The Monthly Business Check In That Prevents Burnout (Return+ Preview)

EP: 117The Monthly Business Review Every Therapist Should Be DoingRunning a private practice (or any healing business) isn’t just about serving your clients, it’s about sustaining YOU the person at the helm of the business wheel. In this episode, I’m sharing one of the most impactful founder habits I’ve built into my own business: a monthly business retro.Think of it as a compassionate business review where you look beyond revenue and ask:Is my business actually supporting me?Am I paying myself appropriately?What gave me energy this month?What’s quietly draining my capacity?Am I focusing on the right projects?Inspired by both my corporate background and the business advisory work I do today, I’ve created a monthly review process that combines financial clarity, quarterly goal tracking, energetic capacity, and reflective decision-making into one simple system.Because the truth is:A profitable business isn’t just about making more money.It’s about making better decisions.In this episode we discuss:Why every therapist, coach, and healer should conduct a monthly business reviewHow to review your revenue, expenses, and profit without overwhelmThe Profit First framework I use to pay myself consistentlyTracking quarterly goals without getting distracted by shiny objectsWhy energetic capacity deserves as much attention as your financesHow to identify hidden energy leaks in your businessThe questions I ask myself every month before making business decisionsCreating a sustainable business that works with your nervous system—not against itWant the full Monthly Business Retro?https://partsandpurpose.substack.com/p/the-monthly-business-check-in-that (Listen here!)This public episode is just the introduction.Inside Return+, you’ll find the complete workshop where I walk you through my entire Monthly Business Retro template step-by-step.You’ll also receive:✨ My complete Monthly Business Retro template✨ Monthly co-working retro sessions inside the Return+ community✨ A supportive space to reflect, plan, and build your business alongside other thoughtful healersYou can start with a free trial and join us for the next retro.Listen to the full episode here: https://partsandpurpose.substack.com/p/the-monthly-business-check-in-thatResources MentionedProfit First episodeQuarterly Goal Setting episodePower Move IntensiveEmily SandersConnect with CaitlanWebsite: https://www.caitlansiegenthaler.comInstagram: https://www.instagram.com/caitlansiegenthalerSubstack & Return+: https://caitlansiegenthaler.substack.comIf this episode helped you think differently about your business, I’d love if you’d subscribe, leave a review, or share it with another therapist or healer who’s building a business that feels as good as the work they do.Support the showProduced by Caitlan SiegenthalerCover Art by Kiara OparaIf you enjoyed this episode, share it with a friend, post it to your Instagram stories, and tag me. And if you really loved it, the best thank-you is a written review on Apple Podcasts or a comment on Spotify. That is a beautiful energetic exchange for Caitlan creating the show.