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When the Market Feels Shaky: What Practice Owners Need to Know About Economic Uncertainty
If you’ve been watching the headlines lately, you’ve probably seen the news about new tariff announcements and the resulting turbulence...


Thinking About Selling Your Private Practice?
Here’s What You Need to Know! As a private practice owner, you’ve probably invested a lot of time, energy, and passion into building your...


Planning Your Hiring Strategy for the Future
Hiring is one of the most critical decisions you make as a practice owner. It’s not just about filling open spots on your team—it’s about...

Why Therapists Choose you over Solo Practice
The barriers to starting a solo practice have never been lower. With a few clicks, a therapist can set up a website, join a telehealth...


Embracing Profit First as a New Practice Owner: A Step-by-Step Guide
Starting a solo therapy practice is an exciting and rewarding journey. But in the early stages, it’s not uncommon to feel like your...


The Hidden Danger of a Growing Practice: Lifestyle Creep
Owning a thriving private practice is an incredible achievement! As your hard work pays off and the practice becomes more profitable,...


Independent Contractor or Employee? What You Need to Know in Private Practice
Hiring is one of the most exciting (and nerve-wracking) parts of growing a private practice. It’s your chance to bring in amazing new...


The Therapist’s Guide to Tax Deductions: Maximize Your Savings in 2025!
The Therapist’s Guide to Tax Deductions: Whether you’re just getting familiar with the concept of tax deductions or looking for those hidden


What counts as a "business meal?"
You’re out to lunch with a friend who snags the bill, slips her business AmEx into the check-holder and boldly states, “It’s on the...


Why It's So Important to Ask Tough Questions About Financial Advice
A recent Washington Post article has me fired up. The article highlighted how insurance lobbyists have managed to block new rules that...


How to Transition From Employee to Solo Practitioner
Since the pandemic, it’s been easier than ever for therapists to hang their shingle and start their own private practice. At GreenOak...


Starting Your Own Therapy Practice? Here's How to Get Your Finances Right!
Starting a private practice is an incredible journey filled with both excitement and challenges. At GreenOak Accounting, we've seen...


Don't Let Your Business Happen TO You!
There are two things that a business owner MUST grasp to meaningfully participate in their business decisions


Preparing to Exit Your Practice: What You Need to Know
At some point, nearly every practice owner considers the prospect of exiting their practice. Whether you're looking forward to...


Beyond the Dream: the Realities of Writing and Self-Publishing a Book
As we celebrate the first anniversary of my book's release, I'm thrilled to take you behind the scenes of the self-publishing journey...


Tackling a financial emergency in your practice
I've heard from many practice owners that they are worried about making payroll next week . Many of our accounting clients are in a...


Financial Professionals - What you Need to Know!
As a business owner, I’m sure you’ve heard the titles of different financial professionals from the first day you opened your doors, but...


What is “reasonable” Reasonable Compensation?
If you’ve ever interacted with a toddler, or a teenager, or anyone with extreme opinions, you probably know that ‘reasonable’ isn’t a...

1099s in 90 seconds!
Need a speedy refresher on 1099s? Look no further! Quick Facts: Forms 1099 must be issued by January 31st (and filed with the IRS too!)...


So It’s Year End Already??!
A couple blog posts ago, I discussed the things that you could do to start preparing for year end. Things like gathering all relevant...
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