Beyond Tax Season: Mastering Private Practice Finances

When most therapists think about money, they think about tax time. But your numbers tell a much bigger story and learning how to read them can give you confidence, clarity, and peace of mind all year long. In this episode of The Build Your Private Practice Podcast, I'm joined by Fractional CFO, CPA, and educator Jami Monte, founder of Chillbooks, to explore the simple systems that help solopreneurs take control of their finances. We talk about financial rituals, common bookkeeping mistakes, and how to use QuickBooks without the overwhelm. Plus, Jami shares her free Solopreneur Write-Off Guide to help you save money and keep more of what you earn.    Links & Resources: Free Solopreneur Write-Off Guide: https://pages.jamimonte.com/writeoff Learn more about Chillbooks: https://jamimonte.com/chillbooks/ Get support for your practice: https://buildyourprivatepractice.ca