Skip to content

    Keep practice bookkeeping out of your evenings.

    Business bookkeeping for solo therapists and growing counseling practices. Keep track of income, expenses and profit with an accountant you can ask for help.

    Next, choose a time for a free 20-minute call. By continuing, you’re asking Median to contact you about bookkeeping. There’s no obligation or marketing subscription. Privacy.

    Jacob Sheldon
    You’ll talk with Jacob, our co-founder.For therapy and counseling practice owners. US businesses only.
    MedianIllustrative view
    Practice financial summaryMonthly view

    See the whole picture.

    IncomeExpenses
    Practice income$32,000
    Clinician payroll$16,000
    Rent & practice expenses$6,000
    Practice profit$10,000

    Business finances only. No patient information needed.

    Your practice’s business finances. Illustrative figures, not client results. Reporting scope is agreed with you.

    Real accountants on your books

    Migration included

    Scope and price agreed up front

    Understand the business behind the care.

    Take bookkeeping out of your evenings

    Let us handle transaction categorization and the routine work of keeping the practice’s books current.

    See what your practice earns

    Review income alongside clinician costs, rent and other expenses in straightforward financial reports.

    Have someone to ask

    Bring business bookkeeping questions to a real accountant who has your books. Complex work is scoped with you.

    Prepare for year-end

    Keep ongoing bookkeeping and optional business tax filing connected, with the work and price agreed up front.

    Start with a conversation.

    Get to know the people who would handle your books before you make a decision.

    1. 01

      Tell us where you are.

      Enter your email and choose a time. On the call, tell Jacob about your business and current books.

    2. 02

      Review the plan and price.

      We confirm the ongoing work, the handoff and any catch-up you need. You review the scope before agreeing.

    3. 03

      Hand over the bookkeeping.

      Once you engage us, we coordinate the migration and begin the agreed work, with an accountant on the account.

    Know the price before you start.

    Ongoing bookkeeping starts at $200/month. Your business size determines the plan. Business tax filing is optional, from $1,499/year.

    Essential · $200/month. Under $250K in annual revenue.

    Growth · $500/month. $250K to $1M in annual revenue.

    Scale · Custom priced. Above $1M in annual revenue. Scoped with you on a call.

    What determines my plan?

    Financial account count does not change either flat plan. Historical cleanup and additional work are quoted separately.

    Discuss your bookkeeping
    Jacob Sheldon, Median co-founder

    Meet the person on your first call.

    I’m Jacob, Median’s co-founder. I work directly with business owners to understand what they need from their books and make sure the service fits.

    We’ll talk through your current setup, what you want handled and how a handoff could work. You’ll have a chance to ask questions before deciding anything.

    Jacob SheldonCo-founder, Median

    Talk with Jacob

    A few things you may be wondering.

    Is this for solo therapists or group practices?

    Both can discuss their needs with us. We review your practice size, accounts and bookkeeping setup before recommending a scope.

    Do you handle insurance billing?

    No. This is business bookkeeping and optional business tax filing. Insurance claims, billing and revenue-cycle management are outside the service. Please do not share patient information.

    What will the first call cover?

    You’ll speak with Jacob, Median’s co-founder, for 20 minutes about your business, the state of your books and what you want handled. We discuss fit and the next steps. You do not need to upload financial records or pay to book.

    What if my books are behind?

    We review the historical work before you start. Migration is included with ongoing bookkeeping. Catch-up and cleanup work are separately quoted, so you can decide with the full scope in front of you.

    Will I have a real accountant?

    Yes. A real accountant reviews the bookkeeping work and answers questions on business days. Complex questions and additional work follow an agreed scope and timeline.

    Let’s take bookkeeping off your list.

    Start with a free 20-minute conversation about your business.

    Talk with Jacob