ABA Business Leaders

In this episode of the ABA Business Leaders Podcast, April and Stephen discuss the evolving landscape of prior authorizations in ABA with Jeff Morelli from Silna Health. SILNA handles prior-authorizations using the power of AI, all designed specifically for ABA Businesses and their workflows. They explore the challenges faced by clinicians due to administrative burdens and how technology, particularly AI, is reshaping the reimbursement process.  Jeff introduces Silna's Predictive Document Intelligence, which aims to streamline authorizations and reduce denial rates. The conversation highlights the importance of efficient systems in ABA practices, the financial risks associated with denied authorizations, and the need for delegation and resource utilization to enhance clinician focus on patient care. Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Resources & Links SILNA: https://www.silnahealth.com/?ref=3Pie#get-started  Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips 

In this episode, Stephen and April sit down with Dr. David J. Cox, a uniquely cross-disciplinary thinker whose work spans behavior analysis, bioethics, behavioral economics, and data science. With formal training from Union Graduate College, a PhD from the University of Florida, and post-doctoral work at the Johns Hopkins University School of Medicine and the Insight Data Science Fellowship, David brings a rare lens to one of the most pressing conversations in ABA today: What does AI mean for clinical quality, professional judgment, and business leadership? Having worked in behavior analysis since 2006 as a clinician, academic, technologist, and researcher—with more than 70 peer-reviewed publications—David helps unpack the signal vs. noise around artificial intelligence and its real implications for BCBAs and the organizations they lead.📞 Have a Question for Stephen & April? Call the ABA Business Leaders Hotline: (737) 330-1432 Sponsored by Office Puzzle This episode is sponsored by Office Puzzle, an all-in-one practice management software built to streamline workflows, simplify data collection, and help ABA practices operate more efficiently from intake to billing. With intuitive tools and an easy learning curve, teams can spend less time on administrative work and more time on client care. Join our ABA Business Leaders Support GroupSign up here (free) https://forms.office.com/r/cigPR8wFFC 🔗 Resources & Links Office Puzzle  https://3piesquared.com/business-affiliate/office-puzzle  ABA Business Leaders Support Group for FREE: https://forms.office.com/r/cigPR8wFFC Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a Consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_TipsABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs 

ABA Business Leaders Podcast Stephen and April Smith are seasoned ABA entrepreneurs who built, scaled, and successfully exited a seven-figure ABA practice. Now, through 3 Pie Squared, they help other ABA business owners grow sustainable, values-driven companies without burning out or losing sight of what matters most. In this Valetines Day special episode, Stephen and April explore what really happens when couples build ABA businesses together. They are joined by a select panel of couples in business together in the ABA industry:  Jes Pape & Chris Robinson- AByay  Jessica Harrison & Joshua Harrison – ENC ABATasneem Ramey - Summit Collaborative Care If you’re in business with your partner (or considering it) this episode offers practical insight grounded in real-world experience. Join our ABA Business Leaders Support Group for Couples 💬 Interested? Sign up here : https://forms.office.com/r/LLpAHCXUN8 Resources & Links Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a Consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs  Have a Question for Stephen and April? Call the ABA Business Leaders Hotline: 📞 (737) 330-1432 

In this episode, Stephen and April Smith of 3 Pie Squared explore how values shape decisions, culture, and growth in ABA businesses. Drawing from their experience building and exiting a seven-figure practice, they discuss aligning goals with values, learning from mistakes, and turning abstract principles into actionable business practices. Stephen and April also highlight the role of teams in upholding values through trust, communication, and accountability, and share how 3 Pie Squared introduced a new value to reflect their evolving business. Whether you are starting, scaling, or preparing your ABA practice for exit, this episode offers actionable insights for integrating values into leadership, operations, and financial strategy to drive ethical, sustainable growth. Sponsored by MarginKeepers This episode is sponsored by MarginKeepers, a full-service accounting firm specializing in ABA businesses. MarginKeepers helps practice owners maintain financial clarity so their values can be upheld in daily operations and long-term strategy. Have a question for Stephen and April? 📞 Call the ABA Business Leaders Hotline: (737) 330-1432 Resources & Links MarginKeepers: https://3piesquared.com/business-affiliate/MarginKeepers Business Essentials List: https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a Consultation with Stephen: https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment: https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide: https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs: https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs  

ABA Practice Management Software: Why You Need It and What to Look For Running an ABA practice and delivering great clinical care go hand in hand with efficient systems and reliable software. In this episode of ABA Business Leaders, Stephen and April Smith sit down with Charlene Kurth, Chief Operating Officer at Office Puzzle, and Hailu Jardines, CEO of Office Puzzle, to unpack why practice management software (PMS) is a crucial tool for scaling your ABA business, and how the right platform can directly impact efficiency, compliance, and long-term enterprise value. Together, they explore the evolution from pen-and-paper operations to fully integrated systems, common mistakes practice owners make when selecting software, and what to look for if you’re considering switching platforms. The conversation also dives into Electronic Visit Verification (EVV), scalability challenges, and why your PMS plays a critical role if you plan to one day sell your practice. Whether you’re just getting started or managing a multi-location organization, this episode offers practical insight into aligning your technology with your business goals.  📞 Have a Question for Stephen & April? Call the ABA Business Leaders Hotline: (737) 330-1432  🔗 Resources & Links Office Puzzle Affiliate Link https://3piesquared.com/business-affiliate/office-puzzle Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a Consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs 

In this episode of the ABA Business Leaders Podcast, April Smith, co-founder of 3 Pie Squared, hosts an expert panel discussion featuring:  Alecia Barrett BCBA, COBA, LSW and owner of A. Barrett Academy, LLC located in Holland Ohio Brooke Schneider, M.S.Ed., BCBA, LBA is the Founder and Clinical Director of Orange Pediatric Therapy, which she opened in 2015 Mallory Stinger, BCBA, CEU Coordinator, IEP Advocate, Sleep Consultant. Mallory has been in the field since 2010.  Jennifer Helten, the CEO and Founder of Unique Pathways LLC.  The panel explores the risks of micromanagement, the challenge of delegating before you feel “ready,” and why most owners are never fully prepared for the next level of scale. Plus, each founder answer one of the most pressing questions ABA Business Owners ask:  What one move can I make to drive my business forward? Key themes include: Identifying decisions that unlock operational momentum rather than adding complexity Letting go of control without sacrificing quality or outcomes Choosing your “hard” as a business owner and accepting that growth always comes with trade-offs The long-term impact of training, developing, and growing alongside your BCBAs Why background work and infrastructure matter just as much as visible leadershipHave a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Join our ABA Business Owner Support Group here for Free: Sign up here  Resources & Links Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a Consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs 

In this special panel episode of the ABA Business Leaders Podcast, host April Smith, co-founder of 3 Pie Squared, is joined by Jennifer Helten and Mallory Stinger for a candid, wide-ranging conversation about the realities of owning and leading an ABA business. Together, they explore the emotional, operational, and leadership challenges that show up once you step into ownership. From guilt and over-responsibility to delegation, boundaries, and the constant pressure of “everything being a priority.” The discussion also introduces the ABA Business Leaders Support Group, a new monthly space designed specifically for ABA owners who want connection, clarity, and support from peers who truly understand the role. This episode is sponsored by SILNA, the leading care readiness platform and AI-driven prior authorization management tool, helping ABA organizations reduce administrative burden, improve authorization workflows, and focus more time on delivering care. Learn more about SILNA here: https://www.silnahealth.com/?ref=3Pie#get-started What You’ll Learn in This Episode Common emotional and operational crossover experiences amongst business owners, regardless of size or location How owner guilt shows up day-to-day Why “if everything is a priority, nothing is a priority” increases your risk of burnout as an ABA Business Owner Practical insights on delegation, time audits, and letting go of tasks that no longer serve your role The emotional process of mourning tasks after delegating them Parallels between parenting and running an ABA business, including boundaries and time off Have a Question for Stephen and April? Call the ABA Business Leaders Hotline: 📞 (737) 330-1432 Resources & Links ABA Business Leaders Support Group https://forms.office.com/r/cigPR8wFFCBusiness Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a Consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs Episode Sponsor — SILNA https://www.silnahealth.com/?ref=3Pie#get-started

Back to Basics – HIPAA 101 In this episode of the ABA Business Leaders Podcast, Stephen and April Smith of 3 Pie Squared return to fundamentals, breaking down HIPAA through the lens of real operational decisions ABA owners face every day. They are joined by Nandy Bo, Cybersecurity Expert from Cyber Swiss Army Knife Squad. From device security and Wi-Fi risks to IT systems, policies, and staff practices, this conversation is designed to help you identify vulnerabilities before they become liabilities. You’ll hear practical guidance on encrypted devices, bring-your-own-device policies, iPads in ABA clinic settings, cloud systems, and remote monitoring tools. The discussion also explores scalable IT recommendations for small and mid-sized ABA practices, including penetration testing, multi-factor authentication, and how to evaluate whether a platform is genuinely HIPAA-compliant. Whether you are just getting started or reassessing your current systems, this episode provides a clear, actionable framework for strengthening HIPAA compliance across your organization. Episode Highlights What HIPAA means for ABA business owners The risks of unsecured devices, public Wi-Fi, and poor systems Bring-your-own-device policies in clinical environments Best practices for ABA document storage and access IT system recommendations tailored to ABA practices iPads, cameras, and remote technology in your ABA clinic Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Resources & Links Need Nandy’s Help? Check out Cyber Swiss Army Knife -  https://3piesquared.com/business-affiliate/cyber-swiss-army-knife-squad  Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs  

In this episode of the ABA Business Leaders Podcast, hosted by Stephen and April Smith of 3 Pie Squared, the conversation focuses on one of the most overlooked elements of long-term success in an ABA business: exit planning. Drawing from their experience building, scaling, and exiting a seven-figure ABA practice, Stephen and April explain why your exit strategy should be considered from day one, not as an afterthought. Throughout the episode, Stephen and April break down how exit planning directly impacts financial security, operational decision-making, and business scalability. They also share personal stories about how defining your “why” as a founder can make it significantly easier to shape a clear and intentional exit strategy. What You’ll Learn in This Episode Why having a defined exit plan is essential for long-term success How exit planning supports financial security and smoother transitions The link between exit strategy and confident, strategic decision-making Key factors that influence a successful and profitable exit Why early-stage ABA business owners should prioritize exit planning How understanding exit options influences daily operations and growth Practical insights from Stephen and April based on real-world experience How clarifying your personal “why” helps simplify exit planning This episode is essential listening for ABA business owners who want to build with intention, reduce uncertainty, and maximize the long-term value of their practice. This episode is sponsored by MarginKeepers, a full-service accounting firm that specializes in supporting ABA businesses:  https://3piesquared.com/business-affiliate/MarginKeepers Have a question for Stephen and April?   Call the ABA Business Leaders Hotline: (737) 330-1432 Resources & Links Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 Schedule a consultation with Stephen https://3piesquared.com/stephen-booking-page Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs 

In this episode of the ABA Business Leaders Podcast, hosts Stephen and April Smith of 3 Pie Squared break down what it really takes to create a healthy, sustainable company culture while supporting staff at every stage of an ABA practice’s growth.Drawing on their experience building, scaling, and exiting a seven-figure ABA organization, Stephen and April share practical guidance for founders and leaders who want to align values with business realities, course-correct when needed, and intentionally shape the workplace experiences of their teams. Joined by Cortney and Chris of Keene Perspectives, the conversation explores hiring, retention, leadership responsibility, and the long-term impact ABA business owners have on their staff, many of whom are entering the workforce for the first time.This episode is especially valuable for startup owners, growing practices, and established leaders navigating team dynamics, post-COVID culture shifts, and the balance between mission-driven work and operational sustainability.Episode HighlightsStarting Without PerfectionEstablishing Your “Why” and Early AlignmentCourse Correction as a Leadership SkillBalancing Values With Business DecisionsHiring for Both Objectivity and FitRetention, Culture, and Workplace ImpactHave a question for Stephen and April?Call the ABA Business Leaders Hotline: (737) 330-1432Resources & LinksBusiness Essentials Listhttps://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24Schedule a Consultation with Stephenhttps://3piesquared.com/stephen-booking-pageFree ABA Business Readiness Assessmenthttps://3piesquared.com/aba-business-readiness-assessmentABA Billing Tips Guidehttps://3piesquared.com/productDetails/ABA_Billing_TipsABA Business Leaders Podcast CEUshttps://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs

In this episode of the ABA Business Leaders Podcast, hosts Stephen and April Smith of 3 Pie Squared break down one of the most misunderstood and operationally critical areas of running an ABA practice: insurance processes. From claim denials to prior authorizations, insurance workflows can either support growth or quietly stall it. Stephen and April walk through the core insurance systems every ABA business owner needs to understand, especially in the early stages, and explain why even experienced providers can run into costly mistakes. They are joined by insights from Sagar Jajoo of SILNA, who shares real-world data on where providers most often run into trouble and how strong insurance workflows can support scalability and long-term stability. The conversation highlights why most claim denials stem from front-end issues like benefit checks and authorizations, not clinical documentation, and why relying on inconsistent or manual tracking systems can quickly become a liability as your practice grows. Stephen and April also discuss how insurance processes evolve over time, what new owners typically underestimate, and why predictable, well-documented workflows matter not just for growth, but also when preparing to exit or sell a practice. If you want to scale responsibly, improve cash flow, and reduce administrative headaches, this episode lays out what to focus on and what to fix first. Get started with SILNA today: https://3piesquared.com/business-affiliate/silna  Key Takeaways New ABA owners must understand the core insurance processes early, including benefit checks, authorizations, and claims submission, to avoid preventable denials. Even strong billing teams make mistakes, which is why systems and safeguards matter more than individual effort. Most claim denials originate from front-end insurance issues rather than clinical errors. Lack of standardization around prior authorizations increases risk and slows intake. Manual tracking methods often break down as practices grow. Clean, predictable insurance workflows improve scalability and make your business more attractive to buyers.  📞 Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432  📚 Resources & Links 🧾 Business Essentials List https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 💼 Schedule a consultation with Stephen https://3piesquared.com/stephen-booking-page 🧠 Free ABA Business Readiness Assessment https://3piesquared.com/aba-business-readiness-assessment 💳 ABA Billing Tips Guide https://3piesquared.com/productDetails/ABA_Billing_Tips 🎧 ABA Business Leaders Podcast CEUs https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs  

Back to Basics: Financial Planning for Your ABA Business In this episode of the ABA Business Leaders Podcast, Stephen and April sit down with Shep from Live Oak Bank to simplify the world of ABA Finance, ABA funding, and smart financial planning for your ABA practice. Whether you are launching a new clinic or expanding your services, this conversation helps you understand how banks evaluate your business and what you need to secure the right bank loans. Shep explains how Live Oak partners with ABA providers, why accurate financial planning matters from day one, and what lenders look for when assessing SBA loans. He also highlights the difference between a loan and a line of credit, and the early financial challenges most ABA practices underestimate. The episode covers what makes an ABA startup loan-ready, how business plans influence approval, and when it may be possible to borrow without personal guarantees. Shep also touches on choosing the right real estate options and avoiding unnecessary financial strain as you grow. Whether you are preparing to open your first location or planning long-term expansion, this episode provides clear guidance on strengthening your financial foundation. Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Resources & Links Business Essentials List Schedule a consultation with Stephen Free ABA Business Readiness Assessment ABA Billing Tips Guide ABA Business Leaders Podcast CEUs

ABA Business Leaders Podcast — Hosted by Stephen Smith & Johanna Eddy In this episode of the ABA Business Leaders Podcast, Stephen and Johanna Eddy break down one of the most challenging (but most important) parts of running an ABA practice: finance. Whether you’re a new ABA provider or operating an established ABA organization, this conversation walks you through the key financial systems that keep an ABA business stable, compliant, and ready for growth. Key Takeaways ✔ Accurate Bookkeeping Is Non-Negotiable Before you can plan, grow, or even file taxes properly, you need clean, consistent books. Stephen and Johanna discuss why accurate bookkeeping is the backbone of every financial decision an ABA owner makes. ✔ Know Your Tax Structure Your entity type determines how you’re taxed — and potentially how much you owe. The hosts break down common structures, what deductions business owners typically overlook, and how health insurance affects tax planning. ✔ Quarterly Taxes Don’t Have to Be Confusing Johanna explains how quarterly payments work, common misconceptions, and strategies for staying ahead of unexpected tax bills. Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Resources 🎧 Podcast CEU’s: ABA Business Leaders Podcast — Hosted by Stephen Smith & Johanna Eddy In this episode of the ABA Business Leaders Podcast, Stephen and Johanna Eddy break down one of the most challenging (but most important) parts of running an ABA practice: finance. Whether you’re a new ABA provider or operating an established ABA organization, this conversation walks you through the key financial systems that keep an ABA business stable, compliant, and ready for growth. Key Takeaways ✔ Accurate Bookkeeping Is Non-Negotiable Before you can plan, grow, or even file taxes properly, you need clean, consistent books. Stephen and Johanna discuss why accurate bookkeeping is the backbone of every financial decision an ABA owner makes. ✔ Know Your Tax Structure Your entity type determines how you’re taxed — and potentially how much you owe. The hosts break down common structures, what deductions business owners typically overlook, and how health insurance affects tax planning. ✔ Quarterly Taxes Don’t Have to Be Confusing Johanna explains how quarterly payments work, common misconceptions, and strategies for staying ahead of unexpected tax bills. Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Resources 🎧 Podcast CEU’s: 👉 ABA Business Leaders Podcast CEU’s 🧾 Check your business readiness: 👉 ABA Business Readiness Assessment Learn more about MarginKeepers: Visit MarginKeepers

Back to Basics: Building Relationships That Last In this episode of the ABA Business Leaders Podcast, hosts April and Stephen Smith explore one of the most important parts of growing a healthy ABA business: the people you bring into it. They dig into hiring, leadership, mentorship, and the communication habits that help an ABA therapy organization run smoothly over the long term. Whether you're in the early stages of building your ABA team or preparing to step back from daily operations, this episode gives you a clearer picture of how strong relationships and intentional hiring can shape the future of your business. Key Takeaways Hiring Should Push You Outside Your Comfort Zone April opens up about how ego sometimes gets in the way of the hiring process. ABA business owners often avoid hiring someone who might outperform them, but growth happens when you surround yourself with people who strengthen your weaknesses. She uses a “mom friend” analogy to show the value of having support from people at different stages of the journey. Different Thinkers Make Better ABA Teams Stephen and April talk about the importance of hiring people who think differently. When you intentionally build a diverse team, you bring in new ideas, new angles, and more well-rounded decision-making. For ABA organizations trying to grow sustainably, these differences lead to stronger outcomes for both staff and clients. Your Values Should Guide Every Hiring Decision Stephen emphasizes that hiring becomes much harder when you don’t have a clear vision for your ABA business. Your long-term goals should show up in your job postings, interview questions, and onboarding. When your values are clear, you attract the right people from the start. Onboarding Is a Two-Way Learning Experience Onboarding isn’t just training. It’s a chance for both sides to learn whether the role, the expectations, and the culture are a good match. April and Stephen highlight how the early stages of onboarding help set the tone for communication, mentorship, and long-term success in your ABA therapy practice. A Strong Culture Comes From Honest Conversation You can only spend so much time shaping culture, but fostering open communication is one of the most powerful tools you have. When your team feels comfortable discussing challenges, asking questions, and offering feedback, you start building relationships that last and support stronger outcomes across your ABA therapy organization. 📞 Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 📚 Resources & Links 🧾 Business Essentials List: https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 💼 Book a consultation with Stephen: https://3piesquared.com/stephen-booking-page 🧠 ABA Business Readiness Assessment: https://3piesquared.com/aba-business-readiness-assessment 💳 ABA Billing Tips Guide: https://3piesquared.com/productDetails/ABA_Billing_Tips 🎧 ABA Business Leaders Podcast CEUs: https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs

Back to Basics: Building for Growth In this Back to Basics episode of the ABA Business Leaders Podcast, hosts Stephen and April Smith unpack what it really takes to grow an ABA business without burning yourself out in the process. From breaking inefficient systems before they break you to understanding your true capacity as a leader, this episode focuses on the practical, behind-the-scenes work that makes sustainable growth possible. If scaling your ABA business feels overwhelming, this conversation gives you a roadmap for doing it with intention and clarity. Key Takeaways Systems Are the Foundation of Success April and Stephen remind listeners that growth isn’t about working harder — it is about building systems that work even when things get tough. If your business has solid processes in place, you’re already ahead. Without systems, every challenge feels like an emergency. With them, you can scale with confidence and clarity. Grow With Intention by Knowing the “Why" Important requirements like CPR training or employee handbooks are often overlooked when you’re growing fast. April emphasizes the importance of understanding the “why” behind these systems, not just ticking boxes. When you know why each piece matters, your growth becomes purposeful and much more stable. Build a Business That Can Survive Without You If you want to sell your ABA business someday, or even simply step back, it must be able to grow without you constantly pushing it forward. Stephen talks about how vital it is to build a company structure that can function independently. Long-term sustainability depends on replacing heroics with systems. From understanding your limits to building a business that can thrive without you, this conversation is a must-listen for any ABA entrepreneur preparing for the next phase. This episode is sponsored by Live Oak Bank. Live Oak offers specialized loan solutions tailored to the unique needs of ABA businesses. As America’s premier SBA lender, they’ve helped thousands of small businesses secure financing for acquisitions, real estate, construction, expansion, and partner buyouts. Their team works with you to craft financial solutions that align with your business goals. 📞 Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 📚 Resources & Links: 🏦 Live Oak Affiliate Link: https://3piesquared.com/business-affiliate/live-oak-bank 🧾 Business Essentials List: https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 💼 Schedule a consultation with Stephen: https://3piesquared.com/stephen-booking-page 🧠 ABA Business Readiness Assessment: https://3piesquared.com/aba-business-readiness-assessment 💳 ABA Billing Tips Guide: https://3piesquared.com/productDetails/ABA_Billing_Tips 🎧 ABA Business Leaders Podcast CEUs: https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs

Sponsored by SILNA This episode is proudly sponsored by SILNA, a platform helping ABA providers navigate compliance, resources, and advocacy in the field. 👉 Learn more Episode Summary Success looks different for every ABA business owner, especially as your company grows. April and Stephen discuss how to define and measure success when starting out, how your definition evolves over time, and strategies to grow your ABA business with intention and purpose. Key Topics Covered Defining Success When Starting Out Early-stage success might mean keeping clients happy and managing billing effectively. April shares how your success metrics will evolve as your business grows. Knowing Your Why Establishing your purpose helps guide decisions. April explains that even an informal sense of direction is enough to measure progress. What Do You Want to Avoid? Stephen suggests that success can also come from identifying what failure looks like and what kind of business you don’t want to run. Finding a Healthy Work Rhythm Work-life balance isn’t always realistic. Enjoying your work and creating sustainable habits is a better measure of success. Growing with Intention Metrics matter, but they shouldn’t overshadow your purpose. April and Stephen discuss aligning growth with your mission. Making Success Visible Systems, culture, and structure should clearly reflect your business success, especially if you plan to sell or step back from day-to-day operations. Takeaways Success in ABA evolves over time. Align growth with your purpose and mission. Metrics should support your goals, not define them. A well-run business shows visible, intentional success. Resources & Links 🎧 Podcast CEUs: ABA Business Leaders Podcast CEU’s 📊 Free ABA Business Readiness Assessment: ABA Business Readiness Assessment 💰 ABA Billing Tips Guide: ABA Billing Tips Get in Touch Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432

Back to Basics: Emergencies! Sponsored by MarginKeepers – specialized accounting and consulting for ABA providers.Learn more: MarginKeepers Affiliate Link Running an ABA business comes with unique challenges — and emergencies can strike at any time. In this episode, April and Stephen discuss how ABA business owners can stay prepared, keep operations running smoothly, and protect both staff and clients when unexpected events occur. Key Topics Covered: Emergencies as a Solo ABA Business Owner Tips for managing critical tasks when you’re the only one in charge and an emergency hits. Continuity of Operations How to create a simple, actionable continuity plan that ensures your business continues to function during disruptions. Scaling and Staffing Challenges The importance of structuring your team correctly, including ensuring BCBAs are employees rather than contractors, and how high staff turnover can complicate emergency response. Delegation and Access Strategies for documenting responsibilities, giving employees decision-making authority, and ensuring access to critical systems. Emergency Procedures During Business Sale or Growth Why procedures can fall out of date during transitions and how to maintain readiness for any situation. Takeaways: Emergencies are inevitable, but preparation is within your control. Clear documentation, delegation, and structured systems make your ABA business resilient. Financial and operational clarity are key to surviving and thriving during unexpected events. Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 Resources 🎧 Podcast CEU’s: 👉 ABA Business Leaders Podcast CEU’s 🧾 Check your business readiness: 👉 ABA Business Readiness Assessment Learn more about MarginKeepers: Visit MarginKeepers

In this Back to Basics episode of the ABA Business Leaders Podcast, hosts Stephen and April Smith dive into one of the most overlooked parts of running an ABA business: professional boundaries. From saying “no” when needed to building time for self-care, they explore how boundaries aren’t just about protecting your time. They’re about protecting your ability to lead well and avoid burnout. Key Takeaways: Reflecting on Leadership When stepping into leadership, many ABA business owners forget to stop and think about what leading actually means. Stephen and April discuss how easy it is to wear every hat in the beginning, and how that can quickly lead to exhaustion if you don’t set limits early. Self-Care Isn’t Optional April shares her simple but powerful strategy for staying balanced: setting alarms to eat lunch, take breaks, and step away from the desk. These reminders keep you grounded and help prevent burnout. Leadership starts with taking care of yourself. Learning to Say No Saying “yes” to everything often leads to blurred boundaries and mental fatigue. April talks about her own experience with overcommitting and how learning to say “no” has helped her protect her time and stay focused on what truly matters. Managing Your Caseload Wisely Not all clients are the same. Stephen and April explain why it’s important to be mindful of both the number and type of clients you take on. Taking too much work, or too many high-need clients, can hurt your energy and the quality of care you provide. Recalibrating Your Role Starting an ABA business is hard work. April discusses how becoming an effective leader means shifting from being a great BCBA to being a great business owner. It’s a learning process that takes patience, reflection, and adaptability. Boundaries and the Helper Mindset Stephen points out that most BCBAs are natural helpers who want to take on as much as possible so people can get the support they need. But without boundaries, that good intention can lead to burnout. Setting limits keeps you sustainable and effective in the long run. Episode Summary: Boundaries are the framework that helps your ABA business grow in a healthy way. In this episode, Stephen and April share real experiences and insights on how to protect your time, energy, and leadership capacity by setting strong professional boundaries. 📞 Have a question for Stephen and April? Call the ABA Business Leaders Hotline: (737) 330-1432 📚 Resources & Links: 🧾 Business Essentials List 💼 Schedule a consultation with Stephen 🧠 Free ABA Business Readiness Assessment 💳 ABA Billing Tips Guide 🎧 ABA Business Leaders Podcast CEUs

In this episode of the ABA Business Leaders Podcast, hosts Stephen and April Smith get back to basics. They break down the key steps for setting up your ABA business the right way — from licensing and ownership rules to credit card strategies and company naming pitfalls. It’s a practical, down-to-earth conversation full of lessons learned and advice every ABA business owner should hear — whether you’re just starting out or getting ready to grow. Key Takeaways Get your licenses in order. Many ABA businesses need multiple permits depending on their services and state. Don’t skip this step — it can save you big headaches later. Check ownership laws. States like New York (and soon Illinois) require practices to be owned by licensed professionals. Always confirm with an advisor before registering your business. Pick a smart name. Your business name and professional email setup can shape first impressions and help you stand out. Use credit cards wisely. When insurance payments lag, a business credit card can help you smooth out cash flow. Plan for growth. As your business expands, your systems, policies, and even your insurance coverage need to evolve too. Document your changes. Keeping notes on what’s working and what’s not makes it easier to delegate and improve operations as you grow. Sponsored by Live Oak Bank This episode is sponsored by Live Oak Bank — the go-to financial partner for ABA providers. Live Oak offers flexible lending and specialized healthcare financing to help your business grow responsibly. 👉 Learn more here: https://3piesquared.com/business-affiliate/live-oak-bank Resources & Links 📋 The Essential List for a Successful Business Your checklist for building a strong ABA foundation: 👉 https://www.3piesquared.com/blog/the-essential-list-for-a-successful-business_24 🎧 ABA Business Leaders Podcast CEUs Earn CEUs while you learn: 👉 https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs 💼 ABA Business Readiness Assessment Find out if your ABA business is ready to scale: 👉 https://3piesquared.com/aba-business-readiness-assessment 💡 ABA Billing Tips Simple tips to keep your cash flow strong: 👉 https://3piesquared.com/productDetails/ABA_Billing_Tips 🗓 Book a Consultation with Stephen Smith Get expert advice for your ABA business: 👉 https://3piesquared.com/stephen-booking-page Want to Get in Touch? Have a question for Stephen and April? Call the ABA Business Leaders Hotline at (737) 330-1432 — they’d love to hear from you!

Description In this episode of the ABA Business Leaders Podcast, hosts Stephen and April Smith break down one of the most critical — and often misunderstood — parts of running an ABA business: billing. From choosing between in-house and outsourced billing to understanding payer contracts, they explore the practical steps that help your clinic stay compliant, efficient, and profitable. Stephen and April share hard-earned lessons about reading contracts carefully, negotiating rates, maintaining control over your billing process, and tracking denials to spot inefficiencies before they snowball. Whether you’re just getting started or looking to clean up your current systems, this episode will help you take a closer look at your billing practices and ensure your business’s financial health is as strong as your clinical outcomes. Key Takeaways Your billing setup isn’t permanent. You can start in-house and later outsource—or vice versa. What matters is choosing the system that best fits your growth stage. Always read your contracts. Never sign a payer agreement without understanding every clause, rate, and responsibility. Every business partner should be knowledgeable about what they’re agreeing to. Know your minimum rates. Rate negotiation might not happen in your first contract, but understanding what you can’t afford to accept is vital to staying sustainable. You can’t hand off full control. As April puts it, “Nobody will care about billing as much as you do.” Even if you delegate billing tasks, you need oversight and involvement to prevent problems. Track patterns and denials. Billing data tells a story—watching for repeated denials or errors helps you catch process issues before they become expensive. Clean billing builds value. When it comes time to sell your ABA business, well-organized, transparent billing records will give potential buyers confidence and increase your valuation. Sponsored by Silna This episode is sponsored by Silna, the first-ever Care Readiness Platform built specifically for ABA. Silna automates prior authorizations, benefit checks, and insurance monitoring to ensure your patients are financially cleared for care before sessions begin. Operating in 45+ states and serving over 50,000 patients, Silna helps ABA providers save thousands of hours by verifying eligibility, tracking expiring authorizations, and using AI to complete and submit all ABA-related authorization types. 👉 Learn more about how Silna can help you spend more time with patients and less time on paperwork: https://3piesquared.com/business-affiliate/silna Resources & Links Stay ahead with practical insights from the ABA Business Leaders Podcast: 👉 https://3piesquared.com/productDetails/ABA_Business_Leaders_Podcast_CEUs Wondering how to start an ABA business or how to know your ABA business is ready to scale? Take the free ABA Business Readiness Assessment: 👉 https://3piesquared.com/aba-business-readiness-assessment Need straightforward ABA billing tips to keep your cash flow healthy? Grab the quick guide here: 👉 https://3piesquared.com/productDetails/ABA_Billing_Tips