afternoon is wrapping up, and we set calls at whatever hour fits between your sessions.
What does it cost?
Monthly bookkeeping starts at $165 a month. Payroll starts at $150 a month for practices whose payroll system is already running. I'll give you a firm number after we talk about your accounts and your monthly volume.
My books haven't been touched in over a year. Is that a problem?
It's one of the most common reasons practice owners reach out to me. We start with a catch-up engagement to get every month recorded and reconciled, then move into monthly service so it stays current. No lecture about how it got that way.
Do you prepare my tax return?
No. I keep your books reconciled and tax-ready all year so your tax preparer here in Charlotte has clean records to work from. That handoff is a lot calmer than a March scramble.
Do you handle insurance billing or claims?
No. I don't do claims, coding, or credentialing. What I do is reconcile the deposits and remittances that land in your bank account against your books so your revenue is recorded accurately.
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.
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