When I first started my accounting practice, I took on just about anyone who needed a tax return. But year after year, I watched people repeat the same mistakes and miss simple opportunities—and it felt like the work didn’t matter.

That changed when I started emphasizing planning. One of my first clients was a private practice therapist, and in our first year working together, we found over $10,000 in tax savings. The following year, it was closer to $15,000. Watching him use that money to knock down his student loan balance instead of sending it to the IRS was truly rewarding. Now I’m on a mission to make that type of result easier for more therapists to achieve. 

I realized then that many great therapists are naturally focused on people, not numbers—and they shouldn’t have to figure out the financial side of their business alone. Now I’m on a mission to make similar financial transformations easier for more therapists to achieve.

When I first started my accounting practice, I took on just about anyone who needed a tax return. But year after year, I watched people repeat the same mistakes and miss simple opportunities—and it felt like the work didn’t matter.

That changed when I started emphasizing planning. One of my first clients was a private practice therapist, and in our first year working together, we found over $10,000 in tax savings. The following year, it was closer to $15,000. Watching him use that money to knock down his student loan balance instead of sending it to the IRS was truly rewarding. Now I’m on a mission to make that type of result easier for more therapists to achieve. 

I realized then that many great therapists are naturally focused on people, not numbers—and they shouldn’t have to figure out the financial side of their business alone. Now I’m on a mission to make similar financial transformations easier for more therapists to achieve.

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