# Behavioral Health Accounting & Fractional CFO Source: https://advisor.one/behavioral-health ## 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. CPAs & Enrolled Agents on Staff Behavioral Health Finance Specialists ## Does this sound like your practice? 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. A behavioral health practice owner at her desk, reviewing insurance paperwork and financial statements. ## 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. ## 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... You 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 ## Bookkeeping that survives your payer mix Your books stay clean and current even with multi-payer revenue and delayed reimbursements. The numbers you see are numbers you can trust. ## Proactive tax strategy 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 ## Multi-state growth & acquisitions 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. ## Monthly advisory, we become your co-pilot Every month you sit down with an advisor and a clear picture of where the practice stands, and exactly what to do next. ## Forecasting for growth Hiring a clinician? Opening a location? Acquiring a practice? We model it with real numbers before you commit. ## Exit & PE readiness 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. 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. ## Your First 90 Days with AdvisorOne ## Welcome to your Flight Plan™ ## 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. ## We Build Your Plan A tax and cash-flow roadmap is built around your payer mix, your growth plans, and your stage. ## Co-pilot Rhythm Monthly advisory begins: clean financials, a forward plan, and an advisor who knows your practice. ## FAQ Do you work with therapists and counselors specifically? Yes. Behavioral health is one of our specialties: therapy and counseling groups, psychiatric practices, substance use and recovery centers, telehealth, and funded mental health startups. I already have a CPA and a bookkeeper. Why switch? A typical setup has a bookkeeper recording the past and a CPA filing once a year, with no one connecting the two. AdvisorOne is one integrated team across books, tax, and advisory, working your payer mix all year and planning ahead. Do you handle insurance billing, private pay, or both? All three. We work in insurance-based and private-pay models and the hybrids in between, including multi-provider billing and delayed reimbursements. How fast will I have clean monthly reporting? Most practices have reliable monthly reporting within the first 90 days, after the discovery and stabilization work in days 1 to 30. What's included in the standard engagement, and what costs extra? Your monthly engagement covers bookkeeping, tax, and CFO advisory as one team. One-time projects like historical cleanups, deal support, S-corp conversions, or IRS resolution are scoped as needed. ## 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.