Therapist Tax and Finance Foundation
Jump-start your practice with Therapist Finance and Tax Foundations—a free, mini-course that demystifies taxes, bookkeeping, and entity choice. Secure your EIN, see exactly when an S-Corp pays off, and build a 30-minutes-a-week QuickBooks workflow. Walk away audit-ready and clear on the profits you’ll keep as an S-Corp owner.
Free
This Free Course covers the basics you need to know about taxes and finance to get started in private practice
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If you are struggling with understanding the financial side of your business then this course is right for you!
Who is this course for?
What will I learn in this course?
Why I Created This Course
I’m Ray Kenner, CPA—a California certified public accountant who spends every day helping mental-health clinicians figure out their numbers. After a decade inside public-accounting firms and hundreds of therapist tax returns, I kept seeing the same pattern:
Mental health clinicians were losing sleep (and money) because no one had ever shown them the practical side of business finance.
So I distilled the conversations I have with private-practice owners—quarter after quarter—into a step-by-step video course. The goal: give you the exact framework I use with my one-on-one clients, for free and on your own schedule.
By the End of the Course You’ll Know How To
- Choose the right entity (sole prop vs. professional S-corp) and why it affects your tax bill.
- Set up and streamline QuickBooks so categorizing expenses takes minutes, not weekends.
- Calculate and pay quarterly estimates on time—no April surprises.
- Read a Profit & Loss and Balance Sheet like a seasoned practice owner.
