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Nov 19, 2020
4 min

Employee Benefits Made Easy!

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 w...

73 views0 comments

Julie Herres

Sep 25, 2020
3 min

5 Roads to More Passive Income

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

19 views0 comments

4 Private Practices that Need Your Help!

Julie Herres

Sep 15, 2020
4 min

4 Private Practices that Need Your Help!

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

11 views0 comments

Julie Herres

Aug 12, 2020
3 min

Financial Self Care

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

12 views0 comments

How to Transition From Employee to Solo Practitioner

Julie Herres

May 21, 2020
2 min

How to Transition From Employee to Solo Practitioner

Are you wanting to leap from employee to solo practitioner?

25 views0 comments

EIDL and PPP programs are out of funds... for now

Julie Herres

Apr 20, 2020
5 min

EIDL and PPP programs are out of funds... for now

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

28 views0 comments

Are you maximizing the income generated by your office space?

Julie Herres

Apr 11, 2020
2 min

Are you maximizing the income generated by your office space?

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

19 views0 comments

Julie Herres

Apr 1, 2020
3 min

Why would a therapist want to work for you?

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

364 views0 comments

The importance of Efficiency in the age of Coronavirus (and all year long)

Julie Herres

Mar 20, 2020
3 min

The importance of Efficiency in the age of Coronavirus (and all year long)

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

12 views0 comments

Julie Herres

Mar 17, 2020
2 min

COVID-19 and Profit First

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

24 views0 comments

Julie Herres

Mar 14, 2020
2 min

How to Avoid the Tax Panic

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

14 views0 comments

Julie Herres

Feb 20, 2020
2 min

1099s & 1099-Ks - What you need to do!

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 ...

3 views0 comments

6 Ways Therapists Can Reduce Their Tax Bill

Julie Herres

Feb 8, 2020
3 min

6 Ways Therapists Can Reduce Their Tax Bill

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 ta...

30 views0 comments

Julie Herres

Jan 25, 2020
4 min

Safe Harbor – Estimated Tax Liability

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

7 views0 comments

Julie Herres

Jan 10, 2020
3 min

EHRs and QuickBooks

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

394 views0 comments

Julie Herres

Dec 20, 2019
6 min

Understanding Advanced KPIs

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

36 views0 comments

4 KPIs Every practice owner should be tracking!

Julie Herres

Dec 10, 2019
3 min

4 KPIs Every practice owner should be tracking!

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 ...

30 views0 comments

Julie Herres

Nov 30, 2019
4 min

Paying Therapists 101

We are delving into the world of how to pay Therapists–while remembering to keep profit as the #1 priority.

13 views0 comments

Your Accounting Story - What are the numbers telling you?

Julie Herres

Nov 20, 2019
3 min

Your Accounting Story - What are the numbers telling you?

What are your numbers telling you?

18 views0 comments

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