WIREFRAME PROTOTYPE
TheraBooks

Financial clarity for growing group therapy practices.

Your practice is more than a single revenue line. We help owners see revenue per clinician, cash flow, insurance receivables, and margin by location — so you can stay independent, profitable, and focused on care.

Cloud-based bookkeeping, tax, and financial support for group therapy practices across Texas.

Practice financial snapshotSample practice · March
Gross margin42%
Insurance AR$84.2k
Cash on hand$126.8k

Revenue per clinician — monthly

Clinician A$24,600
Clinician B$17,900
Clinician C$10,900

Cash flow — trailing 12 months · $92k → $127k

Illustrative figures for a sample practice. Not a real client.

[Future dashboard visual — a designed, anonymized report replaces this sketch]

Built for the practice behind the care.

A group practice carries financial weight an individual practice does not.

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Clinicians

Several, often on different compensation models.

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Payroll

W-2, 1099, or a mix in transition.

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Locations

Costs and utilization that differ by site.

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Insurance

Revenue earned one month, paid the next.

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Services

Individual, groups, assessments — different margins.

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Growth

Questions that change as the practice grows.

[TBD: icon set — six marks for clinicians, payroll, locations, insurance, services, and growth]

[Future image — practice environment or team at work, wide band]

Your books should answer more than “Did we make money?”

One line for revenue. One line for wages. One line for rent. Enough to produce a report — not enough to run a growing group practice.

When clinicians join or leave, locations change, insurance payments lag, or refunds climb, you need financials that show what is actually happening.

A generic profit & lossEnough for a report
Revenue$198,400
Wages$132,500
Rent$18,700
Other expenses$14,200
Net income$33,000
Four lines. It balances, and it cannot tell you why.
A practice-level pictureEnough to run a group practice
Insurance revenue$131,900
Private-pay revenue$52,600
Groups & other revenue$13,900
Clinician wages$96,300
Administrative wages$21,400
Management & leadership wages$14,800
Location expenses$18,700
Insurance accounts receivable$84,200
Refunds$2,900
Gross profit / margin$83,400 · 42%

Illustrative figures for a sample practice. Not a real client.

The questions your numbers should help you answer.

Question 01

Can we afford to hire five more clinicians?

Question 02

Which services, payers, or locations drive our margin?

Question 03

How much revenue is tied up in accounts receivable?

Question 04

Are refunds, payroll, or cash flow becoming a problem?

Question 05

What changes if we open another location?

Question 06

Are our compensation and staffing models sustainable?

We keep the financial history clear so you can plan what comes next.

Books that help you understand what is happening and what to do next.

  1. Keep the books current

    The numbers reflect the practice as it is now.

  2. Organize them around how you operate

    Clinicians, payers, services, and locations — not single lines.

  3. Review what changed

    Aging receivables, climbing refunds, margin slipping at one site.

  4. Plan what comes next

    Hiring, pricing, cash, taxes, and growth.

[Future image — the monthly reporting package as a designed artifact]

Full inclusions are on the services page. [CONFIRM BEFORE LAUNCH: “daily”, “unlimited”, “immediate” claims]

What that looks like in practice.

Nothing below goes live until it is real and approved.

[Future image — anonymized sample dashboard]

A real month of practice reporting

Anonymized. [PROOF NEEDED]

[Future image — Florence at work]

Florence’s experience with group practices

[TBD: years, roles, practice types][PROOF NEEDED]

Client stories and testimonials

[Future testimonial 1]
[Future testimonial 2]
[Future testimonial 3]

[PROOF NEEDED] Section stays hidden at launch if nothing is approved. No composite or paraphrased quotes.

Stay independent. Stay profitable. Stay focused on care.

Most owners did not start a practice to become financial operators. The ones who stay independent usually understand their numbers well enough to decide before someone else decides for them.

That independence protects what made the practice worth building: clinicians paid fairly, caseloads that are sustainable, and an owner who can choose how the practice grows.

[CONFIRM BEFORE LAUNCH: mission wording]

[Future image — clinicians, practice life, or a quiet detail shot]

Two ways to work together.

Both share the same foundation: books kept current, custom statements, a monthly review.

Foundation

From ~$1,700 /month

[TBD: exact price]

Accurate, practice-shaped financials and a reliable monthly rhythm.

  • Books kept current
  • Custom financial statements
  • Monthly review and reporting
  • Revenue per clinician, payer, and service
Clarity & Planning · recommended

From ~$2,600 /month

[TBD: exact price]

For hiring, pricing, location, and cash decisions that need to be right.

  • Everything in Foundation
  • Custom group-practice metrics
  • Cash-flow forecasting and scenario modeling
  • Proactive tax and payroll tax planning

Questions practice owners ask.

What makes group-practice bookkeeping different?

A group practice is not one revenue line. Clinicians on different compensation models, insurance that arrives late and gets adjusted, refunds, admin wages, sometimes several locations. The books have to be structured that way to be useful.

Can you work alongside our existing accountant?

Yes. We can handle bookkeeping and reporting while your accountant continues their work, or take on tax support where your plan includes it. [CONFIRM BEFORE LAUNCH: division of responsibilities]

Where do you work?

Across Texas. TheraBooks is a cloud-based firm, so we work with practices statewide rather than in one city — whether you are in Austin, Houston, Dallas–Fort Worth, San Antonio, or a smaller market. [CONFIRM BEFORE LAUNCH: whether practices outside Texas can be served, and multi-state payroll and tax scope]

What systems do you work with?

Whatever accounting and payroll systems you already use [TBD: named systems]. We are familiar with TherapyNotes, SimplePractice, IntakeQ, and PT Everywhere — we reconcile the financial data they produce, we do not administer them.

Do you support contractor and employee models?

Yes, including practices mid-transition between the two. Reporting shows the cost and contribution of each. [CONFIRM BEFORE LAUNCH: payroll and 1099 inclusions]

What are A+ Books?

Our internal standard: a monthly check that the books are current, reconciled, and organized the way the practice operates before anything reaches you. [CONFIRM BEFORE LAUNCH: A+ Books definition][PROOF NEEDED]

Pricing, onboarding, and first-three-months questions are on the services page.

Let’s see whether TheraBooks fits your practice.

We’ll learn how your practice operates, explain how we work, and tell you honestly whether TheraBooks is a fit.

No engagement is created automatically.

See if TheraBooks fits your practice