An occupational therapist working with a patient in a clinic office

Bookkeeping for Occupational Therapy Practices

Books Done Right, So You Can Focus on Your Patients.

We provide specialized bookkeeping services for occupational therapy practices of all sizes. Get clear financials, stay compliant, and grow with confidence.

  • Specialized in Occupational Therapy Practices
  • Accurate, Timely & Confidential
  • Save Time & Reduce Stress
  • Affordable & Scalable Solutions
Trusted by occupational therapists nationwide

Get a Free Bookkeeping Quote Today

Tell us about your practice and we'll follow up within 1 business day.

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Monthly BookkeepingQuickBooks Cleanup & SetupAccurate Financial ReportsTax-Ready BooksPayroll SupportAP / AR ManagementU.S.-Based BookkeepersMore Time With Clients
Monthly BookkeepingQuickBooks Cleanup & SetupAccurate Financial ReportsTax-Ready BooksPayroll SupportAP / AR ManagementU.S.-Based BookkeepersMore Time With Clients
HIPAA-Compliant & Secure
U.S.-Based Bookkeeping Experts
Specialized in Occupational Therapy Practices
Affordable, Transparent Pricing
Dedicated Ongoing Support

Bookkeeping Services

Everything Your Practice Needs

Comprehensive bookkeeping solutions designed specifically for occupational therapy practices.

Medical Practice Bookkeeping

Accurate monthly transaction recording and account reconciliation built around the rhythm of an occupational therapy practice — recurring treatment sessions, evaluations, and billing across pediatric and adult caseloads.

Insurance & Medicare Reimbursement Tracking

Track Medicare, Medicaid, and commercial insurance reimbursement timelines for evaluations, treatment sessions, and therapy plans of care, so nothing slips through the cracks.

Therapy Practice Budgeting

Realistic budgets built around your practice's actual costs — treatment supplies and equipment, clinician staffing, and seasonal swings in pediatric and adult caseloads — so you can plan ahead with confidence.

Provider Payroll & Compensation

Process payroll and 1099s for multi-therapist occupational therapy groups, contract clinicians, and support staff accurately and on time.

Multi-Location Practice Accounting

Consolidated and location-level financials for occupational therapy groups operating across multiple clinics, so you can see the whole practice or drill into a single site.

Accounts Receivable Management

Track patient pay, insurance reimbursement, and collections across every location to improve your cash flow visibility.

Financial Reporting & KPIs

Clear, easy-to-understand financial statements and the KPIs that matter for an occupational therapy practice, so you can see how you're performing and make informed decisions.

QuickBooks Expertise for Occupational Therapy Practices

Hands-on QuickBooks setup, cleanup, and ongoing management from a team that already knows how an occupational therapy practice's chart of accounts should be structured.

How It Works

Simple. Secure. Stress-Free.

1

Tell Us About Your Practice

Fill out our short form or give us a call.

2

Send Your Documents

Securely upload your financial documents.

3

We Handle the Rest

Our experts take care of your bookkeeping with accuracy.

4

Get Clear Reports

Receive monthly reports that keep you informed.

5

Focus on Your Patients

We'll handle the numbers so you can focus on care.

Why Outsource Bookkeeping?

More Time. More Clarity. Better Business.

Outsourcing your bookkeeping helps your practice run more efficiently and profitably.

  • Reduce overhead and save money
  • Improve cash flow and financial visibility
  • Ensure accuracy and compliance
  • Make confident business decisions
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Occupational Therapy Practices Served

0%

Client Satisfaction Rate

0+

Years Combined Experience

Millions

In Revenue Managed Monthly

A hand calculating finances on a phone next to tax paperwork and folders

What Occupational Therapists Are Saying

Trusted by Practices Nationwide

OccupationalTherapistBookkeeping.com has been a game changer for our practice. Their reports are clear and they are always so responsive.

Diane R.

Diane R.

Golden Horizon Pediatric OT, FL

I finally understand my numbers and can plan for growth. Highly recommend their team!

Frank M.

Frank M.

Evergreen Occupational Therapy Associates, OR

Professional, reliable, and truly understand the unique needs of an OT practice — down to how we budget for treatment supplies and staffing across our caseload.

Patricia L.

Patricia L.

Silver Maple Therapy Partners, OH

Handing off the books was the best decision we made this year — our insurance and Medicare billing finally reconciles against reimbursements without a headache.

Robert K.

Robert K.

Cedar Ridge OT & Rehab, IL

Coordinating billing across Medicare, Medicaid, and private insurance for our pediatric and adult clients used to bury our front office, and our financials were always a step behind. Now our books stay current and we can see exactly what's outstanding.

Susan T.

Susan T.

Bright Path Occupational Therapy, AZ

As a four-therapist group seeing patients across two clinic locations, payroll and 1099s used to eat a whole weekend every month. No long-term contract, no pressure — just accurate books delivered on time, every month.

Gerald W.

Gerald W.

Heritage Oaks Therapy Group, NC

OccupationalTherapistBookkeeping.com has been a game changer for our practice. Their reports are clear and they are always so responsive.

Diane R.

Diane R.

Golden Horizon Pediatric OT, FL

I finally understand my numbers and can plan for growth. Highly recommend their team!

Frank M.

Frank M.

Evergreen Occupational Therapy Associates, OR

Professional, reliable, and truly understand the unique needs of an OT practice — down to how we budget for treatment supplies and staffing across our caseload.

Patricia L.

Patricia L.

Silver Maple Therapy Partners, OH

Handing off the books was the best decision we made this year — our insurance and Medicare billing finally reconciles against reimbursements without a headache.

Robert K.

Robert K.

Cedar Ridge OT & Rehab, IL

Coordinating billing across Medicare, Medicaid, and private insurance for our pediatric and adult clients used to bury our front office, and our financials were always a step behind. Now our books stay current and we can see exactly what's outstanding.

Susan T.

Susan T.

Bright Path Occupational Therapy, AZ

As a four-therapist group seeing patients across two clinic locations, payroll and 1099s used to eat a whole weekend every month. No long-term contract, no pressure — just accurate books delivered on time, every month.

Gerald W.

Gerald W.

Heritage Oaks Therapy Group, NC

Ready to Simplify Your Bookkeeping?

Get a free, no-obligation quote today.

FAQ

Frequently Asked Questions

Yes. We use secure, encrypted document transfer and never mix patient clinical records with your financial data. Our team is trained on handling healthcare-practice finances confidentially.