For therapists and counselors
Bookkeeping for therapists and counselors, done from your statements
Drop in the statements and exports therapists and counselors already have. ProfitBooks categorizes every transaction, tracks the deductions that matter for your work, and hands your tax preparer a clean profit and loss. $20 a month, billed annually, plus pay-as-you-go credits.
100 free credits at signup, 10 free every day. No card required.
What you upload
- Checking statement
- Credit card statement
- Insurance remittance statements (ERAs)
- Practice management exports (SimplePractice, TherapyNotes)
What gets categorized
- Client fees and insurance payments
- Office rent
- EHR and telehealth software
- Supervision and CE
- Licensing and insurance
Deductions to look for
- Office rent or home office
- Liability insurance
- Continuing education and supervision
- EHR software
- Licensing fees
- Professional memberships
Why it fits
Built for the way therapists and counselors actually run money.
Income arrives from a few sources, expenses land on one or two cards, and nobody has time to categorize 12 months of it in April. ProfitBooks reads the statements, learns your vendors, and keeps the profit and loss current so quarterly taxes stop being a guess.
- Chart of accounts built for your industry from one question
- Confidence threshold: auto-finalize the obvious, review the rest
- Year-end totals by category, ready for Schedule C or your preparer
- Need a reconciled balance sheet? Full Books, $99 a month billed annually, replaces the bookkeeper
Pricing
What therapists and counselors pay
About 90 transactions a month is 1,080 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
FAQ
Questions, answered
Do I need to connect my bank?
No. Download the PDF statement from your bank or take a photo of it. ProfitBooks reads it. No logins shared, no feeds to babysit.
What does it cost for therapists and counselors?
About 90 transactions a month is 1,080 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
Can my tax preparer use it?
Invite them free. They see the same profit and loss and ledger you do (and the reconciled balance sheet on Full Books), and can export CSV for their software.
Insurance pays in bulk with a remittance. Is that a problem?
No. Upload the ERA or remittance PDF and the bank statement. The lump deposit is matched to the remittance, and the payer is recorded. Patient names never need to be in your books.
Your books for therapists and counselors, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.