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Bookkeeping for Therapists: Simplifying Your Practice's Finances w/ Andrea Rotondo [Ep 17]

October 29, 20242 min read
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Episode notes

Let's talk about bookkeeping for therapists! If you’re a therapist who feels like navigating the financial side of your private practice is more daunting than any client session, you're not alone. In today's episode, I’m sitting down with Andrea, a psychology enthusiast turned bookkeeping guru, who's here to demystify money management for therapists.

You'll learn how to turn your financial fears into confidence, when it's time to bring a bookkeeper on board, and why HIPAA compliance isn't just a checkbox but the cornerstone of your private practice's health. We also tackle those pesky misconceptions that might be holding you back from truly owning your role as a business-savvy therapist.

Whether you're a seasoned practitioner or new to therapy practice, this episode is packed with practical advice to streamline your financial processes and make peace with your numbers. Tune in to start building a more profitable, stress-free private practice today!

Topics covered in this episode:

  • How therapists can turn their fear of finances into empowerment.

  • Understanding HIPAA compliance for your therapy practice's financial management.

  • When you should consider hiring a bookkeeper as a therapist or coach.

  • How simplifying your payment processes saves you time and stress.

  • Common misconceptions therapists have about bookkeeping

  • How to map out your financial systems now to save yourself from headaches later.

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Resources from this episode:

Quote:

"If you are working with a professional right now that is making you feel terrible... it's okay to look for somebody else." - Andrea Rotondo

Carly is an ambitious innovator who has always taken pride in re-working the systems. As a therapist her motto was always “get off the couch” meaning it doesn’t take years on end to heal with the proper treatment. She refined the 3 most important steps when it comes to transformation and has taught many other therapists her proprietary 3 step success coaching method to help clients receive remarkable results in very few sessions.

Carly Hill

Carly is an ambitious innovator who has always taken pride in re-working the systems. As a therapist her motto was always “get off the couch” meaning it doesn’t take years on end to heal with the proper treatment. She refined the 3 most important steps when it comes to transformation and has taught many other therapists her proprietary 3 step success coaching method to help clients receive remarkable results in very few sessions.

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