Congrats on Starting Your Business/Private Practice!!

Step 1!

I'm so excited for you! As you embark on the journey of making an impact in your clients' lives, I'm going to help you walk through the transition of going from Employee to Employer! That's right! Becoming a business owner means you are now an Employer or most commonly known as an Entrepreneur.

I've created a free guide to help you understand the Fundamentals of Business Success! This guide is going to walk you through all the steps you need to take to get your Practice up and running. Whether that's getting your LLC or PLLC or understanding what you need to do after taking those steps. Click the link to download the guide.

Step 2!

After you have downloaded and reviewed the free guide on the Fundamentals of Business Success, you should have been able to click on the links to obtain your LLC/PLLC, obtain your EIN, etc. This Free Guide has a lot of valuable information in it and I would take advantage of it while it's still free if you did not download it yet!

You may have questions about estimated/quarterly tax payments, how to pay yourself, tax obligations, banks accounts, and managing your business finances. These are all valid questions to have. We can answer them in one or two ways. During a one-time consultation or our Signature 30-Day Business Consulting Program for customized support (30 Day Program on Hold).

What Our Client's Are Saying...

We have a 5/5 Star Rating on Google! 

"I attended a free seminar where she shared her expertise and allowed participants to answer questions. It was very evident that she knows her stuff and has helpful tips! She was able to give me solid advice in regards to my new business. I would highly recommend her services!"
(Google Review)

Rachel S.

"Chassidy is very knowledgeable. She was able to answer all of my questions and then some. She is very approachable and doesn't make you feel dumb for asking anything. I highly recommend her!"
(Google Review)

Katie P.

"Thank you! Grady has helped me to create my business from scratch. Her course is so helpful, clear and stress free with all the information I needed to create my own business. I'm so grateful for this step by step course."

(Google Review)

Susan N.

Step 3!

If you have your business setup and ready to go, you've either attended a free Workshop or had a consultation with me to understand estimated taxes etc, you're now ready to get your business finances organized so that you can make informed decisions about paying yourself, filing taxes on time, and be able to pay the correct amount for your quarterly tax payments. If you're on a budget, get Your Business Finance Tracker to get you started. If you want to grow and scale your business quickly, then review your Money Management Options!

Final Step!

Congrats on completing steps 1-3! Let's do a recap:

  • You started your Business/Practice.

  • You have your business finances organized.

  • Now it's time to file taxes!

If you've had a one-on-one consult with me already and are ready to file, then select I'm ready to file to signup for the client portal! If you have not disclosed your tax situation to me, then schedule a New Client Consult!

Investment starts at $700 for one business (includes one free appt for the year for VIP or Early Access Clients). *S-Corp starts at $1700 (includes personal return).

Join our community: Social Workers and Therapists In Business This is an exclusive community for Social Workers and Therapists who want to be financially successful in Business!