Private Practice Financial Fundamentals

Configure billing, insurance, superbills, and payment processing the right way from day one. Stop losing money to setup mistakes.

• SimplePractice billing configuration walkthrough
• Insurance billing vs. private pay: setting up both
• Superbill templates that actually get reimbursed
• Payment processing: fees, timing, and reconciliation

Quarterly estimates, deductions you're missing, and when to make the S-Corp election. Taught by an actual CPA who works with therapists.

• Self-employment tax: what it is and how to plan for it
• Quarterly estimated taxes: when, how much, and how to pay
• Deductions most therapists miss (home office, CEUs, mileage)
• The S-Corp election: when it saves money and when it doesn't

Sole prop vs. LLC vs. PLLC vs. S-Corp. Which one protects you, which one saves you money, and how to actually set it up.

• Business entities explained: sole prop, LLC, PLLC, S-Corp
• Liability protection: what actually protects your personal assets
• Tax implications of each entity type (with real numbers)
• How to form your entity: state-by-state basics

How to set rates that sustain your practice, with real numbers and the math behind them. Stop undercharging.

• The real cost of running a session (it's more than your time)
• Setting your private pay rate: the formula
• Insurance reimbursement rates: what to expect and negotiate
• Sliding scale done right: sustainable for you, accessible for clients

Workflows for intake, billing, insurance claims, and end-of-year that don't eat your evenings. Build once, use forever.

• Intake workflow: from inquiry to first session
• Weekly billing routine: 15 minutes that save hours
• Insurance claims tracking: never lose a reimbursement
• End-of-year checklist: 1099s, deductions, and prep for tax season