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SMG Business Services

Helping You Focus on Healing


The Business Side of Mental Health Made Easy

SMG Business Services is your go-to source for bookkeeping and tax preparation services. As professionals with 10 years of experience in the field, we have the expertise and knowledge to help mental health professionals maximize their financial success. We provide customizable services, tailored to meet the specific needs of each client. Our pricing strategy can help you determine the optimal price for your services. Whether you’re just starting out or have a thriving practice, we’ll help you stay on top of your finances, making sure you don’t miss out on any profit opportunities through following the Profit First Method. Get in touch today and let us become your trusted partner in achieving financial peace of mind.

Proactive and preventive finances from passionate, resilient women and POC professional service providers

Our Services

We believe that education is key to running a successful business. Our goal is to educate our clients on opportunities and obligations, so they have a clearer understanding of their finances. We specialize in bookkeeping and tax preparation for therapists, providing a thorough analysis of your business's financial state. Our goal is to assist our clients in running their businesses proactively, and we take pride in watching them succeed. Contact us today to learn more about our services.

Tax Services

Our team of certified tax professionals has 10 years of experience working with therapists. We understand the ins and outs of the industry, and we're committed to helping you navigate the complex world of taxes. We take the time to get to know your business and work with you to create a customized plan that meets your specific needs. From setting schedules for tax payments to ensuring compliance with all applicable laws and regulations, we're here to help you succeed.


Business Advisory Services

At SMG Business Services, we believe that running a mental health practice doesn't have to be a headache. Our focus is on helping our clients identify opportunities and obligations in the complex world of business. We provide advisory services to professionals who are looking to expand, grow, or improve their practice. Our team is dedicated to working proactively with you to ensure that your practice is running smoothly and efficiently.

Bookkeeping Essentials

Managing your finances can be a headache, especially as a therapist. But with our Bookkeeping Essentials service, you can get the guidance and support you need to stay on top of everything. We provide automated payments, current financial reporting, and hands-on personal guidance. No more stress, no more headache – just clear, straightforward financial management that helps you better serve your clients.

Binder and Files

Additional Services

Take your practice to the next level with our range of additional services, including Quickbooks online set-up, payroll set-up, and budgeting. We also offer financial projections and forecasting to help you plan for the future. And if you're looking to learn more about bookkeeping, try our new Bookkeeping Bootcamp, which teaches you everything you need to know to manage your own finances. With our commitment to accuracy and efficiency, you can trust us to help you reach your financial goals.

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Are you ready to boost your practice's profitability? We understand the unique financial needs of your therapy practice. Our team can help transform your practice's bottom line.

Take advantage of our Profit First Instant Assessment bundle, and let's collaborate to ensure the financial health of your practice.

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Hear From Our Clients

Chelle W.

"SMG works so diligently to assist in small business profitability, taking the time to learn what your company really does."

Your Bookkeeping,

Your Way

Get the support that's right for you! Curious about our options? Schedule a 30 min Clarity Call with us so we can provide you with service that best fits YOUR needs.

Producer & Director by Sector Five Productions

Music by Kevin Guardado

Connect With US

Get In Touch

Ask us your questions and Schedule A Free 30-minute Clarity Call!

Meet Our Team

SMG Business Services is a women- and Hispanic/Latinx-owned and run financial services organization.

We mean business!

Client Portals

Access your portal or meet with a member of our team.

Read Our Blog

Subscribe to our blog and learn proactive business advice for your small business.


Check our FAQ page for answers to your bookkeeping and taxpayer questions.

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