Mastering Private Practice Finances with Andrew Riesen Artwork

This Hour Has 50 minutes

A continuing education podcast where two therapists talk more than they listen. Each episode I have conversations with other therapists where we tackle topics with equal parts thoughtfulness and levity and the result is practical strategies to improve your practice and your everyday life. Why not listen and get CE credits at the same time? Visit the link in the show notes for details.

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This Hour Has 50 minutes

Mastering Private Practice Finances with Andrew Riesen

April 27, 2023 • Tamara Soles, PhD • Season 4 • Episode 53

Enroll to earn 1 hour of CE
Do you get overwhelmed at tax time or find yourself digging through faded receipts that you intended to keep track of month-to-month? Self-proclaimed accounting nerd and CEO of Heard, Andrew Riesen joins me to help therapists master their finances! Whether you're a seasoned therapist or just starting out, we've got the financial considerations, mistakes, and mindset shifts you need to know.

Highlights

The most common financial mistakes made by therapists and how to avoid them

Navigating separate bank accounts

When to use software solutions and when to outsource your bookkeeping

The impact of money mindset

How to reframe your finances to live a balanced and healthy life as a therapist

Andrew Riesen is a mission-driven entrepreneur, financial accountant, and CEO of Heard, the financial back-office for therapists in private practice. Prior to Heard, Andrew worked at PWC, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium-sized businesses. When not supporting mental health professionals in private practice, Andrew can be found exploring the nooks and crannies of the Pacific Northwest trail-running, cycling, or snowboarding, or at home with his nose in a book or journal.

Resources
Heard: Bookkeeping and Taxes for Therapists

Connect
Linkedin @andrewriesen

Dr. Tamara Soles
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Dr. Tamara Soles is approved by the American Psychological Association and the Canadian Psychological Association to offer continuing education for psychologists. Dr. Tamara Soles maintains responsibility for the program. Verify with your State or Provincial governing body to ensure APA and CPA-approved activities are eligible

People on this episode

Dr. Tamara Soles

Host