164: Financial Wellness w/ Eddie Valls from Wellness Fi

Would you rather read the transcript? Click here. Is it just me or is money coming up really strong for others over the last few months? It seems like money and our relationship to it has been a clear theme in a lot of my individual and group consulting meetings. I firmly believe that part of healing our relationship with money is demystifying it in the first place. As a bookkeeper and accountant, Eddie Valls is well-positioned to do just that. In today’s episode, we talk through the ins and outs of practice finance. Here are just a few topics that we cover: What is “proactive” tax planning?The difference between a tax entity and a legal entityCommon ways that mental health folks lose money on taxesHow to develop a strong tax foundation in your practice Cool Things Mentioned QuickbooksWave accounting softwareWellness FiYour Money or Your Life (affiliate link)I Will Teach You to Be Rich (affiliate link)Total Money Makeover (affiliate link) Featured Resource I am honored to partner with PAR for the next few months to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.   The Testing Psychologist podcast is approved for CEU’s! I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! About Eddie Vals A financial and accounting professional with a passion for working with small businesses in helping them to maximize their wealth. Being married to a therapist, it was a matter of time before he would channel his enthusiasm toward helping his wife’s peers in the wellness community. Background includes ~ Tax professional at the third-largest accounting firm in world ~ Financial auditor at fifth largest accounting firm ~ Small business and startup bookkeeper in Silicon Valley ~ Market analyst at a tiny firm in East Austin ~ Bachelors in Finance ~ Masters in Accountancy Currently resides in Austin where he splits his time between Wellness Fi and family. About Dr. Jeremy Sharp I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and grew to include nine licensed clinicians, three clinicians in training, and a full administrative staff. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents. As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids. Ready to grow your testing services? Click below to schedule a complimentary 30-minute pre-consulting call! Schedule Your Call