PRACTICE PARTNER CPAs
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For Therapists, Psychologists & Group Practices

You hold space. We hold the back office.

Specialized CPA support for mental health practices nationwide. Solo therapists, LCSWs, psychologists, and group counseling practices — both insurance-based and private-pay. From SimplePractice and TherapyNotes integration to multi-state payroll for telehealth and group economics for thriving counseling centers.

Book a 30-Min Practice Assessment → See the MSO Platform
The fee-for-service MSO partnership for mental health practices owners. Operating leverage of a healthcare MSO platform — financial infrastructure, tax strategy, KPI dashboards, vendor network, advisory presence — without taking equity. No DSO. No consolidation. The practice stays yours.
Mental Health Practices owner — MSO partnership with Practice Partner CPAs
The Third Option
Your practice. Our discipline. Their healing.
Built for
For Therapists, Psychologists & Group Practices
Typical Practice Revenue
$300K – $10M+
Typical Annual Tax Savings
$25K – $120K+
Live in
30 Days · From $795/mo
Why Owners Choose the Third Way

What every mental health practices owner is really choosing between.

Most mental health practices owners are stuck between a generalist CPA who doesn't really know the specialty and a PE-backed buyer who wants the equity. Here's the same comparison side‑by‑side — with your specialty in mind.

Option 1
Generalist CPA
Option 2
PE-Backed DSO / MSO
Option 3 · The Third Way
Practice Partner CPAs
Takes equity in your mental health practice No Yes · 60–80% No · 0%
Knows your specialty KPIs × ✓ ✓
Monthly close + benchmarks × ✓ ✓
Year-round tax strategy × ~ ✓
You stay the decision-maker Yes No Yes
Investment Hourly 60–80% equity From $795/mo
What It Feels Like

The shift when you finally have someone in your corner.

Most mental health practices owners aren't looking for another report — they're looking for someone they can think out loud with. A CPA + MBA who already understands the practice, sees the numbers monthly, and can be a sounding board for every decision that matters. Here's what changes when you stop running your back office alone.

Right now
Wondering if you're misclassifying clinicians and at risk
With Practice Partner
Knowing your classifications are clean — and defensible
Right now
Carrying every insurance panel decision alone
With Practice Partner
Having someone to think through panel economics with you
Right now
Burning out trying to be both clinician and CFO
With Practice Partner
Being just the clinician and CEO — while we handle the financial work
Right now
Watching the no-show line and feeling powerless
With Practice Partner
Tracking it as a number — and having strategy around it
Right now
Wondering if your retirement plan is sheltering enough
With Practice Partner
Knowing exactly how much you can shelter — and doing it
Right now
Avoiding the solo-to-group conversation because it feels too big
With Practice Partner
Having a clear roadmap when you're ready to start
You shouldn't have to be the clinician, the operator, the negotiator, the tax strategist, and the CFO. Be the leader. We'll handle the rest.
How We Show Up for You

You run the practice. We run the financial side — together.

You shouldn't have to be the clinician, the CFO, the tax strategist, and the operator all at once. The same Principal-level CPA — Ronak Bhatt, CPA, MBA — handles the technical work so you can focus on patients, your team, and the decisions only you can make. Here's what that partnership looks like across three areas.

01
Tax — Planned, Not Just Filed

You'll never feel a March surprise again.

Most mental health practices owners learn their tax bill the same week it's due. We turn that on its head — by October, you know your number, you know your plan, and you've already made the moves that lower it. The technical work happens quietly in the background; what you experience is clarity and control.

The kinds of strategies we routinely run for mental health practices owners — and what they typically save:

$15K–$45K
S-Corp Conversion + Reasonable Comp
For private-pay practices and group owners — proper structure plus payroll optimization typically yields five-figure annual savings.
$25K–$120K
Solo 401(k) + Defined Benefit Plans
Solo therapists and small group owners can shelter dramatically more than a simple SEP-IRA — most don't know they qualify.
$5K–$20K
Home Office & Mixed-Use Deductions
Telehealth practices often qualify for substantial home office and equipment deductions that are routinely missed.
$3K–$15K
Continuing Education & Licensing
CEUs, supervision, licensing, and professional development — fully deductible when documented correctly.
You don't have to chase the strategy. We bring it to you — and tell you exactly what it means for your bottom line.
02
Numbers — Closed Monthly, Translated for You

Open one dashboard and know exactly how the practice is doing.

You stop guessing. You stop waiting for a CPA to "get back to you." Your books close by the 10th of every month, and we translate the numbers into the few metrics that actually matter for mental health practices owners — so when you make a hiring, pricing, or expansion call, the math is already done.

What you'll see in your monthly Practice Health Dashboard:

Revenue / Clinician Hour
Profitability per actual session, not just per scheduled session
Payer Mix Profitability
Which insurance panels are worth keeping — and which to drop
No-Show Rate & Impact
Financial cost of no-shows, tracked monthly with reduction strategy
Cash-Pay vs. Insurance Margin
Net contribution from each — so growth decisions get easier
See what's included at each Suite tier →
03
Advisory — Someone to Think Out Loud With

A CPA + MBA in your corner for every decision that matters.

Solo-to-group planning, telehealth multi-state setup, ownership and partnership structures, and the path to building a practice that runs even when you're not in session.

Every business leader needs someone to bounce ideas off — somebody who knows the numbers, knows the industry, and is in the conversation before the decision gets made. Hiring an associate. Adding a location. Buying the building. Bringing on a partner. Selling to a DSO or a group. You don't have to figure those out alone, and you don't have to wait until tax season to talk about them.

  • Benchmarks that actually fit you — your numbers compared against mental health practices owners in your exact specialty, not "small business" averages
  • A network you can borrow — vetted attorneys, bankers, retirement plan administrators, M&A advisors who already know healthcare
  • Regulatory clarity — CMS rules, state filing changes, reimbursement updates translated into financial impact before they hit your practice
  • A real sounding board — a CPA + MBA in the room when you're making the call, not just reading about it after
What Working Together Looks Like

From signed contract to live partnership in 30 days.

No drawn-out "implementation." No team being trained on your dime. A direct, principal-led onboarding that puts the financial infrastructure of your mental health practice into place fast — and starts producing wins before you've stopped thinking about whether this was the right move.

01
Days 1–15

Onboarding & Migration

  • Books migrated · chart of accounts rebuilt for mental health practices
  • Payroll, EHR, and tech stack connected
  • Prior-year tax position assessed · gaps surfaced
02
Days 16–30

Dashboard Live & First Close

  • Practice Health Dashboard live with your specialty KPIs
  • First monthly close completed and walked through with you
  • Tax planning kickoff · year-end strategies identified
03
Days 31–60

Monthly Cadence in Motion

  • Books closed by the 10th every month
  • First major tax move executed · PTE/S-corp/depreciation
  • Strategy questions you'd been carrying alone get answered
04
Day 90+

Compounding the Wins

  • Quarterly strategy call · benchmarks reviewed
  • Vendor introductions matched to what you actually need
  • The partnership becomes the operating rhythm of the practice
"
Our books were a mess. Ronak cleaned us up in 60 days, restructured to an S-corp, redesigned our clinician comp model, captured CA PTE, and saved us $31K in tax our first year.
JR
Jonathan Reyes, LCSW
CEO, Bright Horizons Counseling
Common Questions

What mental health practices owners ask first.

Do you work with both solo therapists and group practices?
Yes. Solo therapists fit at the Foundation tier with personal tax integration; group practices typically engage at Growth or Scale, depending on clinician count, panels, and multi-state footprint.
Should I be an LLC, S-Corp, or PLLC?
Depends on your state, your income, and whether you have clinicians on payroll. We model your specific situation — most mental health practices over $100K of net income benefit from an S-Corp election once we run the reasonable-comp math.
Can you handle W-2 vs. 1099 contractor classification?
Yes — and this is where most group practices have the most risk. IRS and state rules around therapist classification have tightened. We audit your current setup and restructure if needed.
Do you integrate with SimplePractice or TherapyNotes?
Yes. Automated revenue, AR, and session reporting from your EHR. Standard from Growth tier onward.
Can you handle telehealth across multiple states?
Yes. Telehealth across state lines requires registration and payroll compliance in every state where clinicians practice. We handle the full setup and ongoing compliance.

Your practice. Our discipline. Their healing.

30-minute call directly with Ronak. Direct CPA access. 24-hour response.

Schedule a Consultation 925.320.0309