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[FLASHBACK - Episode 33] Taxes... Not As Scary As You Think [Featuring Jennie Schottmiller]

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Manage episode 391140775 series 3007604
Content provided by Patrick Casale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Casale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In one of the most helpful episodes I've ever recorded, Jennie Schottmiller and I discuss "All Things Taxes and Accounting."

If you need EASY-to-make-sense-of tax advice or want to listen to Jennie Schottmiller and I go down our own ADHD rabbit holes, this episode is for you!

Jennie and I talk about...

  • Small business startup FAQs
  • Accounting 101
  • Very common accounting errors
  • How to ask for tax help without feeling ashamed
  • Tangible steps you can take starting today to make your business run smoothly
  • Business Startup 101

Jennie gives out tons of FREE tax advice and even makes talking about accounting FUN.

Once you realize that accounting is just numbers on pieces of paper, it's a lot easier to feel less intimidated by them. Putting your systems in place helps make your business and your life run a lot more smoothly.

Jennie is an accountant and mental health therapist, basically making her a unicorn in the field. She runs one of the most helpful FB groups around, "Simple Profit For Mental Health Clinicians."

More About Jennie:

Jennie Schottmiller is a licensed marriage and family therapist (LMFT) and licensed Certified Public Accountant (CPA) in Pennsylvania. In 2007, Jennie left accounting to focus on health and family. She became a marriage and family therapist in 2010. Soon after opening her private therapy practice, Jennie realized that many of her peers struggled with accounting, tax, budgeting, and cash management. In addition to her clinical practice, she now runs Simple Profit offering free resources as well as a membership to provide education and support in managing business tasks.

Connect with Jennie Schottmiller at: https://www.simpleprofit.com

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

🎙️Listen to more episodes of the All Things Private Practice Podcast

🎙️Spotify

🎙️Apple

🎙️YouTube Music

▶️ YouTube

✈️ Learn about Retreats

🗨️ Join the free Empowered Escape FB Community

🗨️ Join the free All Things Private Practice FB Community

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

Thanks to Our Sponsors: The Receptionist for iPad, Alma, & Therapy Notes

The Receptionist for iPad:

I want to thank The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

Alma:

I want to thank Alma for sponsoring this episode.

Alma makes it easy and financially rewarding to accept insurance. When you join their insurance program, you can get credentialed within 45 days and access enhanced reimbursement rates with major payers. They also handle all of your paperwork from eligibility checks to claim submissions, and they guarantee payment within two weeks of each appointment. You can also attract clients who are the right fit for your practice with a free profile in Alma's searchable directory. Additionally, Alma offers time-saving tools and administrative support, so you can spend less time on paperwork and more time delivering great care to your clients.

Get your first month free with Alma by visiting helloalma.com/ATPP.

Therapy Notes:

I want to thank Therapy Notes for sponsoring this episode.

TherapyNotes™ is a complete practice management system with everything you need to manage patient records, schedule appointments, meet with patients remotely, create rich documentation, and bill insurance, right at your fingertips. Their streamlined software is accessible wherever and whenever you need it. Go to therapynotes.com and get 2 free months when you use code ATPP.

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 391140775 series 3007604
Content provided by Patrick Casale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Casale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In one of the most helpful episodes I've ever recorded, Jennie Schottmiller and I discuss "All Things Taxes and Accounting."

If you need EASY-to-make-sense-of tax advice or want to listen to Jennie Schottmiller and I go down our own ADHD rabbit holes, this episode is for you!

Jennie and I talk about...

  • Small business startup FAQs
  • Accounting 101
  • Very common accounting errors
  • How to ask for tax help without feeling ashamed
  • Tangible steps you can take starting today to make your business run smoothly
  • Business Startup 101

Jennie gives out tons of FREE tax advice and even makes talking about accounting FUN.

Once you realize that accounting is just numbers on pieces of paper, it's a lot easier to feel less intimidated by them. Putting your systems in place helps make your business and your life run a lot more smoothly.

Jennie is an accountant and mental health therapist, basically making her a unicorn in the field. She runs one of the most helpful FB groups around, "Simple Profit For Mental Health Clinicians."

More About Jennie:

Jennie Schottmiller is a licensed marriage and family therapist (LMFT) and licensed Certified Public Accountant (CPA) in Pennsylvania. In 2007, Jennie left accounting to focus on health and family. She became a marriage and family therapist in 2010. Soon after opening her private therapy practice, Jennie realized that many of her peers struggled with accounting, tax, budgeting, and cash management. In addition to her clinical practice, she now runs Simple Profit offering free resources as well as a membership to provide education and support in managing business tasks.

Connect with Jennie Schottmiller at: https://www.simpleprofit.com

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

🎙️Listen to more episodes of the All Things Private Practice Podcast

🎙️Spotify

🎙️Apple

🎙️YouTube Music

▶️ YouTube

✈️ Learn about Retreats

🗨️ Join the free Empowered Escape FB Community

🗨️ Join the free All Things Private Practice FB Community

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

Thanks to Our Sponsors: The Receptionist for iPad, Alma, & Therapy Notes

The Receptionist for iPad:

I want to thank The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

Alma:

I want to thank Alma for sponsoring this episode.

Alma makes it easy and financially rewarding to accept insurance. When you join their insurance program, you can get credentialed within 45 days and access enhanced reimbursement rates with major payers. They also handle all of your paperwork from eligibility checks to claim submissions, and they guarantee payment within two weeks of each appointment. You can also attract clients who are the right fit for your practice with a free profile in Alma's searchable directory. Additionally, Alma offers time-saving tools and administrative support, so you can spend less time on paperwork and more time delivering great care to your clients.

Get your first month free with Alma by visiting helloalma.com/ATPP.

Therapy Notes:

I want to thank Therapy Notes for sponsoring this episode.

TherapyNotes™ is a complete practice management system with everything you need to manage patient records, schedule appointments, meet with patients remotely, create rich documentation, and bill insurance, right at your fingertips. Their streamlined software is accessible wherever and whenever you need it. Go to therapynotes.com and get 2 free months when you use code ATPP.

  continue reading

150 episodes

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