Bookkeeping for Raleigh Mental Health Practices
Bookkeeping for therapists, counselors, and group practices in Raleigh. Aretha keeps your books current, tax-ready, and easy to read.
Bookkeeping for Raleigh Mental Health Practices
Raleigh keeps growing, and mental health practices here feel it first. Families arrive from other states, students and staff move through NC State and the other Triangle universities, and the tech and biotech employers in the area send a steady stream of people looking for care. Most practice owners I talk to have a full caseload and very little time left at the end of the day. Bookkeeping is usually what slides.
That is the piece I take off your plate. Bookkeeping for therapists and mental health practices is the only work I do, and I do it myself. Before this I spent more than 15 years as a licensed nurse in mental health, so nobody has to explain intakes, no-shows, supervision hours, or what a week of clinical work really looks like. I work with Raleigh practices remotely from Lancaster, California, and if you want to talk it through, a consultation is an easy place to start.
Monthly Bookkeeping
Monthly Bookkeeping
Transactions categorized, bank and credit card accounts reconciled, and a short set of monthly reports you can actually read between sessions. Same rhythm every month, so you always know where the practice stands without going digging.
Getting Caught Up
Getting Caught Up
If months or years of bookkeeping never got done, we record and reconcile them until you are current. If the entries exist and the numbers look wrong, we find what happened and fix it properly. No lecture about how it got that way.
Payroll for Practices with Staff
Payroll for Practices with Staff
Group practices with W-2 clinicians and admin help often want payroll run for them. If your payroll system is already up and running, I take over the pay runs so payday stops living in your head. Standing up a brand new system is not something I handle.
Tax-Ready Books
Tax-Ready Books
Your tax preparer gets books that are reconciled, categorized, and complete, with the supporting records organized behind them. I keep the books tax-ready all year and leave the return itself to your CPA or preparer.
Raleigh Practices I Work With
The Triangle has a deep mental health community, partly because of the universities and hospital systems and partly because so many people keep moving here. That shows up in the practices. Some clinicians see graduate students and university staff. Some see tech and biotech employees with strong benefits. A lot of them see young families who landed in Wake County in the last few years and are looking for child, teen, and family care. I also work with prescribing practices and behavioral health teams that grew quickly and never quite got the back office sorted.
Different practices, and a lot of the same bookkeeping questions. Money arrives on more than one rhythm, with private pay landing quickly and insurance deposits landing whenever they land. Software subscriptions pile up quietly. Early on, business and personal spending get tangled together on the same card. If any of that sounds familiar, book a consultation with me and we will look at where things stand and what it would take to get them clean.
Therapists and Counselors
Therapists and Counselors
Solo and small practices around Five Points, downtown, North Hills, and out through Cary and Apex. Session revenue reconciled from your practice management deposits to the bank, sliding-scale and no-show patterns visible in the numbers, and personal spending kept out of the practice books.
Psychologists and Testing Practices
Psychologists and Testing Practices
Assessment work runs on a different clock than weekly therapy, with long engagements and report time attached. Wake County families and the universities keep testing referrals steady. I track therapy, assessment, and consulting income at their real rates so you can see which part of the practice is carrying the rest.
Group Practices and Behavioral Health Teams
Group Practices and Behavioral Health Teams
Group practices in the Triangle tend to add clinicians fast. Associate splits recorded correctly, W-2 staff and 1099 contractors each tracked the right way, 1099s ready in January, and reporting that shows margin per clinician so you know whether the next hire is helping. ABA and behavioral health teams belong in this group too.
Telehealth Practices
Telehealth Practices
Plenty of Raleigh clinicians see clients across North Carolina and in other states where they hold a license. Platform subscriptions, EHR fees, and merchant processing fees add up in the background, and payouts need matching to the sessions behind them. An online practice and a remote bookkeeper already work the same way, so this is comfortable ground.
Questions About This Area
Do you work with practices outside Raleigh proper?
Yes. Cary, Apex, Durham, Chapel Hill, Wake Forest, Garner, Holly Springs, and the rest of the Triangle. Everything happens remotely, so your address matters a lot less than whether we are a good fit for each other.
How does working with a bookkeeper in California actually work?
You give me access to your bank and card accounts and your bookkeeping file, and we set a steady rhythm for questions and monthly reports. I am three hours behind you, so a message you send at the end of your clinical day usually reaches me in the middle of my afternoon. You work with me directly, never a rotating team.
What does monthly bookkeeping cost?
Full-service monthly bookkeeping starts at $165 per month. Where you land depends on how many accounts you have and how much activity runs through them. I quote a flat monthly price after we talk, so you are not watching an hourly meter.
My books are months behind. Where do we start?
We start with a look at what already exists. If the months were never recorded, that is catch-up work. If they were recorded and nobody trusts the numbers, that is clean-up. Either way we get you current first and then keep you there. Falling behind is common in private practice and I am not going to make you feel bad about it.
Do you prepare tax returns or handle insurance billing?
Neither one. I keep your books accurate and tax-ready so your tax preparer has everything in one place at filing time. Billing, claims, credentialing, and coding stay with your biller or billing service, and I reconcile the deposits that land in your bank account.
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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