Bio
I specialize in working with mental health therapy practices so I am deeply familiar with the unique patient privacy regulations and challenges that these clients experience around their finances.
As a guest speaker or podcast guest, one of my favorite things to do is educate and help practice owners improve their financial and bookkeeping systems, so they can become even better with their money skills.
I’ll help your listeners and audience simplify their bookkeeping, create better financial reports in Quickbooks Online, assess their financial systems components, and connect those numbers to their real life, because after all… they keep people at the center, not profit.
Featured On
Topics for Discussion
"Rebuilding Your Relationship with Money as a Therapist"
A conversation about how therapists can shift from avoidance or stress around finances to a more empowered, clear, and values-aligned approach—without needing to become financial experts.
"Profit Isn't a Bad Word: A Kinder, Clearer Way to Look at Practice Money"
Why so many therapists resist the word “profit,” how the Profit First method can help reframe it, and practical steps for paying yourself without guilt.
"What Bookkeeping Actually Looks Like When It’s Built for Therapists"
A down-to-earth look at how bookkeeping, reporting, and financial systems can feel supportive instead of overwhelming—especially when done in collaboration with someone who understands the therapy world.
Examples of podcast interviews and webinars
HEARD Webinar
How to build financial systems for your therapy practice
Her Dinero Matters Podcast
Getting Those Business Finances Organized Will Change Your Life!
Interview with Blake Oliver
How to deepen your personal connection with clients using Loom.