Milestone Certified Public Accountants provides specialized accounting for mental health professionals—including therapists, counselors, psychologists, psychiatrists, and private practices. Whether you’re managing a growing clinic or a solo practice, our team of accountants for mental health professionals is here to help streamline your finances, optimize your tax strategy, and ensure full compliance with healthcare regulations.
Running a mental health practice means focusing on patient care—but managing finances can be overwhelming. At Milestone CPAs, we specialize in accounting for therapists and mental health professionals, helping you take control of your practice’s financial health. Milestone CPAs offers reliable mental health practice bookkeeping services, including:
Private Practice Accounting: Clear tracking of income, expenses, and cash flow.
Insurance Billing Support: Streamlined revenue cycle management and billing guidance.
Overhead & Expense Management: Identify cost-saving opportunities.
Profitability Analysis & Benchmarking: See how your practice compares and where to grow.
We help therapists, psychologists, and counselors in Pleasanton and the Tri-Valley area gain financial clarity and peace of mind—so you can focus on healing others.
Accounting for Mental Health Professionals
We’re you go to Mental Health CPA providing accouting, tax, and advisory services designed to meet the unique financial needs of therapists, psychologists, psychiatrists, counselors, and other behavioral health professionals throughout the Pleasanton and Tri-Valley region.
Practice-specific financial reporting
Cash flow and profitability analysis
Budget forecasting
Support with EHR/PMS software integration
Maximize deductions for home offices and continuing education
Identify tax-saving strategies specific to mental health professionals
Ensure compliance with HIPAA-related tax issues
Manage quarterly and year-end filings
Your Financial Partner for a Thriving Mental Health Practice
Milestone CPAs specialize in accounting, tax, and bookkeeping services for mental health professionals, psychologists, and practices. Get financial peace of mind with expert support.
