The Therapist CPA Financial Clarity Playbook
A practical guide for solo and group private practices to build, grow, and scale with confidence
Clear, understandable finances
Fewer tax surprises
Confident decisions at every stage of practice
You don't have to choose between being a great clinician and running a financially healthy practice.
This playbook shows you how both can exist together.
What You'll Gain
Table of Contents
Section 1: Introduction
  • You're Not Behind
  • What This Playbook Is (And Isn't)
  • Meet Your Guide
Section 2: Financial Foundations
  • Thinking Like a Practice Owner
  • Structuring Your Practice
  • Paying Yourself Without Burnout
  • Your Board of Support
Section 3: Understanding Your Numbers
  • Why a Full Caseload Doesn't Always Mean a Healthy Practice
  • The Three Financial Statements
  • Revenue Per Session: What Your Practice Really Earns
  • Profit Per Session: What You Keep After Costs
  • Using Numbers as a Tool, Not a Source of Stress
Section 4: Growth Decisions
  • When Growth Actually Makes Sense
  • The Real Cost of Adding People
  • Employees, Contractors, and Complexity
  • Scaling Without Losing Profit
Section 5: Tax Strategy
  • Why Reactive Tax Filing Costs Therapists Money
  • How Tax Strategy Evolves As Your Practice Grows
  • Common Tax Blind Spots for Therapists
Section 6: Long-Term Thinking
  • Retirement Planning: Building Your Future, Without the Pressure
Section 7: Support Pathways & Next Steps
  • Option 1: Start with a Therapist Tea Clarity Call
  • Option 2: The Financial 360
  • Option 3: The Profit Therapy Community
What You'll Gain
Financial Clarity for Your Practice
Clear, understandable finances
Transform confusing financial jargon and overwhelming numbers into actionable insights. You'll gain a firm grasp of your practice's economic health, allowing you to make informed decisions confidently every single day.
Fewer tax surprises
Shift your approach from reactive tax filing to a proactive, strategic methodology. Learn how to optimize your financial structure to protect your hard-earned income and minimize unexpected tax burdens throughout the year.
Confident decisions at every stage
Equip yourself with the knowledge to make smart financial choices, whether you are just starting your practice, navigating the challenges of growth, or strategically scaling to expand your impact. Understand the right steps for each phase of your journey.
You don't have to choose between being a great clinician and running a financially healthy practice. This playbook shows you how both can exist together. Whether you're launching your first solo practice or managing a growing group, these principles will help you build sustainable success without sacrificing your wellbeing or your mission.
This playbook takes you on a comprehensive journey, demystifying the financial aspects of running a therapy practice. We move beyond generic business advice to offer tailored strategies specifically designed for mental health professionals. By breaking down complex topics into digestible steps, you'll feel empowered rather than overwhelmed.
Section 1: Introduction
You're Not Behind
If you're reading this, there's a good chance you've had at least one of these thoughts: "I didn't go to school for business." "I'm not sure if I'm doing this the right way." "My practice looks successful on the outside, but I still feel unsure about the numbers."
Let's start here: You are not behind.
Therapists arrive at financial clarity from many different paths. Some are just starting their first private practice. Others are fully booked, earning well, or even running group practices—yet still feel uncertain about profitability, taxes, or long-term planning.
This playbook is designed to meet you where you are, not where you think you "should" be.

Reflection
What feels hardest about your practice finances right now—starting, growing, or understanding what you already have?
Launching your first solo practice
Building foundations and establishing systems
Transitioning from part-time to full-time
Scaling your caseload and income sustainably
Scaling a group practice
Managing complexity while protecting profit
Making sense of growing revenue
Understanding what your numbers really mean
The goal here is not perfection. It's clarity.
Section 1: Introduction
What This Playbook Is (And Isn't)
This playbook is meant to give you context, perspective, and confidence—not another overwhelming checklist.
What this playbook will help you do:
  • Understand the financial decisions that matter most at different stages of private practice
  • See how successful therapy practices think about money
  • Recognize opportunities you may be missing
  • Feel less anxious and more informed when financial questions come up
What this playbook is not:
  • A replacement for personalized tax or financial advice
  • A one-size-fits-all roadmap
  • A substitute for professional guidance specific to your state, income, or goals
Private practice finances are nuanced—especially for therapists. This playbook helps you ask better questions, so when you seek support, you know what clarity actually looks like.
Many therapists use this playbook as preparation for deeper conversations about their practice finances.
Section 1: Introduction
Meet Your Guide: The Therapist CPA
Alan Pruitt, CPA
Founder of The Therapist CPA Firm
For over a decade, I've worked with therapists at every stage of private practice—from brand-new clinicians opening their first virtual office to established 2 million dollar group practice owners navigating growth, payroll, and tax strategy.
A Personal Connection
My connection to this work is personal. My wife is an LPC-S who built her own successful group practice. Early in her journey, Alan helped design and implement the financial systems, tax strategies, and profitability framework inside her practice which what would later become the foundation of the Profitable Performance Playbook.
Supporting her, and later hundreds of other therapists, showed me a consistent pattern:
Brilliant clinicians were doing meaningful work, yet:
  • Overpaying in taxes
  • Feeling unsure about profitability
  • Making financial decisions without a clear picture
  • Carrying stress they didn't need to carry
Not because they weren't capable—but because no one taught them this part.
My role is to help therapists bring clarity, structure, and calm to the financial side of private practice—so money becomes a tool, not a source of anxiety.
Section 2: Financial Foundations
Thinking Like a Practice Owner
One of the most difficult transitions for therapists in private practice isn't clinical — it's mental.
You are not just a clinician.
You are also a practice owner.
That doesn't mean you need to become corporate or disconnected from your values. It means recognizing that the health of your practice directly affects your income, your energy, and your ability to serve clients sustainably.
Making decisions intentionally
Understanding financial impact
Giving yourself permission to learn
Many therapists try to keep the "business side" separate from their identity. In reality, avoiding it often leads to more stress, not less. Thinking like a practice owner simply means making decisions intentionally, understanding the financial impact of your choices, and giving yourself permission to learn—without judgment.

Reflection
When you think about your role as a practice owner, what comes up for you — confidence, discomfort, or something else?
Section 2: Financial Foundations
Structuring Your Practice
Business structure is one of the first areas where therapists feel overwhelmed — and understandably so. You may hear terms like Sole Proprietor, LLC, or S-Corporation, each with different implications.
Sole Proprietor
Simplest structure, minimal paperwork, but personal liability exposure
LLC
Liability protection with flexible tax treatment options
S-Corporation
Potential tax savings but requires more administrative work
Each structure impacts:
  • Taxes
  • Liability protection
  • How you pay yourself
  • How your practice grows
What matters most: Your structure should support your current stage — and be revisited as your practice evolves.
Many therapists set up a structure early and never revisit it, even as revenue, staffing, and goals change. Over time, this can quietly lead to missed tax-saving opportunities, unnecessary complexity, and decisions that no longer fit.
This playbook won't tell you which structure to choose — but it will help you recognize when it's time to ask the question again.
Section 2: Financial Foundations
Paying Yourself Without Burnout
"How should I pay myself?" is one of the most common — and emotionally loaded — questions therapists ask.
The Inconsistent Approach
Paying yourself sporadically or taking what's left at the end of the month
The Avoidance Pattern
Not looking closely because it feels stressful or overwhelming
The Confusion State
Revenue coming in but still feeling financially unstable
Clarity around compensation matters because money uncertainty often shows up as overworking, difficulty taking time off, and anxiety about growth.
Whether you're a solo practitioner or a group practice owner, paying yourself intentionally helps create predictability and safety — both financially and emotionally.
You don't need the "perfect" system. You need a clear and sustainable one.

Reflection
Does your current pay structure feel intentional — or reactive to what's left over?
Section 2: Financial Foundations
Your Board of Support
You're Not Meant to Do This Alone
Even the most successful practices don't operate in isolation. While private practice can feel independent, thriving practices are supported by advisors, systems, and trusted perspectives outside the day-to-day work.
A CPA or financial advisor
Someone who understands therapy practices specifically, not just general business accounting
A business coach or mentor
Guidance on strategic decisions and practice development from someone who's been there
A clinical supervisor or consultant
Support for the clinical side that impacts your business capacity and quality of care
Your "board of support" doesn't have to be formal — and it doesn't have to be built all at once. What matters is knowing where to turn when financial questions come up — instead of carrying the weight alone.
Many costly mistakes don't happen because therapists are careless. They happen because no one was there to help think it through.
Section 3: Understanding Your Numbers
Why a Full Caseload Doesn't Always Mean a Healthy Practice
Many therapists reach a point where they're busy — sometimes very busy — and still feel unsure about their finances.
You may be seeing:
  • A full or near-full caseload
  • Consistent client demand
  • Revenue coming in each month
And yet:
  • Cash still feels tight
  • Saving feels difficult
  • Taking time off feels stressful
Revenue
Money coming into your practice
≠
Profitability
Money you actually keep
This disconnect often happens because revenue and profitability are not the same thing. A practice can generate significant income while still carrying high expenses, underpaying the owner, or missing opportunities to plan ahead.
This is especially common in growing or group practices, where more moving parts create more complexity. Clarity starts by understanding what your numbers are actually telling you — not what they appear to say on the surface.
Section 3: Understanding Your Numbers
The Three Financial Statements
In Plain English
You don't need to be an accountant to understand your practice finances — but you do need the right lens. There are three core financial statements that tell the story of your practice:
1. Profit & Loss (P&L)
Shows your performance over time
  • How much money came in
  • What it cost to operate
  • What's left over
Most therapists have seen this report — fewer truly understand it.
2. Balance Sheet
Shows your financial position at a point in time
  • What your practice owns
  • What it owes
  • Your overall financial position
It often feels abstract, but it matters more as your practice grows.
3. Cash Flow Statement
Shows how money actually moves
  • How money moves in and out
  • Why income doesn't always equal cash available
For many therapists, cash flow — not revenue — is the real source of stress.
You don't need to memorize these reports. You just need to know which questions each one answers.
Section 3: Understanding Your Numbers
Revenue Per Session:
What Your Practice Really Earns
Revenue per session is one of the simplest — and most revealing — metrics for therapy practices. At a basic level, it answers: How much does my practice actually earn each time a session happens?
For solo practitioners
Clarifies pricing effectiveness, insurance vs private pay tradeoffs, and capacity planning
For group practices
Reveals variations across clinicians, reimbursement differences, and where growth is actually coming from
Simple calculation
Total monthly practice revenue
÷
Number of sessions completed
=
Revenue per session
This number becomes a reference point — not a judgment — for smarter decisions.

Light Exercise
Write down your best estimate of your revenue per session. (Many therapists are surprised by this number.)
Section 3: Understanding Your Numbers
Profit Per Session:
What You Keep After Costs
Revenue tells part of the story. Profit tells the rest.
Profit per session helps answer: After expenses, how much does my practice actually keep per session?
1
Considering raising rates
2
Hiring clinicians or staff
3
Adding services
4
Expanding locations
Understanding profit per session helps you protect sustainability, avoid growth that creates burnout, and make decisions with intention.
The Calculation
(Total revenue − total operating expenses)
÷
Number of sessions
=
Profit per session
Why It Matters
A practice can increase sessions and still reduce profit if expenses grow faster than revenue. This metric protects you from unsustainable growth patterns.
Does your current practice growth feel financially supportive — or exhausting?
Section 3: Understanding Your Numbers
Using Numbers as a Tool, Not a Source of Stress
For many therapists, numbers have become associated with pressure, shame, or self-judgment. They don't have to be.
Information, not evaluation
Tools, not threats
Guides for decision-making
Clarity without judgment
Confidence without perfection
When approached with the right mindset, financial metrics become information, not evaluation. They become tools, not threats. They become guides for decision-making.
The goal is not to scrutinize every number — it's to know what to look at and when.
This is often the point where therapists realize: "I don't need to do this alone — I just need clarity."

Financial clarity doesn't require you to become someone else. It requires support that meets you where you are.
Section 4: Growth Decisions
When Growth Actually Makes Sense
Growth is often framed as the natural next step in private practice. More clients. More clinicians. More revenue. But growth is not always the solution — and it's not always the right next move.
Healthy growth usually happens when:
  • Your current caseload is stable
  • Your systems can support more complexity
  • You understand your numbers well enough to predict outcomes
Unhealthy growth often happens when:
  • Burnout is creeping in
  • Income feels inconsistent
  • You're hoping growth will "fix" stress
Before expanding, ask yourself:
What problem am I trying to solve by growing?
Clarity here protects both your finances and your wellbeing. Growth should emerge from intention and readiness, not pressure or desperation. When you're clear on why you're growing and what success looks like, expansion becomes strategic rather than reactive.

Reflection
Does growth feel like a strategic choice right now — or a response to pressure?
Section 4: Growth Decisions
The Real Cost of Adding People
Hiring is one of the most emotionally charged decisions for therapists. It can feel exciting, validating, and overwhelming — all at once.
Payroll obligations
Administrative oversight
Compliance requirements
Emotional responsibility
When you bring on another clinician or staff member, you're not just adding revenue. You're also adding payroll obligations, administrative oversight, compliance requirements, and emotional responsibility.
The Challenge
For group practice owners, the challenge isn't usually getting people — it's structuring compensation in a way that keeps the practice healthy.
The Risk
Growth without margin often leads to higher revenue but lower take-home pay, increased stress, and difficulty sustaining the model long-term.
Understanding the true cost of hiring is what separates sustainable practices from fragile ones.
Do you know what each additional clinician actually contributes to your bottom line?
Section 4: Growth Decisions
Employees, Contractors, and Complexity
As practices grow, questions about classification naturally arise. Should clinicians be Employees (W-2)? Contractors (1099)? While the details depend on many factors, what matters most is understanding this:
Taxes
Different obligations and deductions
Payroll
Processing and compliance requirements
Risk
Liability and classification concerns
Flexibility
Scheduling and control differences
Many therapists don't realize how quickly complexity increases as they grow — especially if decisions are made without seeing the full financial picture.
This isn't about choosing "right" or "wrong." It's about making informed decisions that align with your goals and capacity.

Reflection
Do your current staffing decisions feel intentional — or inherited from earlier stages?
Section 4: Growth Decisions
Scaling Without Losing Profit
One of the most common surprises for growing practices is this: Revenue goes up — but profit doesn't.
Expenses grow faster than income
Pricing hasn't been revisited
Compensation isn't aligned with margins
Systems lag behind growth
Understanding your revenue per session
Know exactly what each session contributes
Protecting your profit per session
Maintain healthy margins as you scale
Revisiting pricing and pay structures regularly
Adapt to changing costs and market conditions
Growth should increase options, not pressure. When scaling is done intentionally, it creates financial stability, predictable income, and space for leadership — not just management.
Does growth currently feel like it's creating more freedom — or more responsibility?
Section 5: Tax Strategy
Why Reactive Tax Filing Costs Therapists Money
Most therapists think about taxes once a year. They gather documents. They file a return. They hope for the best. This approach isn't wrong — but it is often expensive.
Reactive tax filing looks backward
It tells you what already happened, not how to improve what's coming next
Proactive tax strategy looks forward
It helps you make decisions throughout the year that reduce what you owe
Missed deductions
Expenses you could have claimed but didn't track properly
Poor timing of income and expenses
Revenue and costs recognized in the wrong tax year
Surprise tax bills
No estimated payments or inadequate withholding
Decisions made too late to change the outcome
Missed opportunities because the year already closed
Many therapists assume high taxes are simply the cost of success. In reality, they're often the cost of not having a plan. Tax strategy isn't about avoiding taxes — it's about understanding how your practice decisions affect what you owe.
Section 5: Tax Strategy
How Tax Strategy Evolves As Your Practice Grows
What works tax-wise at one stage of practice may not work at another. Your tax approach should grow and adapt alongside your practice.
Early Stage / Solo Practice
  • Simpler structures
  • Fewer moving parts
  • Focus on foundational deductions and cash flow
Growing Solo Practice
  • Higher income triggers new planning opportunities
  • Compensation structure becomes more important
  • Retirement planning starts to matter
Group Practice
  • Payroll and compensation strategies impact taxes
  • Entity structure becomes more consequential
  • Multi-state considerations may arise
  • Mistakes become more costly
The key takeaway: Tax strategy should evolve alongside your practice — not stay frozen at the starting line.
Many therapists unintentionally outgrow their tax setup without realizing it. Regular reviews ensure your approach stays aligned with your current reality.

Reflection
Has your tax approach changed as your practice has grown — or stayed the same?
Section 5: Tax Strategy
Common Tax Blind Spots for Therapists
Even well-run practices can miss important tax opportunities. Many therapists find that as their practice matures and financial situations become more complex, their tax strategy needs to evolve. Failing to adapt can lead to significant missed savings.
Some of the most common blind spots that can inadvertently cost practice owners include:
Entity structures that no longer fit current income
Many practices begin as simple sole proprietorships or LLCs. However, as income and complexity grow, these initial structures might become tax-inefficient, leading to higher-than-necessary tax obligations.
Owner compensation that isn't optimized
For practices structured as S-Corps, the way owners are compensated (e.g., salary vs. distributions) carries significant tax implications. An unoptimized approach can result in increased tax liabilities.
Retirement strategies that aren't integrated with taxes
While contributing to retirement is good, truly maximizing benefits involves integrating various plan types (like SEP IRAs or Solo 401(k)s) with your overall tax strategy to enhance deductions and long-term wealth accumulation.
Expenses that are tracked but not planned intentionally
Tracking expenses is foundational, but proactive tax planning elevates this by strategically timing or deferring expenditures. This ensures maximum deductions are taken within the optimal tax year, rather than just logging them retrospectively.
Growth decisions made without considering tax impact
Expanding services, hiring new clinicians, or making significant investments are exciting growth steps. However, without forecasting the tax consequences, these decisions can lead to unwelcome surprises and diminished net profitability.
These blind spots don't typically arise from negligence — they emerge from the inherent complexities of growing a business. As practices expand, the margin for error shrinks significantly. What might have once been a minor oversight costing hundreds can now escalate to thousands.
Clarity in these areas often brings a profound sense of relief, transforming a vague feeling of "this is harder than it used to be" into a clear understanding of actionable financial strategies.
Section 5: Tax Strategy
Tax Strategy: From Awareness to Action
Understanding complex tax concepts is a valuable first step. However, applying them correctly and proactively is where the real value lives for therapists.
Often, practice owners realize that what they truly need isn't more information, but rather specific clarity tailored to their unique practice situation.
They don't need more information
They need clarity specific to their practice
This is precisely why many therapists opt for a Financial 360 – a structured, clarity-first experience designed to transform their tax approach. It provides a comprehensive overview and actionable insights.
Review your current financial and tax picture
A deep dive into your current state to understand the landscape.
Identify missed opportunities
Uncover deductions or strategies you might have overlooked.
Highlight risks before they become expensive
Proactively address potential issues to avoid future financial surprises.
Create a clear, personalized path forward
Develop an actionable plan for optimizing your tax strategy.
This isn't a sales pitch; it's a dedicated process to bring everything together—calmly and intentionally. For many therapists, it marks the crucial turning point from a reactive approach to a proactive and financially empowered one.
Section 6: Long-Term Thinking
Thinking Ahead: Creating Options, Not Predicting the Future
For many therapists, the idea of long-term planning often gets pushed to "later." It's common to think about it when the practice is bigger, when things feel more stable, or simply when there's more time available.
However, long-term planning isn't about predicting every detail of the future. Instead, it's about proactively creating and preserving options, ensuring your practice is agile and resilient no matter what comes next.
When therapists hesitate to think ahead, it rarely stems from a lack of care. More often, it's due to underlying concerns:
1
Uncertainty of the Future
The economic climate, client needs, and personal life can all feel unpredictable, making concrete plans seem futile.
2
Complexity of Information
Navigating financial terms, tax implications, and investment strategies can be daunting without expert guidance.
3
Fear of the "Wrong" Choice
The pressure to make optimal decisions can lead to analysis paralysis, causing inaction rather than progress.
But clarity doesn't emerge from having every answer at your fingertips. It comes from understanding the array of possibilities available to you, and realizing that you're not locked into a single, unchangeable path.
Strategic foresight empowers you to build a practice that can adapt and thrive through various scenarios, giving you both peace of mind and genuine financial freedom.

Reflection
When you think about the future of your practice, does it feel exciting, overwhelming, or distant?
Section 6: Long-Term Thinking
Retirement Planning: Building Your Future, Without the Pressure
For many busy therapists, the term "retirement planning" can conjure images of distant futures or complex financial jargon. However, true long-term financial planning isn't about stepping away from work anytime soon, nor is it a rigid, unchangeable blueprint.

Instead, for therapists, thoughtful retirement planning often means:
Freedom and Flexibility Later
Creating financial independence that allows you to choose your schedule, workload, and path as your career evolves, rather than being dictated by necessity.
Avoiding Burnout by Choice
Building a financial cushion that empowers you to reduce hours, explore new modalities, or take extended breaks when needed, safeguarding your passion for your practice.
Ensuring Today's Work Supports Tomorrow's Life
Establishing a clear connection between your current income and your future aspirations, whether that's travel, philanthropy, or simply maintaining your desired lifestyle.
Many therapists delay engaging with retirement planning, often assuming it's:
"Too complex" – a maze of investments and regulations best left to experts.
"Only for 'high earners'" – believing their current income isn't enough to make a significant impact.
"Something they'll address once things feel perfect" – waiting for an elusive moment of stability or abundant free time.
In reality, even small, consistent, and intentional steps—especially when aligned with a smart tax strategy—can create a profound and meaningful long-term impact. The key is to start, even if modestly.

Reflection: Do you currently have a clear sense of how today's income is actively supporting your future personal and professional goals?
Section 6: Long-Term Thinking
Succession, Valuation, and Exit: A Gentle Introduction
Most therapists don't open a practice thinking about how they'll eventually step away from it. And that's entirely normal.
However, understanding the long-term value of your practice—even at a high level—helps you make better, more strategic decisions today.
For group practice owners especially, this foundational understanding is critical, encompassing several key areas:
What Contributes to Practice Value
Identifying the core components that enhance the worth of your business, from client base to proprietary processes.
How Systems and Profitability Matter
Recognizing that robust operational systems and consistent profitability are direct drivers of long-term stability and appeal.
Sustainability Affects Future Options
Understanding that a sustainable practice creates more choices down the line, whether that's growth, a comfortable exit, or continued legacy.
You don't need a definitive exit plan right now. What you need is an awareness that your practice is an asset—not just a job. This shift in perspective is profound.
This perspective often brings clarity, as one therapist put it:
"I want to build something that supports me long-term, not just month to month."

Reflection
Do your current decisions support the version of your practice you'd like to have in the future?
Section 7: Support Pathways & Next Steps
You Don't Have to Do This Alone
If there's one theme that runs through every stage of building a thriving private practice, it's this fundamental truth:
Clarity compounds when you're supported.
Many therapists, driven by a strong sense of independence and responsibility, often try to navigate the complexities of practice finances entirely on their own. This isn't out of a desire to handle everything single-handedly, but often from a deep-seated feeling that they "should" be able to figure it out.
However, this isolation can inadvertently lead to significant challenges:
Decision Fatigue
The constant pressure to make nuanced financial and tax decisions without expert input can lead to mental exhaustion, making even simple choices feel overwhelming.
Avoidance
When financial topics feel too complex or daunting, it's natural to postpone addressing them, which can result in missed opportunities or accumulating issues.
Unnecessary Stress
The hidden anxieties surrounding money can erode your peace of mind, impacting not just your business, but your personal well-being and even client work.
Seeking support, therefore, isn't a sign that something is wrong with your practice or your capabilities. On the contrary, it's a powerful indicator that you are committed to building a practice that is not just successful, but genuinely sustainable and resilient for the long term.
Recognizing that different therapists need different kinds of support—and at different stages of their journey—we've crafted various pathways to continue this conversation, ensuring you find the guidance that feels precisely right for you.
Section 7: Support Pathways & Next Steps
Option 1:
Start with a Therapist Tea Clarity Call:
Your First Step to Financial Peace
Sometimes, the most helpful next step towards gaining control and confidence in your practice's finances is simply talking things through. We call this a 'Therapist Tea' — a free, no-pressure conversation designed to shed light on your unique situation.
Address Immediate Questions
Get answers to your most pressing financial concerns, clearing up confusion and providing instant relief.
Strategize for Your Practice
Explore current opportunities and challenges, helping you proactively plan for what's next in your journey.
Pinpoint Areas for Clarity
Discover exactly where dedicated financial insights can make the biggest difference for your practice's growth and stability.
During this supportive session, we ensure there's no preparation required on your part and absolutely no obligation to commit to further services. It's simply a dedicated space to pause, reflect, and get grounded in your financial outlook. Many therapists find this initial conversation invaluable, often recognizing it as their pivotal first step toward true financial clarity.
Schedule Your Free Therapist Tea ☕
Section 7: Support Pathways & Next Steps
Option 2: The Financial 360
For therapists seeking a deeper dive into their practice's financial health, the Financial 360 offers a comprehensive, clarity-first experience. This guided process moves beyond surface-level assessment to truly integrate your financial data with your broader business aspirations.
Integrate Your Financial Picture
We meticulously bring together your current numbers, detailed tax situation, and long-term business goals to form a cohesive financial narrative.
Uncover Opportunities & Blind Spots
Through expert analysis, we identify hidden opportunities for growth and efficiency, while also pinpointing any potential blind spots that could hinder your progress.
Craft a Personalized Roadmap
The outcome is a clear, actionable, and personalized roadmap specifically designed for your practice, guiding you towards sustained financial well-being.
This isn't a mere sales call or a generic assessment; it's a deeply structured conversation focused on delivering tangible value. You'll walk away with real deliverables and a foundational understanding, even if you choose not to proceed with ongoing services.
We're so confident in the transformative value of this process that we offer a $10,000 tax savings guarantee through the Financial 360.

If our Financial 360 doesn't identify at least $10,000 in legitimate tax savings opportunities for your practice, we commit to continuing our work with you until we do. Your financial clarity and savings are our priority.
For many therapists, the insights gained and the foundation established during the Financial 360 serve as the crucial first step, seamlessly leading into ongoing financial coaching and comprehensive bookkeeping services.
Section 7: Support Pathways & Next Steps
Option 3: The Profit Therapy Community
For therapists who prefer a gradual learning pace and thrive in a supportive, shared environment, our Profit Therapy Community offers an ideal solution. This exclusive, therapist-only space is designed to foster clarity and confidence in your practice's finances, providing continuous support without the immediate commitment of full 1:1 services.
The community acts as a dynamic hub for:
Ongoing Financial Education
Access a curated library of resources, workshops, and expert insights tailored specifically for private practice owners. Stay informed on tax changes, profitability strategies, and financial best practices, ensuring your knowledge is always current.
Collaborative Learning Sessions
Participate in live group coaching calls and interactive learning sessions. Share experiences, ask questions, and gain perspectives from both financial experts and fellow therapists navigating similar challenges and opportunities.
Support Between Big Decisions
Receive timely support and feedback when you're weighing significant financial decisions. Leverage the collective wisdom of the community and the guidance of seasoned professionals to make choices with greater confidence and peace of mind.
Connect with Peers
Forge valuable connections with other private practice owners. This network provides a unique space for shared growth, accountability, and the exchange of practical strategies, combating the isolation often felt in solo practice.
Whether you're not yet ready for intensive one-on-one coaching or seek an ongoing layer of support to complement your financial journey, the Profit Therapy Community provides a flexible and enriching pathway. It’s a testament to our belief that learning and growing doesn't have to be an isolating experience.
Learning doesn't have to be isolating.
Section 7: Support Pathways & Next Steps
Choosing What's Right for You
As you embark on the journey toward financial clarity, it's crucial to understand that there isn't a single "best" option for every therapist. What truly matters is finding the pathway that aligns perfectly with your current needs, your learning style, and the unique stage of your practice.
Our offerings are designed with flexibility in mind, recognizing that your journey is personal.
Start with a Conversation
For those who need immediate answers and a guiding hand, a simple clarity call can illuminate your path forward without commitment.
Dive into Structured Clarity
If you're ready for a deep, comprehensive analysis and a personalized roadmap, our Financial 360 offers unparalleled insights and tangible deliverables.
Learn Alongside Peers
Prefer a supportive community and ongoing education? Our Profit Therapy Community provides a collaborative space for continuous growth and shared learning.
Or Simply Sit with What You've Learned Here
Sometimes, the most powerful next step is to integrate the knowledge gained from this playbook at your own pace, allowing insights to settle and inspire your next move.
Each step you consider, each path you might choose, builds upon the last and deeply respects your individual pace. Financial clarity isn't about urgency; it's about intention. It's about consciously choosing the support that best serves your journey towards a thriving practice.
Section 7: Support Pathways & Next Steps
Closing: Clarity Compounds
Private practice is a dynamic journey, not a static destination.
It continually evolves, grows, and transforms alongside you and your clients. This ongoing process means financial clarity isn't about possessing all the answers at once; rather, it's about confidently understanding your immediate priorities and knowing precisely where to find guidance when new questions inevitably arise.
Regardless of your current stage—whether you're just starting, scaling up, or navigating a transition—know that you are exactly where you need to be.
You're actively building something meaningful, and every step contributes to its foundation. Our aim throughout this playbook has been to empower you with the tools and insights to navigate this path with confidence.
When you're ready to take the next step, we're here to help amplify your efforts and solidify your financial foundation.