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
Building financial systems for therapy practice owners (webinar or podcast)
Tackling Business Fears with Better Bookkeeping (webinar)
Assessing and tweaking your financial systems (workshop)
Creating better reports in Quickbooks Online (workshop)
How to differentiate the bookkeeping process of your consulting or coaching business from your therapy revenue.
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.