Help shape bookkeeping for therapists

1
Which best describes your practice?* This field is required.
I’m preparing to start a private practice
I run a solo private practice
I own a group practice
2
How do you currently manage your bookkeeping?* This field is required.
Bookkeeping software like QuickBooks Online or Wave
Bank and credit card statements
A spreadsheet
A bookkeeper or accountant
I don’t have a consistent system yet
3
What do you feel is missing from your current bookkeeping software?* This field is required.Select your top 3 options
It costs too much for what I need
It has too many features I don’t use
The categories don’t fit my therapy practice
It takes too much manual work
The reports are hard to understand
It’s difficult to fix mistakes
I can’t get help when I need it
Nothing—my current software works well
Other
4
What has kept you from using a separate bookkeeping system?* This field is required.Select your top 3 options
My bank statements feel sufficient for now
I’m not sure what else I need to track
I haven’t found a tool that feels simple enough
I don’t want another subscription
Setting it up feels like too much work
Someone else organizes the information for me
I'm not sure/Other
5
What would make you consider moving from a spreadsheet to a bookkeeping tool?* This field is required.Select your top 3 options
Less manual entry
Help choosing expense categories
Fewer formulas to manage or accidentally break
Reports I don’t have to build myself
An easy way to bring over my existing records
I’m happy using my spreadsheet
6
Would you consider handling your day-to-day bookkeeping yourself with a tool designed for therapists?* This field is required.Select your top 3 options
I prefer having someone handle my bookkeeping
I’d be interested if it cost less than my current bookkeeping service
I’d consider it if it were simple and didn’t take much time
I’d consider it if help were available when I needed it
I’d want to try it before deciding
I’m not sure yet
7
What would help you get started?* This field is required.Select your top 3 options
A checklist showing what to do first
Help setting up a bookkeeping tool
Examples of how to record common transactions
A short routine I can follow each week or month
Help organizing transactions from earlier months
I’m still planning my practice and exploring options
Other
8
What’s the ONE thing you’d most like to feel more confident about in your practice’s finances?* This field is required.
Knowing how much I can pay myself
Knowing my bookkeeping is accurate and up to date
Understanding which expenses may be tax deductible
Knowing how much to set aside for taxes
Understanding how much my practice actually earns
Having everything ready for tax preparation
I’m still getting started and figuring that out
I already feel confident
9
Be part of what’s next for therapist bookkeeping* This field is required.Sign up for early testing opportunities and share your feedback to help us create something valuable for your practice—even if you already have a bookkeeping solution. You’ll also receive SafeSpace Profits product updates, launch news, and special offers by email. Unsubscribe anytime.
YESNO
10
Name* This field is required.
First Name
Last Name
11
Email* This field is required.
example@example.com
Should be Empty: