SMART MONEY MOVES
Practical financial strategies for building a more organized, sustainable private practice.
About the Training
Managing the financial side of private practice can feel overwhelming, but it doesn't have to be.
Smart Money Moves breaks down the essentials of tracking income and expenses, organizing financial records, preparing for taxes, and avoiding costly mistakes.
Designed specifically for mental health professionals, this training offers practical strategies to help you better understand your numbers, make informed financial decisions, and build a more financially sustainable practice.
About Erik Winston
Erik Winston, MA, M.Div., SHRM-CP
Erik Winston brings more than 20 years of experience helping small businesses and nonprofits navigate human resources, payroll, accounting, and strategic operations.
His passion for supporting mental health professionals is personal. Being married to a mental health provider has given him a unique appreciation for both the meaningful work clinicians do and the challenges of managing a practice.
Erik is passionate about making the business side of private practice more manageable so mental health professionals can spend less time worrying about operations and more time focusing on the work they love.
Course curriculum
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1Start Here
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2Recordings and Slides
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3Post Test & Completion