Occupational therapy bookkeeping

Bookkeeping for Occupational Therapy Practices

NDIS-heavy income, reports, travel and equipment prescriptions, all reconciled in Xero. So your OTs can focus on clients, not paperwork.

Fixed monthly packages from $300/month.

Book a Free 15 Minute Call Call (02) 4003 5112

What we look after

  • Invoicing for sessions, reports and travel
  • NDIS and plan manager payments reconciled
  • Payroll and super for your team
  • BAS, cash flow and profit by service
Since 2015Helping Australian businesses
RegisteredBAS Agent 25872183
XeroPartner practice
5.0 ratingFrom our clients

Sound familiar?

Owners of occupational therapy practices deal with bookkeeping problems most small businesses never see.

Reports and travel to bill

Assessments, reports and travel time are easy to under-bill when invoicing isn't tight.

NDIS payment matching

NDIA and plan manager payments rarely line up neatly with individual invoices.

Growing team, growing payroll

More OTs mean more pay runs, super on payday and award questions.

Cash flow gaps

Long reports and slow payment cycles leave cash tied up in unpaid work.

Bookkeeping built for occupational therapy practices

Tight invoicing

Sessions, reports and travel invoiced consistently, with overdue accounts followed up.

Payment matching

NDIA and plan manager payments matched back to the right client and invoice.

Clear reporting

Monthly reports on revenue by OT and by service, plus a cash flow forecast.

What clinic owners say

★★★★★
"The team at Stream Accounting have made a massive difference to our business! Always willing to go above and beyond. I keep learning better ways to do things. Efficient and always reliable."
TC
Tara CliffordParamount Physiotherapy

Occupational therapy bookkeeping packages

From $300 /month

Fixed monthly pricing agreed up front, based on your transaction volume and pay runs. No hourly bills, no surprises.

Get Your Fixed Price

Common questions

Are my services GST-free?

Most occupational therapy services are GST-free when they're delivered by a recognised professional and are generally accepted as necessary treatment. Some items, like products you sell, usually aren't. We check the treatment of each income line so your BAS is right.

Does my practice software work with Xero?

Cliniko, Nookal, Splose, Zanda (formerly Power Diary) and most other practice management systems connect to Xero. We set up the link so invoices and payments flow in cleanly, then reconcile them each week.

Can you help with payroll tax on contractor practitioners?

We set up your books so contractor payments are clearly recorded and easy to review. Payroll tax on contractor arrangements depends on your agreements and your state, so we work alongside your accountant or tax adviser on that question.

How much does it cost?

Fixed monthly packages start from $300/month, based on your transaction volume and pay runs. We give you an exact price on a free 15 minute call.

Do you work with NDIS registered practices?

Yes. See our NDIS provider bookkeeping page for how we handle NDIS payments and SCHADS Award payroll.

Get your practice's books under control

Book a free 15 minute call and get a fixed monthly price for your bookkeeping, payroll and BAS.

Book a Free 15 Minute Call Call (02) 4003 5112