Do it yourself with the

Money Matters for Private Practice

Self-paced online course.

Learn More

Not quite ready to outsource your accounting?

For small practices, it sometimes makes sense to do the bookkeeping on your own and work with a tax professional at the end of the year.

That's why we've created a Do It Yourself option with lots of amazing tools!

We’ve partnered with Gordon Brewer, MEd, LMFT from The Practice of Therapy to create an online course that will teach you what you need to know to set yourself up for success.

The Money Matters in Private Practice course teaches the basic principles of accounting from a therapy point of view. In this course, you will learn how to navigate and manage the financial side of running a private practice. This will make your practice more sustainable and primed for profitable growth.

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BASIC

I'm a solo practitioner who just needs the basics of financial management for a private practice and I'll be set!

Money Mindset
Accounting Basics
Business Entities
Bookkeeping
Understanding Reports
Understanding Taxes
Setting Fees
Creating a Financial Plan
Using the Power of Allocation
Group Practice and Hiring People
Planning for Retirement
6 Hours of Video & Instruction

$275

Enroll Now!

4 Easy Payments of $75

PREMIUM

I'm a solo practitioner or starting a group practice and need a little more of an intensive dive into setting up my accounting system, payroll and taxes.

Money Mindset
Accounting Basics
Business Entities
Bookkeeping
Understanding Reports
Understanding Taxes
Setting Fees
Creating a Financial Plan
Using the Power of Allocation
Group Practice and Hiring People
Planning for Retirement
6 Hours of Video & Instruction
Setting Up Quickbooks Tax
Deductions Payroll & Compensation
Using Quickbooks and Gusto to Manage Payroll
8 Hours of Video & Instruction

$447

Enroll Now!

4 Easy Payments of $120

PREMIUM + COACHING

I have some unique situations that I need some specific advice for. I would also love some extra insight and accountability.

Money Mindset
Accounting Basics
Business Entities
Bookkeeping
Understanding Reports
Understanding Taxes
Setting Fees
Creating a Financial Plan
Using the Power of Allocation
Group Practice and Hiring People
Planning for Retirement
Setting Up Quickbooks Tax
Deductions Payroll & Compensation
Using Quickbooks and Gusto to Manage Payroll
Analyze & Assess Current Finances
Develop a Personalized Financial Plan
Set Practice Financial Goals and Benchmarks
8 Hours of Video & Instruction
2 Hours of One to One Coaching

From:

$747

Enroll Now!

4 Easy Payments of $190