Improve Your Management of Money

Watch webinar on-demand, anytime, anywhere. You'll learn:

  • Structure Business Accounts

  • Manage The Flow of Money

  • Create a Monthly Savings Plan

  • Prepare for Quarterly Taxes

  • Plan for Retirement

  • Hit Personal & Professional Goals

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Get lifetime access to webinar and TL;DR: Managing Money Spreadsheet.

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Webinar Attendee

"Super Informative!"

Webinar Attendee

"This webinar was super informative! The information was broken down in a way that was easy to retain. I also really appreciate the spreadsheet resource."
Webinar Attendee

"You guys are the best!!"

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Webinar Attendee

"Practical & Relevant"

Webinar Attendee

It was practical & relevant, the excel sheet was amazing. Thank you.


  • Who is this webinar for?

    This webinar is for any therapist in private practice who wants to improve their management and flow of money. Ideally, you are in your first 3 years of private practice.

  • What does it cover?

    We'll cover the basic management of money within your private practice, as well as how to pay yourself personally. This includes the structure of bank accounts, creating a monthly savings plan, how to plan for taxes each month, retirement options, and more.

  • What is included in this webinar?

    You get access to our most popular TL;DR: Managing Money Spreadsheet - which you'll use to walk through examples during the webinar. Additionally, you'll receive our Business Entity CheatSheet which will help you set up as a PLLC in your state.

  • How long is the webinar?

    The webinar is 40 minutes long and includes a Q&A from the original webinar recording.

  • How long do I have to watch the webinar?

    You will have lifetime access to this webinar and spreadsheet after purchase.

Start Managing Your Money Better in Private Practice

Improve your financial knowledge with TL;DR: Accounting's most popular webinar.

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