Artwork

Content provided by Daniel Fava. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Fava or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !
icon Daily Deals

178. The Top 5 Accounting Mistakes Therapists Make with Julie Herres

32:59
 
Distribuie
 

Manage episode 462303248 series 3561012
Content provided by Daniel Fava. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Fava or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, we’re talking about the financial mistakes that therapists often make in private practice—and how to avoid them.

Whether you’re just starting out or scaling your business, this conversation will help you manage your finances more effectively, save money, and reduce stress.

Our guest, Julie Herres, CEO of Green Oak Accounting and an experienced accountant who works with private practice owners, shares practical advice to help you feel confident about your numbers and make smarter financial decisions.

If you’ve ever worried about tax surprises, felt unsure about when to hire a professional, or struggled to make your practice profitable, this episode is for you.

What You’ll Learn in This Episode:
  • Why saving for taxes is essential and how to avoid year-end financial panic.

  • The key mindset shift you need to treat your practice as a successful business.

  • How skipping professional help for accounting or legal advice can cost you big in the long run.

  • Simple strategies, like Profit First, to allocate your income and keep your practice financially secure.

  • Tips for scaling your practice while staying on budget and avoiding common pitfalls.

Key Takeaways:
  • Prepare for taxes: Set aside money regularly to avoid unpleasant surprises during tax season.

  • Adopt a business mindset: Treat your therapy practice as a business to ensure its long-term success and impact.

  • Get expert help: Hiring professionals for accounting and legal needs can save you time, money, and headaches.

  • Plan ahead: Consult with experts before making significant business changes to avoid costly mistakes.

  • Profit First strategies: Use intentional income allocation to maintain financial stability and growth.

Tune in to learn how to avoid common financial pitfalls and build a thriving, profitable private practice.

Links mentioned in this episode:

  continue reading

100 episoade

Artwork
iconDistribuie
 
Manage episode 462303248 series 3561012
Content provided by Daniel Fava. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Fava or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, we’re talking about the financial mistakes that therapists often make in private practice—and how to avoid them.

Whether you’re just starting out or scaling your business, this conversation will help you manage your finances more effectively, save money, and reduce stress.

Our guest, Julie Herres, CEO of Green Oak Accounting and an experienced accountant who works with private practice owners, shares practical advice to help you feel confident about your numbers and make smarter financial decisions.

If you’ve ever worried about tax surprises, felt unsure about when to hire a professional, or struggled to make your practice profitable, this episode is for you.

What You’ll Learn in This Episode:
  • Why saving for taxes is essential and how to avoid year-end financial panic.

  • The key mindset shift you need to treat your practice as a successful business.

  • How skipping professional help for accounting or legal advice can cost you big in the long run.

  • Simple strategies, like Profit First, to allocate your income and keep your practice financially secure.

  • Tips for scaling your practice while staying on budget and avoiding common pitfalls.

Key Takeaways:
  • Prepare for taxes: Set aside money regularly to avoid unpleasant surprises during tax season.

  • Adopt a business mindset: Treat your therapy practice as a business to ensure its long-term success and impact.

  • Get expert help: Hiring professionals for accounting and legal needs can save you time, money, and headaches.

  • Plan ahead: Consult with experts before making significant business changes to avoid costly mistakes.

  • Profit First strategies: Use intentional income allocation to maintain financial stability and growth.

Tune in to learn how to avoid common financial pitfalls and build a thriving, profitable private practice.

Links mentioned in this episode:

  continue reading

100 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

icon Daily Deals
icon Daily Deals
icon Daily Deals

Ghid rapid de referință

Listen to this show while you explore
Play