In this episode, Patrick is joined by special guest Julie Herres, CEO of GreenOak Accounting, specifically designed for therapists and counselors in private practice. They talk about some of the big questions and concerns that private practice owners face with taxes, finances, and ensuring that they see a profit at the end of the year.You may have been told you don’t become a therapist to make money, but setting up your business to earn it is an important part of sustaining yourself so that you can help others.Some Key Takeaways:Financial Insecurity in Private Practice: Many therapists and counselors struggle with feeling guilty about making money in the mental health field, which can lead to undercharging for services and not paying themselves a fair wage. This episode addresses the importance of therapists being able to make a good living and feel comfortable with their finances, offering practical tips and advice on aligning business revenue with personal financial needs.Lack of Financial Knowledge: Private practice owners may feel overwhelmed by the complexities of managing their finances, including filing taxes and making important financial decisions for their practice. The podcast episode discusses the significance of working with a professional team, such as a tax professional, to prevent costly mistakes and ensure the sustainability of the business.Pricing and Fee Setting Challenges: Many practice owners may struggle with determining their rates and setting fees for services due to comparing themselves to others or feeling pressured to conform to standard market rates. This episode advocates for setting rates based on individual financial needs and lifestyle goals, emphasizing the importance of staying true to oneself and making business decisions that align with personal goals.More about Julie:Julie Herres is the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States. Over the years, Julie and her team have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices. Some of the firm’s biggest success stories were achieved through implementing Profit First.Julie is an accountant and an enrolled agent (EA). She is also a speaker, author of Profit First for Therapists, and the host of the Therapy for Your Money podcast. Check out Julie's new course on hiring clinicians, where she shares all of her knowledge on evaluating what you can afford, as well as includes templates and calculators. greenoakaccounting.com/compensationFind Julie on social media using: @julie.herres and @greenoakacct or check out her Facebook: facebook.com/greenoakacct Join the free Profit First for Therapists FB group: facebook.com/groups/1274972945933485Julie, an accountant and enrolled agent, is the author of "Profit First For Therapists" greenoakaccounting.com/compensation-strategies–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

Marketing expert Ryan Schwartz and host Patrick Casale discuss the importance of authenticity and language in therapist marketing to build meaningful client relationships. They address imposter syndrome, showcasing personality in profiles, and connecting with clients through relatable content to create successful private practices.

Certified financial planner Ryan Derousseau joins the podcast to discuss retirement planning for private practitioners and therapists, emphasizing the importance of starting small with investments, selecting the right financial advisor, and diversifying income streams. Key themes include taking small steps towards financial security, understanding financial advisor compensation, and building assets beyond practice income.

I was diagnosed as Autistic at 35 years old. Adult Autism Diagnosis is becoming increasingly more common as we learn more about it and have more advocacy and awareness around it.Adult Autism Diagnosis — How many of us have been overlooked, misunderstood, and searching for lifelong answers?Dr. Megan Neff and I speak about our own experiences as autistic people and therapists, and how to build lives that work for us. We are hoping that people listening are able to feel validation, support, and acceptance.Some of the things that we talk about:Special Interests (my Garfield and beanie baby collection)Our own experiences as autistic adults, mental health therapists, and entrepreneursOur own "ah-ha" momentsMisdiagnosis and underdiagnosisLiberation and Grief behind diagnosis and understanding"I'm around people I love but I just can't take it in.""I can't enjoy things that are supposed to be enjoyable." – MeganThe paradox of masking — liberation vs. torturous exhaustionAbout Megan:Dr. Megan Anna Neff has a doctorate in clinical psychology and is currently a psychology resident in private practice where she specializes in working with neurodivergent adults and provides neurodivergent affirming assessments. They are a parent to two neurodivergent children and in an inter-neuro partnership. She is a late-in-life diagnosed autistic-ADHDer who is passionate about educating the mental health field on non-stereotypical presentations of autism and ADHD. Neff has co-authored two books, published in several peer-reviewed psychological journals and serves as a peer-reviewer for APA journals. She has a passion for research and for translating research into visualizations. You can also find their work on Instagram (@Neurodivergent_Insights) where they turn peer-reviewed academic articles into visual pixels one post at a time.Website: neurodivergentinsights.com–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.Mentioned in this episode:The Receptionist for iPadI want to thank The Receptionist for iPad for sponsoring this episode. From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking. Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.

Private Practice Startup fears are real, but have you thought that you were peeing your pants during your sessions?In this hilarious but very real episode, I talk with Jeff Guenther, the owner and founder of Therapy Den and a TikTok influencer, about the very real fears that exist when starting your private practice.I talk about my own fears of leaving my agency job, including the infamous question: "Will people ever call me, and am I qualified enough to help people?" AKA Impostor Syndrome...Jeff talks about starting his private practice in Portland Oregon, marketing via Craigslist and hanging flyers on telephone poles, and considering quitting the career in mental health therapy due to the stressors.We talk about:Startup Fears and how normal they areJeff's very real fears of "phantom peeing himself" during therapy sessions My fears and imposter syndrome when taking the leap to leave my agency jobHow to work through the fear and anxiety, and learn to trust your instincts and skillsMore about Jeff:Jeff Guenther, LPC, is a therapist in Portland, OR. He has been in private practice since 2005 and currently leads workshops on how health and wellness practitioners can build their digital brand and attract more clients online. Jeff is the creator and owner of two highly-ranked therapist directory sites, Portland Therapy Center and TherapyDen.Check out Jeff's Website & Join the TherapyDen Directory: Therapyden.com–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.Mentioned in this episode:The Receptionist for iPadI want to thank The Receptionist for iPad for sponsoring this episode. From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking. Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.

In one of the most helpful episodes I've ever recorded, Jennie Schottmiller and I discuss "All Things Taxes and Accounting."If you need EASY-to-make-sense-of tax advice or want to listen to Jennie Schottmiller and I go down our own ADHD rabbit holes, this episode is for you!Jennie and I talk about...Small business startup FAQsAccounting 101Very common accounting errorsHow to ask for tax help without feeling ashamedTangible steps you can take starting today to make your business run smoothlyBusiness Startup 101Jennie gives out tons of FREE tax advice and even makes talking about accounting FUN.Once you realize that accounting is just numbers on pieces of paper, it's a lot easier to feel less intimidated by them. Putting your systems in place helps make your business and your life run a lot more smoothly.Jennie is an accountant and mental health therapist, basically making her a unicorn in the field. She runs one of the most helpful FB groups around, "Simple Profit For Mental Health Clinicians."More About Jennie:Jennie Schottmiller is a licensed marriage and family therapist (LMFT) and licensed Certified Public Accountant (CPA) in Pennsylvania. In 2007, Jennie left accounting to focus on health and family. She became a marriage and family therapist in 2010. Soon after opening her private therapy practice, Jennie realized that many of her peers struggled with accounting, tax, budgeting, and cash management. In addition to her clinical practice, she now runs Simple Profit offering free resources as well as a membership to provide education and support in managing business tasks. Connect with Jennie Schottmiller at: https://www.simpleprofit.com–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.Mentioned in this episode:The Receptionist for iPadI want to thank The Receptionist for iPad for sponsoring this episode. From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking. Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.

Founders of The Therapist Network and Co-Hosts of 'Am I A Bad Therapist' podcast, Kathryn Esquer and Allie Joy, discuss the importance of boundaries in business and personal life, building sustainable success through consistency and intentionality, and overcoming doubt as mental health professionals and entrepreneurs.

In this episode, I talk with Jessica Crunkleton, an LMFT, LCPC, CADAC 2 & EMDR Trainer, about navigating intersectionality and identity in the mental health space.Jessica shares her thoughts about growing up as an ADHD-diagnosed black child and how it impacted her views as an adult, and says, "Who am I? What am I? And there was a whole journey with that and trying to figure out who I am and how I show up in the world, and I feel like I've gotten to that place, but it's really hard."3 key themes in this episode:Feeling misunderstood or mislabeled due to neurodivergence: We address the challenges and misconceptions faced by neurodivergent people, especially in communities of color, as well as emphasize the importance of advocating for underrepresented voices.Imposter syndrome: If you have struggled with imposter syndrome, especially individuals of color, you may resonate with Jessica's journey in overcoming imposter syndrome and societal expectations. We talk about the roots of imposter syndrome and encourage individuals to embrace their unique perspectives and backgrounds, ultimately reaffirming their qualifications and expertise.Balancing multiple marginalized identities: The episode delves into Jessica's experience of being multiply marginalized as a black woman who is also neurodivergent, navigating her Christian background and sexuality, and shares the struggles in her journey of self-acceptance and finding her place, both professionally and personally. More about Jessica:Jessica Crunkleton is the owner of Jessica Crunkleton LLC, a private practice located in O’Fallon, IL (Greater St. Louis, MO region). She is a Licensed Marriage & Family Therapist, a Licensed Clinical Professional Counselor, a Licensed Professional Counselor, a Licensed Mental Health Counselor, a Certified Alcohol & Drug Abuse Counselor Level II (CADAC II), a Sandtray Therapist, an EAP Therapist, & an Adverse Childhood Experiences (ACE) Master Education Trainer. Jessica is also an Area Clinician with the Drug Enforcement Administration (DEA). She is licensed to practice in Indiana, Illinois, & Missouri. Jessica is an EMDRIA Approved Consultant, an EMDR Trainer in Training, & a Certified EMDR Therapist. In addition, she’s trained in Critical Incident Stress Management (CISM), Psychological First Aid, & Mental Health First Aid.Jessica provides training for clinicians & other First Responders in the Critical Incident Desensitization (CID) Protocol & the Acute Traumatic Incident (A-TIP) Protocol. She has been in the Mental Health field for over a decade. Jessica is also passionate about working with groups that have experienced marginalization including BIPOC & LGBTQIA+. Due to her unique clinical background specializing in Family Systems, Mental Health Counseling, Addiction, EMDR, Sandtray Therapy, & Cultural Competency etc., Jessica can assess presenting problems from multiple theoretical viewpoints at the same time. She utilizes an integrated systems approach. Jessica can effectively assess, evaluate, diagnose, & treat children, teens, & adults, couples, families, & groups. In addition, she provides virtual case consultation for over 100 Mental Health Professionals located across the United States & Canada every week. Jessica specializes in trauma-informed, attachment-based therapy for kids, teens, adults, couples, families, & groups. She has worked in a variety of treatment settings including outpatient, EAP, IOP, PHP, school, home, church, acute, residential, & correctional. She also has experience working with children & families involved with the Department of Child Services (DCS), Juvenile Probation, & providing Expert Court Witness Testimony for the Court System. Jessica enjoys writing & speaking about Mental Health related topics to educate the public & reduce stigma.LinkedIn: jessicacrunkletonJessica's Psychology Today YouTube: @jessicacrunkletonlmftlcpcl4633Jessica's EMDR InformationTikTok: @resourcequeen1913Instagram: @resourcequeen1913Book an appointment with Jessica.–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.Mentioned in this episode:The Receptionist for iPadI want to thank The Receptionist for iPad for sponsoring this episode. From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking. Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.

Expanding your Private Practice into multiple states can feel tricky to navigate. How do you market to new audiences? How do you navigate the different tax and business laws? How do you attract new staff, especially if you're not physically present?During this episode, Candace Morey and I talk about all of this and more, so that you can confidently grow your practices and expand your vision.3 Key Takeaways:Hiring the Right Fit: Candace emphasizes the importance of evaluating both candidates and the practice during the interview process to ensure a good working relationship.Flexibility and Creativity in Business Expansion: We discussed the logistics of expanding into new states, overcoming regulatory roadblocks, and thinking outside the box to navigate challenges encountered in business expansion. Being creative and flexible is key to success.Prioritizing People Over Profit: Candace and I agree that creating a positive work environment and supporting employees' aspirations and needs is crucial. By focusing on transparency, authenticity, and prioritizing people over profit, we attract and retain top talent for our practices.A Note From Candace:I’m Candace and I like to keep it real.I’ve worked tons of different jobs in several industries and have seen firsthand the commonalities of burned-out employees—myself included. Researching burnout and bearing witness to broken systems, it was a simple conclusion that continuing to participate in this field wouldn't be sustainable at this pace and in these environments. Increasing personal flexibility in my life while improving the lives of community members were driving factors in creating 413 Theraworks. Downshifting from overdrive took some time, but once I hit my stride, it became my mission to offer this opportunity to other providers in my field. Building a space for other therapists to actually want to show up and do this incredibly hard work every day with compassion, laughs, and sometimes tears are what keeps me going. Ensuring 413 Theraworks employees continued to feel valued, heard, safe, and supported is my priority.You can also find me teaching others how to talk about hard things, confront limiting beliefs head-on, and show up authentically across all roles in business and life.I’m board-certified as a licensed mental health counselor in the Commonwealth of Massachusetts and a licensed clinical mental health counselor in the state of Vermont.Candace's Website: 413theraworks.com–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.Mentioned in this episode:The Receptionist for iPadI want to thank The Receptionist for iPad for sponsoring this episode. From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking. Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.

Imagine working at a group practice that treated you so poorly that you decided to quit, and take a job at Rikers Island.During this episode of the All Things Private Practice Podcast, I talk with Tracy Vadakumchery, A.K.A. The Bad Indian Therapist.Tracy shares their story about working in Rikers during COVID and starting a private practice to prioritize her own mental health.We talk about the struggles of a South Asian therapist trying to create a thriving practice, without any small business knowledge. We talk about cultural differences and expectations, and how to prioritize your own needs. "It's not selfish to charge for services—it's necessary," says Tracy Vadakumchery.Tracy understands that the financial challenges of being a small business owner can be tough. But she reframes the idea of charging fees as necessary, not selfish or greedy. This allows her to offer free resources and affordable services to those who can't afford her fee.More about Tracy:Tracy Vadakumchery is a licensed psychotherapist and business owner of The Bad Indian Therapist. She helps South Asian Americans overcome unhealthy guilt and shame and embrace authenticity. She is trained in Eye Movement Desensitization and Reprocessing (EMDR) to support clients with healing from cultural trauma. She sees clients in person in New York and virtually in California and Florida.Tracy hosts GROUP SUP, which is clinical group supervision for South Asian American therapists across the country. You can go to thebadindiantherapist.com/my-services to schedule a free intro call. Tracy also offers a FREE course called "Detoxify Your Guilt."Tracy's Website: thebadindiantherapist.com–––––––––––––––––––––––––––––––––––––––––––––––––––––––––🎙️Listen to more episodes of the All Things Private Practice Podcast🎙️Spotify🎙️Apple🎙️YouTube Music▶️ YouTube✈️ Learn about Retreats🗨️ Join the free Empowered Escape FB Community🗨️ Join the free All Things Private Practice FB Community–––––––––––––––––––––––––––––––––––––––––––––––––––––––––Thanks to Our Sponsors: The Receptionist for iPad✨ The Receptionist for iPad:I want to thank The Receptionist for iPad for sponsoring this episode.The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.Mentioned in this episode:The Receptionist for iPadI want to thank The Receptionist for iPad for sponsoring this episode. From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking. Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.