The 3 CPA Relationship Styles: Finding Your Perfect Match for Financial Peace of Mind
Introduction Even the best CPAs and the most dedicated practice owners don’t always mesh well—and it’s not about skill or […]
How to Build a Financial Advisory Dream Team for Your Private Practice
Imagine avoiding a $50,000 mistake because someone in your network spotted the red flag before you signed on the dotted […]
How To Find The Right CPA For Your Therapy Practice
Running a private practice—especially in mental health or other healthcare settings—comes with unique financial challenges. This is where a good […]
Tax Projections: Why December 31st Matters More Than April 15th
For many private practice owners, April 15th looms large as the be-all, end-all of tax season. However, there’s an often-overlooked […]
How Therapists Can Avoid Tax Surprises
Tax Surprises: A Therapist’s Worst Nightmare Taxes and surprises don’t mix. For busy therapists juggling client care and practice management, […]
What’s a P&L? A Quick Guide for Private Practice Owners
Embarrassed to Ask What a P&L Is? You’re not alone. Picture this: Your CPA or bookkeeper emails you your practice’s […]
Why Secure Portals Are Worth the Extra Step
You send an email with an attachment to your CPA and they respond, “Can you please upload that to our […]
Bookkeeper vs. CPA: Who Should Handle Your Therapy Practice’s Books?
Who Should Handle Your Practice’s Books? Managing QuickBooks is essential for any therapy practice, but it doesn’t have to be […]
A Costly Lesson in Coordinating Your Financial Advisors: Tips for Private Practice Owners
The Price of Poor Coordination Picture this scenario: You open a retirement plan for your private practice, start funding it […]