NuGlobal
Consultants
Financial Strategy for Therapists EA Led Tax, Bookkeeping, and Billing Support for Private Practice Success On
NuGlobal Consultants is a boutique Tax & Advisory firm specializing in the financial needs of therapists and mental health professionals.
Led by a resourceful Enrolled Agent and supported by a team of experienced accountants and bookkeepers, we help private practice owners across the U.S. gain financial clarity, stay compliant, and grow with confidence.
Our mission is simple:
Handle the numbers so you can focus on clinical care.
We understand the unique challenges of mental health businesses from irregular income and insurance delays to tax complexities and payroll confusion. Whether you’re a solo therapist, group practice owner, or scaling your practice, our tailored tax planning, bookkeeping, and advisory services are built with your workflow and wellbeing in mind.
We also collaborate with trusted billing and credentialing partners, offering a fully supported backend so your systems work together, not against you.
Whether you’re a psychologist, psychiatrist, therapist, counselor, or social worker we’re here to help your practice thrive, financially and operationally.
Ready to take control of your business finances?
Call us at 415-340-4953 or book a free Pulse Check to get started.
- Trusted
- Experienced
- Professional
Services
What we do
01.
Tax Advisory & Resolution
We provide specialized tax guidance and resolution services for therapists, counselors, psychologists, and private practice owners.
Our work goes beyond filing we help you:
Optimize your tax position
Identify and maximize deductions
Resolve past tax issues
Stay compliant with changing laws
If you’re dealing with IRS letters, back taxes, audits, or penalties, we offer clear, strategic support to help you move forward with confidence.
We understand the unique financial challenges of therapy practices like irregular income, delayed reimbursements, and confusion around deductible expenses. Our solutions are built with mental health professionals in mind.
Led by a licensed Enrolled Agent, our firm delivers experienced guidance, skilled negotiation, and personalized support so you can reduce financial stress and stay focused on your clients.
02.
Bookkeeping & Cleanup Services for Therapists and Private Practice Owners
Behind every thriving practice is a clean, accurate set of books. We help therapists, counselors, and mental health professionals get organized whether you’re catching up or starting fresh.
Our services include:
Historical cleanups for late or messy books
Monthly bookkeeping & categorization
Tax-ready reporting and financial clarity
We understand the ups and downs of private practice income and tailor our approach to fit your needs. From reconciling transactions to preparing financial statements, we handle the details so you can stay focused on care not spreadsheets.
03.
Strategic Support for Growing Group Practices
If you’re leading a group practice, your financial needs go beyond basic bookkeeping and annual tax filing.
We offer tailored advisory and financial management packages designed for therapists scaling their teams, adding contractors or employees, and preparing for long-term growth.
Our group practice support includes:
Quarterly profit and tax planning
Contractor vs. W-2 compensation strategy
Payroll and expense planning
Custom financial reports for clarity and decision-making
Integrated bookkeeping and tax filing
As your practice grows, we help you stay financially organized, proactive, and protected — without losing sight of sustainability and peace of mind.
04.
Additional Services to Support Your Practice
Need help beyond tax and bookkeeping? We offer a range of standalone and add-on services to support your practice as it grows and evolves.
Our additional services include:
S-Corp election filings & guidance
Business entity structure setup
1099 preparation & year-end support
Financial templates for tracking expenses & profit
Past-year cleanup packages
Strategy calls for pricing, budgeting, or payroll
These services are available as standalone options or can be added to your monthly support plan for even more convenience and peace of mind.
Not sure what you need? Book a free Pulse Check and we’ll help you find the right fit.
Why Choose US Efficiency, Clarity, and Care Built Into Every Step
Efficiency, Clarity, and Care .. Built Into Every Step
We know that as a therapist, your time and energy are sacred. That’s why everything we do is designed to make your financial systems run smoother without sacrificing accuracy, insight, or peace of mind.
From streamlined processes to proactive planning, we bring a blend of structure, empathy, and expertise to your practice’s financial foundation.
You deserve support that values your impact and helps you build wealth while protecting your wellness
Specialized Expertise in Mental Health Finance
We’ve worked with therapists, counselors, and group practice owners nationwide. We understand the financial nuances of mental health practices from insurance payouts to practice growth. Our niche experience means you get more than general advice — you get guidance tailored to your world.
Tax, Bookkeeping & Billing Support in One Place
We offer everything you need to manage the financial side of your practice — from monthly bookkeeping and tax strategy to trusted billing and credentialing partnerships. Whether you're starting fresh or scaling a team, our integrated approach keeps your numbers organized and your operations running smoothly.
Compassionate, Reliable Support You Can Trust
We know the work you do is deeply personal your financial support should be too. We’re responsive, thoughtful, and committed to making sure you feel seen, supported, and never left guessing. Our goal is to bring peace of mind to your practice, not pressure.