Quarterly taxes can feel confusing—but they don’t have to. Here’s a simple guide for therapists to know what to pay, when to pay it, and how to stay stress-free year-round.

Not sure if you’re ready to hire a bookkeeper? Here are 5 signs your therapy practice could benefit from financial support—and how it can help you grow with less stress.

Discover how I turned everyday spending into unforgettable family vacations using credit card points! In this post, I share my journey with the Chase Sapphire Preferred®, how we’ve traveled for free, and tips on using credit cards wisely to maximize rewards—without extra spending. Plus, learn about the current limited-time 100,000-point bonus and how business owners can earn even more. If you’re ready to make your money work for you, this guide is a must-read!

Want to feel more confident with your practice money? Here are 3 simple systems I use to help therapists bring clarity and calm to their finances.

Feeling maxed out? Here’s how to know when it’s time to get admin or billing help in your private practice—and how to delegate well, even if you’re not sure you’re “ready.”

You don’t need to be an accountant to check in on your business numbers. Here are three quick financial metrics every therapist should review monthly—and how to do it in under 30 minutes.

Confused about how much to pay yourself? You’re not alone. Here’s a simple, therapist-friendly breakdown to help you set a steady paycheck—while still saving for taxes and staying profitable.

Not sure if you should elect S Corp status? Here’s a grounded, straightforward guide to help therapists understand what it is, who it benefits, and whether it’s the right fit for your stage of business.

You don’t need a new year to start fresh. Here’s why catching up on your books in November (even just a little) can make tax season easier and your whole practice calmer.

Before the holidays hit, October is your chance to pause, reflect, and get your financial house in order. Here’s a calm and practical checklist for therapists to wrap the year well.

Many therapists struggle with guilt around money—but profit isn’t greedy. This post helps private practice owners reframe their financial mindset and build a business that supports them and their clients.

What’s an EHR, and do you really need one? This post breaks down what therapists should look for in a practice management system—and compares 10 top options for your business and bookkeeping needs.

When a client disappears—but their invoice doesn’t—it creates stress and awkwardness. Here's how therapists can protect their income, set boundaries, and handle non-payment with confidence.

Doing your own bookkeeping as a therapist? Learn which tasks are okay to keep—and which ones to delegate so you can focus on your clients and protect your peace of mind.

Budgeting with inconsistent income is one of the biggest financial stressors for therapists. This post breaks down a calm, percentage-based system to help you plan ahead, pay yourself, and stop guessing.

Tax season has drawn to a close! Now is the time to delve into your business's past performance and plan a course for the future. Explore five essential actions, from evaluating financial metrics to refining tax strategies and setting pragmatic goals. With a clear-eyed assessment and strategic planning, you can fortify your business against uncertainty and navigate a path to enduring resilience. Let's dive into the numbers and chart a course forward together.

Discover the key steps to building an emergency fund for your business. Learn how to start small yet aim big, cut unnecessary costs, and open a dedicated savings account for accessibility and growth. Plus, we share our favorite banking platform to automate your savings! Secure your business's financial future today!

If 2024 was made up of your January repeating 11 more times, would you be happy with your year when you wake up on December 31?

Just by looking at the progress you have already made in the first 31 days, you can have a glimpse of what the rest of the year will be like if you don't change anything!

Today is day 1 of your next month and a chance to make small changes where needed.

In short, 1099s are required by the IRS to double check numbers when people file their tax returns.

When you issue a 1099 to an individual or a company, a copy goes to that person (the recipient), a copy goes to the IRS, and a copy goes to the state. So, if the recipient of a 1099 tries to understate their taxable income by excluding any income from their tax return, the IRS has a way to notice they are doing that.

Keeping all your receipts organized and in one place can help you track your expenses, save money on taxes, and make your accountant very happy!

Next time you think about tossing a receipt in the trash or put it in some drawer somewhere, remember that receipt is a very important piece of financial information.