Running a psychology practice means wearing many hats—therapist, business owner, and often reluctant bookkeeper. If you’ve ever felt overwhelmed by tax rules, unpredictable cash flow, or endless insurance paperwork, you’re not alone. That’s where we step in. 


At Straight Talk CPAs, we don’t believe in cookie-cutter CPA services. We understand how successful psychology practices truly run. Taxes and reconciliations are just the tip of the iceberg. Our real focus is helping you build systems that smooth out cash flow, keep taxes in check, and give you long-term clarity. 


You take care of your patients—we’ll keep the numbers straight.

CPA Services for Psychologists

Why Psychologists Need a CPA

Great patient care is what your practice runs on. But keeping it financially sound? That’s where strategy comes in. Here’s how Straight Talk CPAs helps:

Industry Knowledge

Whether it’s office space write-offs, professional dues, or handling tricky reimbursements, we know how to get the details right.

Cash Flow Stability

Insurance claims don’t pay out on your schedule. Neither do telehealth fees. We put systems in place, so income feels steady instead of unpredictable.

Profitability Strategies

Looking at billing, services, and expenses, we help you make your practice more than just sustainable—it can be profitable too.

CPA Services Designed to Help Your Practice Thrive

We do more than manage numbers—we craft strategies to strengthen your practice financially:


  • Strategic tax planning: Smart use of deductions on everything from therapy tools to CE credits.

  • Expense oversight: Categorizing and trimming costs so you see where money goes—and where it shouldn’t.

  • Billing & revenue support: Cleaner systems for client payments and insurance claims.

  • Forecasting & budgets: No more guessing. Clear projections and real-time numbers for growth decisions.

  • Compliance guidance: Stay ahead of changing healthcare tax laws and regulations with our expert guidance.

Tech-Enabled Solutions for Psychologists

We combine financial expertise with innovative tools to make managing your practice easier:

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Cloud-Based Accounting Systems:  Secure, anytime access to your finances.

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Automated Payment Tracking: Quicker, cleaner billing cycles.

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Collaborative Financial Planning: Instead of one-off meetings, we work with you to map out your financial future.

Why Psychologists Trust Straight Talk CPAs

  • We know your world: From telehealth rules to multi-state billing, psychology practices aren’t new to us.
  • Flexible support: Whether it’s just you or a full team of providers, we adjust.
  • Actionable guidance: Reports are fine, but we go further—turning numbers into actual steps you can take.
  • Long-term partnership: Not a one-and-done service. Think of us as part of your team, year after year.


What Clients Tell Us

"I used to dread tax season. Straight Talk CPAs changed that. They didn’t just save me money—they gave me a sense of control over my practice finances I’d never had before."

— Dr. Myra Lucas, Child Psychologist


Ready to Take Back Control of Your Practice Finances?

Your patients depend on you. You deserve financial systems that make that possible without the constant stress. Let’s simplify the money side so you can focus on your work. Book a free consultation today—we’ll help you streamline, stabilize, and set your practice up for the future.

FAQs

  • What services do you handle for psychologists?

    Bookkeeping, payroll, taxes, insurance reimbursement tracking—plus strategic guidance to tie it all together.


  • How do you lower my tax liability?

    By capturing deductions unique to your field—office expenses, therapy tools, professional memberships, and even telehealth setups.


  • Can you manage multi-state compliance for telehealth?

    Yes. We’ll guide you through licensing, tax filings, and billing rules across states.


  • What’s a Virtual CFO, really?

    A financial strategist without the overhead—cash flow planning, growth strategies, and forecasting at a fraction of the cost.


  • Can you help with expansion?

    Absolutely. From forecasting to structuring, we give you the financial clarity you need to grow confidently.