We offer specialized Mental Health CPA 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. Running a successful mental health practice requires a deep commitment to patient well-being. However, managing the financial aspects of your practice, from navigating insurance billing complexities to ensuring accurate record-keeping, can be time-consuming and challenging. 

We provide comprehensive accounting for therapists, including managing private practice finances, streamlining insurance billing and revenue cycle accounting, and offering insights into overhead and expense management. Our goal is to help you understand your financial performance and make informed decisions to support your practice’s growth.

We understand the importance of seamlessly integrating billing and EHR (Electronic Health Records) systems with accounting software for efficient financial management. Our services include in-depth practice profitability analysis and benchmarking, allowing you to compare your practice’s performance against industry standards and identify areas for improvement.