DiscoverThe Build Your Private Practice PodcastBeyond Tax Season: Mastering Private Practice Finances
Beyond Tax Season: Mastering Private Practice Finances

Beyond Tax Season: Mastering Private Practice Finances

Update: 2025-12-01
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When most therapists think about money, they think about tax time. But your numbers tell a much bigger story and learning how to read them can give you confidence, clarity, and peace of mind all year long.

In this episode of The Build Your Private Practice Podcast, I'm joined by Fractional CFO, CPA, and educator Jami Monte, founder of Chillbooks, to explore the simple systems that help solopreneurs take control of their finances.

We talk about financial rituals, common bookkeeping mistakes, and how to use QuickBooks without the overwhelm. Plus, Jami shares her free Solopreneur Write-Off Guide to help you save money and keep more of what you earn. 

 

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Beyond Tax Season: Mastering Private Practice Finances

Beyond Tax Season: Mastering Private Practice Finances

Liane Wood