Resources
A better banking experience without the extra fees
Using Relay will actually make you smile! It’s so easy and fast to open new accounts with them. They’re also the official bank for Profit First, so it’s easy to open new accounts and set up automatic transfers.
They have excellent customer services, connects with your accounting software, allows you to send ACH payments for free, and to securely add team members. This is the bank** I use for my business and the only bank I recommend to my clients.
Check out their page here, and use my referral link to open your first account in less than 10 minutes. Really!
Free LCB Resources to Support Your Business Success!
I believe in empowering business owners with the tools they need to succeed. That’s why I’m offering two free resources to help you stay in control of your finances.
You can download "9 Ways to Avoid Surprise Tax Bills" for practical strategies to manage your expenses and avoid unexpected costs.
Plus, my "Bookkeeping Checklist" provides a clear breakdown of key bookkeeping tasks to keep your finances organized and on track.
A dashboard built for group practices
PracticeVital is an automated dashboard specifically designed to help group therapy practices track and interpret their data.
It connects to your EHR, it’s secure and HIPAA compliant.
You can easily obtain metrics and reports based on clinician, months, cancel rates, retention rates, and more.
Check out the video to learn more about what you can do, and using my referral code, you get $30 off when you sign up.
Referral code: PV-AndreaR5060
When I met Tal, CEO of Berries, I knew this was something that my clients would really appreciate. I learned about their mission, and how thousands of therapists are using their service to turn their sessions into notes almost instantly. This is why I decided to partner with them to extend an offer of 50% the first month to everyone who signs up with my coupon code: andrea50
Learn more about Berries and how it can improve your documentation process for your solo or group practice with the link below.
My favorite EHR
SimplePractice has everything you need to run your practice—from booking and scheduling to insurance and client billing.
I always recommend to use your EHR to run your payments too. It will minimize your admin load and will keep your client names separate from your accounting records.
Use my link to sign up and you’ll receive an extended 60-days free trial (vs signing up from their website).
Taxes for new business owners
Lisa Niser’s tax course for new business owners is exactly what you need to get your basics covered.
Honeybook
Looking for a CRM (not for therapy clients) that will help you track your sales pipeline, sign contracts, invoice clients, and book consulting calls? I use Honeybook for my business and it’s made the whole process much easier for me and my clients.
Sign up with this link and get 25% off for ONE YEAR!
Heads up, I receive a commission if you purchase with some of the links on this page.
***Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank, Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.