Accounting and CFO services for occupational therapy practices

Bookkeeping, tax, payroll, and CFO strategy for pediatric and adult OT practices juggling authorizations and multi-payer billing.

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CPA-led · Nationwide & fully remote · Flat monthly fees

The Problem

Authorizations and multi-payer billing complicate OT finances

Prior auths, mixed payers, and school or agency contracts each hit cash flow differently.

Multi-payer and authorization timing

We forecast around prior-auth delays and mixed reimbursement so cash never surprises you.

Clinician classification and payroll

W-2 vs 1099 for OTs and aides, done defensibly, with payroll handled end to end.

Contract and school-based revenue

Fee-for-service and district contracts modeled so slow public payers do not catch you short.

What You Get

Everything your OT practice needs behind the front desk

One integrated, CPA-led team handles the entire business side, so your energy stays on care.

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✓ Monthly bookkeeping and reconciliations
✓ Clear monthly financial statements you actually read
✓ Proactive, year-round tax strategy
✓ S-corp and reasonable-compensation analysis
✓ Full-service payroll and 1099 filings
✓ Clinician classification handled defensibly
✓ KPI dashboards and specialty benchmarking
✓ A dedicated CPA-led team, never a call center

How It Works

From messy books to a real financial partner

A proven path, built around your clinical calendar. Most practices are fully live in 30–45 days.

Assess

A free deep-dive into your books, entity, comp, and pain points.

Build

We clean up the books, set your chart of accounts, and stand up the compliance calendar.

Run

Monthly financials, payroll, and tax filings delivered like clockwork.

Grow

Quarterly strategy, benchmarking, and proactive tax planning.

The economics

What we watch in an occupational therapy practice

Every specialty has a handful of numbers that decide the year. These are the ones we put in front of you monthly, with the planning ranges we work against.

Occupational therapy scorecardPlanning ranges

Clinician cost as a share of revenue48–56%

Units billed per clinician per day24–32

Authorisation denial rate< 5%

Days in accounts receivable30–42

School-contract share of revenueTrack separately

Net collection rate94%+

Operating margin12–20%

Why these three matter most

Authorisations are a cash-flow itemUnits delivered outside an active authorisation are unbillable work already paid for in payroll. It shows up as margin, not as a billing problem.
School contracts behave differentlyDifferent payment timing, different margin, often different entity treatment. Blending them with clinic revenue hides both.
What we watch monthlyUnits, authorisation status, denial rate, and revenue split by channel.

These are planning ranges we work against in engagements, not published survey data. Healthy figures vary by payer mix, geography, entity structure and stage — a practice outside a range is not necessarily unhealthy, it is a question worth asking. We benchmark you against your own trend first.

Questions

Occupational Therapy practice FAQs

Yes. We forecast around authorization delays and mixed reimbursement so your cash flow stays predictable.

Usually W-2 when they work under your direction. We classify defensibly and run compliant payroll.

Yes. We model fee-for-service and district revenue so slow public payers do not catch you short.

Get Started

Ready to take the back office off your plate?

Book a free, no-pressure practice assessment. We will review your books, entity structure, and tax posture and show you exactly where we would add value. You will speak with a CPA, never a call center.

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