Why would a psychiatric nurse practitioner choose a bookkeeper who used to be a nurse?
Let me give you the honest answer first. The bookkeeping part should be the same high standard no matter who you hire. Reconciling accounts, categorizing transactions, closing out a month accurately, that is a craft, and you should expect it done well by anyone you pay to do it. What my 15 years as a licensed nurse in mental health changes is everything that happens around the work.
You do not have to explain your world to me. When you say your Thursday ran twenty two follow ups and three intakes, I know what that day felt like and I know roughly what it should look like in the numbers. I know your practice system’s report and your bank deposit are two different things that need to line up every month. If your state requires a collaborating physician arrangement, I know that is a real recurring cost that deserves its own line so you can actually see what it costs you. That is the kind of context behind my bookkeeping for prescribing practices, and none of it needs a glossary first.
The tempo matters too. Prescribing practices run faster than talk therapy practices. Shorter visits, more of them, and documentation that follows you home at night. So I group my questions and send them in one short message instead of five. I do not call during clinic hours. I build monthly reports you can read in a few minutes and understand without a translator, and when something looks off, I tell you plainly.
Knowing where my work ends is part of this as well. I do not handle insurance billing, claims, credentialing, or coding. I do not prepare tax returns either. I keep your books accurate and tax ready so your tax preparer gets clean numbers, and questions about tax amounts or strategy stay with that professional. I run payroll for practices whose payroll system is already set up.
Beyond the nursing years, I am a QuickBooks ProAdvisor at Level 2 with the Gold Badge, and you work with me directly every month rather than a rotating team. Bookkeeping for therapists, prescribers, and other mental health clinicians is the only thing I do. Monthly service starts at $165 right now, and I am glad to walk you through what your practice would need.
Nursing was taking care of people. This is taking care of the people who take care of everybody else. If that sounds like the kind of help you want, book a consultation with me and we will talk about where your books stand.
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.
More Questions
How do quarterly estimated taxes fit into my bookkeeping?
Your tax preparer calculates the amounts. Your books supply the current profit number those calculations depend on, and they keep the record of what you paid and when. When the books are months behind, every estimate turns into a guess.
Read answerWhat financial records should a private practice actually keep?
Business bank and card statements, revenue reports from your practice management system, receipts for deductible expenses, payroll and contractor records, and the bookkeeping file that ties them together. Keep them organized by year and month so any question has a findable answer.
Read answerWhat does working together month to month actually look like?
After a short setup, most months are quiet on your end. I categorize your transactions, reconcile your accounts, send you a small list of questions, and deliver reports with notes written in plain language.
Read answerHow should associate compensation splits be recorded in a group practice's books?
Record the full amount collected as practice revenue and the clinician's share as a compensation expense, never netted together. Track collections by clinician so the split is calculated from a number both sides can see, and apply the written agreement exactly as it reads.
Read answerI'm leaving agency work to start a private practice. What financial setup do I actually need?
You need less than you think. A business bank account, a QuickBooks file set up for a practice instead of a generic business, a simple monthly rhythm starting your first month, and records your tax preparer will want at year end.
Read answerHow do refunds and client credits get handled properly?
A refund reduces revenue in the period you give it back, and prepaid sessions sit as a liability until the session actually happens. Client credit balances need to be tracked by name so nobody's money quietly disappears into the books.
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