I’ll be attending the Not the Typical Psychotherapist Summit in Nashville, TN in a few short weeks. After so many virtual conferences...

Is it too early to be thinking about retirement? No, no, no... ...and no. Now’s the time. Saving for retirement may sound like a lot of...

Let’s talk benefits! As an employer it can be hard to not go overboard (also known as over-budget) with employee benefits. But you don’t...

What do you think of when you hear the phrase “passive income”? Maybe making passive income is already part of your business plan. Or...

Have you ever been introduced to your own private practice? Sometimes all it takes is a fresh perspective on your day-to-day work...

What is financial self-care anyway? We’ll start where we always start: good old fashioned financial records and reports. It may seem...

Are you wanting to leap from employee to solo practitioner?

Last week was a challenging for me. The highs of hearing from clients who received PPP

How do you know if you are maximizing your office space?

What’s a four letter word that actually only has three letters?

Do you ever wonder why a therapist would want to work for you instead of going out on their own?

Let me start by saying, I'm a huge fan of being efficient.

In times like these, I take comfort in knowing how many of our clients have implemented Profit First and knowing that they are ready to weat

If you are like most private practice owners, you have experienced the panic of closing the year-end books. Fortunately, it doesn’t have to

Okay, let’s talk about 1099s and 1099-Ks. What’s the difference? A 1099-K is a document you receive from your credit card processor. Any...

What is worse than paying taxes? Easy. Paying taxes that aren’t necessary! This article outlines six ways you might be able to save on...

Your therapy private practice is up and running, it’s generating profit–so it’s all smooth sailing from here, right? With an accounting...

How do your EHR system and QuickBooks Online work together? When your Simple Practice, Therapy Notes, or other EHR software is not synced...

Advanced KPIs For those brave enough, let’s dive into some advanced KPI calculations. These formulas are the result of lessons learned...

KPI #1: Average fee per session Let’s start with a simple one. Do you know your average fee per session? It’s always a little surprising...