The integrated finance team built specifically for behavioral health practices.
AdvisorOne brings bookkeeping, proactive tax strategy, and CFO-level advisory under one roof. We engineer the entity structure and tax strategy most CPAs miss for behavioral health.
Insurance reimbursements and slow payer cycles make your cash flow impossible to predict.
You're spending nights and weekends on financial admin instead of clinical work.
Your current CPA files your return but has never explained your payer mix or which providers are actually profitable.
You worry about a surprise tax bill or a missed deadline you didn't see coming.
You need clean, investor- or lender-ready financials for a board, a bank, or a future buyer.
You're growing by acquisition or adding locations, and the tax and accounting picture got complicated fast.
About Advisor One
AdvisorOne is an outsourced finance and accounting firm for behavioral health practices, including therapy and counseling groups, psychiatric practices, substance use and recovery centers, telehealth platforms, and venture-backed mental health startups.
AdvisorOne delivers bookkeeping, proactive tax strategy, and CFO advisory as one integrated team, built for practices around $2M+ in revenue or funded and scaling.
On average, our clients save 50–80+ hours per quarter and $25K–$100K annually in taxes and inefficiencies.
If you run a behavioral health practice past $2M and your CPA only appears at tax time, you have outgrown compliance accounting and need an integrated finance function.
“Clients come to us buried in admin or bracing for a surprise tax bill and leave with clean books and the confidence to make decisions instead of reacting to them.”
— Practice Owner (name to come)
Who We Work With
We work with both insurance-based and private-pay practices and the hybrids in between.
Therapy/Counseling Groups
Psychiatric and Substance-Use Recovery practices
Telehealth Mental Health Platforms
You're a great fit if...
Speak with an AdvisorYou run a behavioral health practice or company
You're doing roughly $2M+ in annual revenue — or you're funded and scaling fast.
You bill insurance, private-pay, or both
You've outgrown DIY books and you're ready for a real finance function — not a once-a-year tax preparer.
What AdvisorOne delivers
Speak with an AdvisorYour books stay clean and current even with multi-payer revenue and delayed reimbursements. The numbers you see are numbers you can trust.
We engineer the entity structure, owner comp, and deductions most CPAs miss for behavioral health — and we plan all year, not just at filing.
On average, our clients save $25K–$100K annually in taxes and inefficiencies
Adding providers, locations, or new states — often through acquisition? We keep the tax and accounting clean through every deal, so growth doesn't create exposure.
Every month you sit down with an advisor and a clear picture of where the practice stands, and exactly what to do next.
Hiring a clinician? Opening a location? Acquiring a practice? We model it with real numbers before you commit.
Selling or bringing on a PE partner? We've supported PE- and venture-backed organizations through it. We get your financials clean, defensible, and built to maximize valuation.
How AdvisorOne is different from a generic CPA?
AdvisorOne is staffed by CPAs, Enrolled Agents, and professional accountants—public-accounting rigor paired with real startup and CFO finance experience. That's the rare mix behavioral health and wellness founders need.
“AdvisorOne helped us navigate a multi-state acquisition and structure the deal in a way that saved six figures in taxes. The clarity we got made a complicated growth moment feel manageable.”
— Multi-location practice owner
Welcome to your Flight Plan™
Your First 90 Days with AdvisorOne
Days 1–30
Discovery & Stabilization
We get into your books, your billing, and your numbers, clean up what's behind, and give you an honest read on where the practice actually stands.
Days 31–60
We Build Your Plan
A tax and cash-flow roadmap is built around your payer mix, your growth plans, and your stage.
Days 61–90
Co-pilot Rhythm
Monthly advisory begins: clean financials, a forward plan, and an advisor who knows your practice.
FAQ
Still have questions?
Ready to take control of your practice's finances?
Book your free discovery call. We'll show you exactly where you stand and what's possible next.