Send us a text If you’re making decisions based on “how it feels” instead of what your financial data is actually saying, this episode will reset your approach. We focus on a practical, operator-friendly way to evaluate your past financial analytics—so you can spot trends, tighten performance, and plan the next quarter (and year) with clarity. We break down how to look at historical revenue and expense patterns, identify what’s driving profit (and what’s quietly eroding it), and use key metri...
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Send us a text If you’re making decisions based on “how it feels” instead of what your financial data is actually saying, this episode will reset your approach. We focus on a practical, operator-friendly way to evaluate your past financial analytics—so you can spot trends, tighten performance, and plan the next quarter (and year) with clarity. We break down how to look at historical revenue and expense patterns, identify what’s driving profit (and what’s quietly eroding it), and use key metri...
Tracking Expenses & Defining Your Tax Planning Strategy
Private Practice Survival Guide
31 minutes
2 months ago
Tracking Expenses & Defining Your Tax Planning Strategy
Send us a text Tracking expenses isn’t just about saving receipts—it’s about building a proactive, compliant financial foundation. In this quick-tip episode of The Private Practice Survival Guide, Brandon Siegel breaks down how to design a strategic tax planning system that keeps your business organized, audit-ready, and optimized for savings all year long. You’ll learn how to: * Set up separate business bank accounts and integrate accounting tools like QuickBooks * Perform monthly reconcili...
Private Practice Survival Guide
Send us a text If you’re making decisions based on “how it feels” instead of what your financial data is actually saying, this episode will reset your approach. We focus on a practical, operator-friendly way to evaluate your past financial analytics—so you can spot trends, tighten performance, and plan the next quarter (and year) with clarity. We break down how to look at historical revenue and expense patterns, identify what’s driving profit (and what’s quietly eroding it), and use key metri...
