Members Only Event
Description
Most therapists and counselors didn't go into their field to manage finances. Yet running a practice requires understanding the numbers that keep your business healthy. This workshop simplifies financial management for practice owners who don't consider themselves "numbers people." You'll learn what financial data actually matters for your practice, how to set up systems that work, what it means to truly get paid for your work, and why neglecting these fundamentals costs you in the long run. By the end, you'll know exactly what to track and why it matters to your bottom line.
Learning Objectives
By the end of this workshop, participants will be able to:
- Identify the key financial metrics and data points that matter most for their practice
- Understand the difference between bookkeeping and accounting and why both matter
- Recognize the hidden costs of not getting paid properly (insurance delays, uncollected invoices, underpricing)
- Create a realistic revenue plan based on their practice capacity and pricing
- Understand how neglecting financial management impacts cash flow, profitability, and business sustainability
- Implement simple tracking systems to stay on top of their numbers without overwhelm
Presenter Bio
Carla Titus is a finance expert with over 18 years of combined corporate financial planning, analysis, strategy, and online businesses experience. She provides fractional CFO services and financial consulting to practice owners looking to grow their business profitably. Her mission with Wealth & Worth Within is to empower business owners to achieve financial clarity and peace of mind, so that they can get back to what they enjoy.
