Running a Mental Health Practice is Rewarding—But the Finances Can Feel Overwhelming

Between client sessions, paperwork, and growing your practice, managing finances often takes a backseat. When taxes slip through the cracks, it can lead to stress, confusion, and costly mistakes.

Struggling With Any of These Tax Headaches?

✔ Quarterly Taxes Got You Overwhelmed?
Without a clear plan, budgeting for quarterly payments can be stressful. Missing them leads to penalties and extra fees, draining your hard-earned income.

✔ Confused About How Much to Pay Yourself?
Paying yourself incorrectly can trigger IRS scrutiny or create financial instability in your business and personal finances.

✔ Not Sure What Expenses You Can Deduct?
You could be overpaying on taxes simply because you don’t know which deductions apply to you—leaving less money for your practice and future goals.

✔ Struggling to Stay Compliant and Manage Cash Flow?
Disorganized finances make tax season a nightmare. Errors, fines, and last-minute scrambling take time away from what matters most—serving your clients.

There’s a Better Way

Business Basics 101: Tax Essentials for Mental Health Practice Owners is designed to help you take control of your finances and eliminate tax stress.

Whether you’re just starting out or have been in practice for years, this course will give you the strategies you need to reduce stress, avoid penalties, and save money—so you can focus on running your practice with confidence.

What’s Inside the Course?

This course isn’t just about learning—it’s about taking action with proven systems and tools to help you stay organized, save money, and reduce financial stress in your practice. Here’s how:

✔ Clear, Practical Training on the four key areas every mental health practice owner needs to master—quarterly taxes, paying yourself correctly, maximizing deductions, and staying compliant. The lessons break down complex financial topics into simple, easy-to-follow steps, so you can apply them to your practice right away.

✔ Simple, Actionable Exercises that guide you through key financial tasks—such as setting up a bookkeeping system, tracking your deductions properly, and planning for quarterly tax payments. These exercises help you build strong financial habits that will serve you long-term.

✔ Helpful Resources to Keep You Organized:

• Business Financial Workbook – A powerful tool to help you track your income, expenses, business mileage, and home office deductions. Whether you use accounting software or not, this workbook ensures you don’t miss important details.
• Summary Checklists – Step-by-step checklists to simplify your tax preparation, quarterly tax planning, and financial organization.
• Downloadable Templates – Ready-to-use templates for income tracking, expense management, and deduction planning, so you can save time and stay on top of your finances.

✔ Long-Term Strategies for Financial Success – Learn how to create systems that keep your practice financially stable year after year. Whether it’s setting up automated tracking for expenses, keeping up with tax deadlines, or planning for business growth, this course gives you the tools to stay in control.

Course Modules:

📌 Master Quarterly Taxes – Learn exactly when and how to pay quarterly taxes so you can avoid penalties and plan ahead with confidence.

📌 Pay Yourself Correctly – Understand the best way to take income from your practice, whether you’re a sole proprietor, LLC, or S-Corp.

📌 Unlock Overlooked Tax Write-offs – Learn how to track and claim deductions like home office expenses, mileage, and professional fees to save money.

📌 Simplify Tax Compliance – Set up an organized bookkeeping system, manage cash flow, and stay prepared for tax season without the stress.

Plus, These Exclusive Bonus Courses!

🎥 Live Workshop Replay: Business Basics 101 – Getting Ready for Tax Season Edition

Gain access to the live version of this course, where I walk through my 4-Step Framework for getting ready for tax season, in real-time, focusing on how to prepare your practice for tax season with confidence.

This session includes Q&A, real-world examples, and strategies tailored to help you stay compliant and maximize tax savings.

💡 Business Startup Basics

Learn how to choose the right business structure, set up bookkeeping, and understand your tax obligations from day one.

💡 Expanding Your Practice Without IRS Red Flags

Discover how to classify staff correctly, pay yourself properly, and avoid costly IRS penalties as you grow.

Take Control of Your Financial Future

Running a mental health practice is challenging enough—don’t let tax season add to the stress.

Business Basics 101 will give you the tools you need to simplify taxes, maximize savings, and stay in control so you can focus on what you do best: helping your clients.

💰 Flexible Payment Plans Available! Investing in this course is a small fraction of what extensive IRS penalties, late fees, and missed deductions could cost you. Plus, it’s a fully deductible business expense—meaning you can write it off when you file your taxes.

✅ Enroll today and get instant access to everything you need for a stress-free tax season!