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Do you get overwhelmed at tax time or find yourself digging through faded receipts that you intended to keep track of month-to-month? Self-proclaimed accounting nerd and CEO of Heard, Andrew Riesen joins me to help therapists master their finances! Whether you're a seasoned therapist or just starting out, we've got the financial considerations, mistakes, and mindset shifts you need to know.
Highlights
The most common financial mistakes made by therapists and how to avoid them
Navigating separate bank accounts
When to use software solutions and when to outsource your bookkeeping
The impact of money mindset
How to reframe your finances to live a balanced and healthy life as a therapist
Andrew Riesen is a mission-driven entrepreneur, financial accountant, and CEO of Heard, the financial back-office for therapists in private practice. Prior to Heard, Andrew worked at PWC, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium-sized businesses. When not supporting mental health professionals in private practice, Andrew can be found exploring the nooks and crannies of the Pacific Northwest trail-running, cycling, or snowboarding, or at home with his nose in a book or journal.
Resources
Heard: Bookkeeping and Taxes for Therapists
Connect
Linkedin @andrewriesen
Dr. Tamara Soles
Instagram @drtamarasoles
Twitter @drtamarasoles
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Dr. Tamara Soles is approved by the American Psychological Association and the Canadian Psychological Association to offer continuing education for psychologists. Dr. Tamara Soles maintains responsibility for the program. Verify with your State or Provincial governing body to ensure APA and CPA-approved activities are eligible
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