Practice Finance

Year-End Book Keeping Checklist for Therapists

Streamline year-end bookkeeping with our checklist for therapists. Manage invoices, set goals, and reflect on achievements with Owl Practice’s easy-to-use tools.

How to Create an Operating Budget for Your Private Practice

Learn how to create an operating budget for your private practice, including tips on managing revenue, expenses, and cash flow.

Mastering Margins: A Strategic Guide to Achieving Better Margins in Your Group Practice 

Carla Titus shared how she helps practice owners grow and manage the financial side of their business, and how you can as well.

Budget Building for Your Private Practice

One of the ways to actualize running your dream private practice is to build a budget that is sustainable. With a strong budget, you can continue to help clients without stressing about money.

Financial Wellness and Planning for Therapists in Private Practice

Financial planning doesn’t have to be a paid service and it also doesn’t need to be stressful. We’re sharing some financial tools for therapists in private practice, covering topics like money-saving strategies, how to set your practice up for success, and helpful resources.

Retirement Planning for Therapists in Private Practice – Tips and Considerations

When running a private practice, no one else is going to plan for your retirement but you. By having a plan — even decades before you’re ready to retire — can help set you up for a relaxing, enjoyable, and meaningful post-work life.

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