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the Five emotional phases of profit first
Have you ever heard of Profit First? It's a financial framework that can help you achieve financial freedom by making profit a priority...


Do I take owner's Draws or officer salary?
Two questions I often get are: What are the differences between owner’s draws and officer pay? How much is an owner allowed to take? Just...


contractor to Employee conversion in private practices (and free worksheet!)
As a practice owner, there is a constant barrage of information saying you should do one thing or another when it comes to your staff. ...


How to Prepare for a Painless Tax Season
Are taxes the most popular thing going right now? No. (Never) Do you need to hear some solid tax tips? Yes, you probably do.


What can a CFO do for your practice?
A friend of mine recently went on a three-week European vacation with her family. She wanted to pack in as many experiences as possible...


What’s the Difference Between an Employee and Independent Contractor in Private Practice?
Check out our new article on Contractors vs. Employees - click here Employee or Independent Contractor? It’s important to get it right...


How to (properly) deduct international business travel
The last few years have ushered in a selection of international retreats for therapists. From exotic to remote locations, there is an...


Retirement options for private practice
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...


Employee Benefits Guide for Private Practices
Let’s talk benefits! Are you thinking about adding private practice employee benefits? It doesn’t have to be complicated. As an employer...


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...


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...


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...


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


Are you maximizing the income generated by your office space?
How do you know if you are maximizing your office space?


Top Tax Questions – Answered!
What’s a four letter word that actually only has three letters?


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?


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.


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


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


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...
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