Not sure if you’re ready to hire a bookkeeper? Here are 5 signs your therapy practice could benefit from financial support—and how it can help you grow with less stress.

You don’t need to be an accountant to check in on your business numbers. Here are three quick financial metrics every therapist should review monthly—and how to do it in under 30 minutes.

Not sure if you should elect S Corp status? Here’s a grounded, straightforward guide to help therapists understand what it is, who it benefits, and whether it’s the right fit for your stage of business.

You don’t need a new year to start fresh. Here’s why catching up on your books in November (even just a little) can make tax season easier and your whole practice calmer.

Before the holidays hit, October is your chance to pause, reflect, and get your financial house in order. Here’s a calm and practical checklist for therapists to wrap the year well.

When a client disappears—but their invoice doesn’t—it creates stress and awkwardness. Here's how therapists can protect their income, set boundaries, and handle non-payment with confidence.

Doing your own bookkeeping as a therapist? Learn which tasks are okay to keep—and which ones to delegate so you can focus on your clients and protect your peace of mind.

Budgeting with inconsistent income is one of the biggest financial stressors for therapists. This post breaks down a calm, percentage-based system to help you plan ahead, pay yourself, and stop guessing.

Tax season has drawn to a close! Now is the time to delve into your business's past performance and plan a course for the future. Explore five essential actions, from evaluating financial metrics to refining tax strategies and setting pragmatic goals. With a clear-eyed assessment and strategic planning, you can fortify your business against uncertainty and navigate a path to enduring resilience. Let's dive into the numbers and chart a course forward together.

In short, 1099s are required by the IRS to double check numbers when people file their tax returns.

When you issue a 1099 to an individual or a company, a copy goes to that person (the recipient), a copy goes to the IRS, and a copy goes to the state. So, if the recipient of a 1099 tries to understate their taxable income by excluding any income from their tax return, the IRS has a way to notice they are doing that.

Keeping all your receipts organized and in one place can help you track your expenses, save money on taxes, and make your accountant very happy!

Next time you think about tossing a receipt in the trash or put it in some drawer somewhere, remember that receipt is a very important piece of financial information.