Gain Clarity, Confidence, and Control Over Your Practice’s Finances
We empower mental health practitioners to create thriving, balanced practices while cutting accounting time in half, so you can focus on patient care with peace of mind
Are You Losing Time and Sleep Over Your Practice’s Finances?
Many mental health practitioners feel torn between providing patient care and managing the complex, time-consuming financial aspects of running a practice. From tracking expenses to handling taxes and compliance, the constant sense of falling behind can leave you drained and questioning your practice’s long-term sustainability. The fear of missing tax deadlines or making costly financial mistakes only adds to the stress, pulling you away from what you love—helping your patients.
This financial burden doesn’t just affect your practice; it disrupts your personal life as well. The pressure to ensure bills are paid and taxes are filed leaves little time for yourself or your loved ones. Instead of enjoying life outside of work, you find yourself trapped by financial worries, exhausted, and unable to fully focus on your clients or your well-being.
We believe that mental health practitioners deserve clarity and confidence in managing their practice finances. With the right financial systems and guidance, you can gain peace of mind and build a sustainable practice that not only thrives, but also supports the balance you need between your professional and personal life.
Take Control of Your Practice’s Financial Future
Your Path to a Balanced Practice and Peace of Mind Starts Here
We know how challenging it is to manage your practice’s finances while giving your full attention to your patients. The stress of handling taxes, expenses, and compliance can leave you feeling drained and uncertain. It’s easy to feel overwhelmed by the pressure of staying financially secure while also balancing your personal life.
With over a decade of CPA experience, we provide clear, actionable financial guidance for the unique challenges faced by mental health practices. Every day we work alongside mental health practitioners to help them streamline their finances and regain control, so they can focus on both their patients and their personal well-being.
We can’t wait to do the same for you here at Envision Accounting.
What You Can Expect from Envision Accounting
Tailored Solutions for Your Mental Health Practice
Our mental health practice expertise offers tailored accounting and financial strategies designed specifically for practitioners like you. You’ll receive personalized guidance that supports your practice growth and helps you navigate industry-specific challenges and opportunities effectively.
Flexibility and Control Over Your Finances
Our remote cloud-based accounting allows you to access and manage your financial data from any location, enabling you to make timely decisions, collaborate seamlessly with your team, and maintain full control over your business operations wherever you are.
Predictable Monthly Costs
Our no surprise bills policy includes everything under tailored monthly plans with upfront pricing, ensuring there are no unexpected charges or hidden fees. You’ll have peace of mind knowing exactly what you’ll pay each month, allowing for better budgeting and financial planning.
The Mental Health Practice Financial Blueprint
Step 1:
Take the Financial Wellness Check
Spend just 10 minutes completing a simple assessment to gain a clear snapshot of your practice’s financial strengths and weaknesses.
Step 2:
Schedule a Free Financial Clarity Session and Receive a Customized Plan.
We’ll review your results and explore solutions to your financial challenges, providing immediate, actionable insights. Based on this session, we’ll develop a customized financial plan tailored to your goals, whether it’s reducing stress or growing your practice.
Step 3:
Enjoy a Thriving, Balanced Practice
Enjoy a Thriving, Balanced Practice
We take the stress out of managing your practice finances and support you along the way as you focus on patients and create the practice of your dreams.
Here’s What You Will Get From Us
✅ Remote Cloud-Based Accounting
Access and manage your financial data anytime, anywhere with cloud-based tools, giving you the flexibility and control to run your business on the go and always stay connected to your finances.
✅ Mental Health Practice Expertise
Tailored accounting and financial strategies specifically designed for mental health practices, ensuring you receive advice and solutions uniquely suited to support your practice.
✅ No Surprise Bills
Everything is included under tailored monthly plans with upfront pricing, so you’ll have peace of mind knowing exactly what you’ll pay each month, making budgeting and financial planning easier.
✅ Value-Based Pricing
Fixed monthly pricing based on the value of the services you receive, not on hours billed, providing you with predictable costs and access to needed services without the worry of hourly rates.
✅ CPA Support
Direct access to a dedicated CPA team who understands your practice, giving you expert advice whenever you need it to confidently navigate complex financial decisions.
✅ All Your Bases Covered
A range of service solutions from bookkeeping to payroll to GST to tax planning, providing a one-stop solution for all your accounting needs and freeing up your time to focus on growing your mental health practice.
✅ Personalized Financial Strategy and Solutions
Receive a tailored plan that aligns with your unique business needs, ensuring your financial decisions are more informed and strategically sound.
✅ Platform Setup and Training
Get set up on cloud accounting and learn to use it effectively, allowing you to streamline your processes and maintain control over your financial data and reporting.
Frequently Asked Questions
“I can handle my practice’s finances on my own.”
While you may manage basic tasks, we ensure that your taxes are optimized, your cash flow is stable, and you avoid costly mistakes that can limit growth.
“Isn’t hiring an accountant expensive?”
Our value-based pricing gives you fixed monthly costs, so there are no surprises. Plus, our support often saves you money by optimizing taxes and improving cash flow.
“My practice is too small for accounting help.”
Even solo practitioners benefit from expert financial advice. We specialize in small practices, helping you avoid mistakes and achieve financial clarity.
Are You Ready For Financial Clarity?
If you can agree with the statements below, I’m sure I can help you out.
✅ You want to spend less time managing your finances and more time with your patients
✅ You’re open to using cloud-based accounting software and technology-driven solutions.
✅ You want to build a relationship with a financial partner who can appreciate the unique challenges of mental health practices
✅ You want your practice to be sustainable and support your work-life balance
✅You’re open to outside advice
We might not be a good fit if…
❌ You prefer to handle all your accounting tasks by yourself.
❌ You’re only concerned with meeting basic accounting compliance requirements and are not interested in the financial health of your practice
❌ You’re unwilling to use cloud accounting software
❌ You only want to work with your accountant in-person
