Private Practice Coaching
Personalized coaching packages to help you feel confident in your practice & avoid common and costly mistakes.
For therapists who are just starting their practice or are looking to take their practice to the next level, these coaching packages are designed to give you clarity, tools, and confidence! As a CPA turned therapist, I am here to help YOU get clarity, thrive and build the practice YOU DESERVE.
Does this sound like you…
😫 Worried about missing key steps in starting your private practice?
Launching a private practice without expert guidance can lead to costly mistakes, audits, or even losing your license. Avoid pitfalls with detailed, easy-to-follow resources.
😫 Unsure about legal, financial & marketing basics & need help!?
Get clear on what is best for YOU and your business as well as what is required by your state and/or jurisdiction to avoid costly setbacks.
😫 Want to avoid common mistakes that can lead to costly issues down the line?
From startup checklists to budgeting, my templates give you a head start on essential setup tasks, so nothing falls through the cracks.
😫 You’re ready to level up your practice but feel lost or overwhelmed?
Maybe you practice across state lines and need help with the business logistics. Or maybe you want to expand into coaching. Let’s get you a clear business plan with actionable steps to help you feel confident in leveling up!
Two Packages to Choose From
A package designed to fit your needs no matter how you feel in the process!
Learn more about each package below! ⬇️⬇️⬇️
Or maybe a package isn’t right for you right now, that’s okay!
Check out my 1-hour 1:1 Coaching here!
Check out my Group Coaching here!
The Clarity Package
$550 Value
for only $397
Designed for motivated therapists who want a step-by-step roadmap and hands-on support.
With personalized coaching from a CPA & therapist, you will feel confident with HANDS-ON support. Over the course of 1 month you will have a clear roadmap and all the tools you need for flexibility and success!
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✅ 1 Month of Direct Email Support
Have a question at 12:00am? Shoot me an email! Think of it like having a 24/7 access line to your private practice bestie!
✅ Two 1-Hour 1:1 Video Coaching Sessions
Personalized coaching to address goals, concerns, and action steps to set up your private practice. (Over 1 month.)
✅ Pre-Meeting Agenda
Before our first meeting, I will email you a list of questions and create an agenda to make sure we are covering what is MOST important to you.
✅ Personalized Google Drive Folder
A folder made custom for you with agendas, resources, templates, and actionable items to keep you organized!
✅ Post-Meeting Recaps
A personally tailored follow-up email after each meeting with detailed action items, resources, and links to keep you on track.
EXCLUSIVE BONUSES ($200+ value!)
Exclusive for this package ONLY!✅ 1 BONUS Hour of Expert Business Audit & Research
Get expert insight and actionable items for your website, directories, and social media platforms. Time can also be used to review paperwork, do copywriting, marketing strategy development & more.
✅ Exclusive Starter Resource Pack
Everything you need to get your private practice off the ground with confidence!
All-inclusive Private Practice Checklist
Fee Setting Template (considers your expenses and taxes and ensure you are earning what you need to thrive!)
Budget Template (visualize your income and expenses in one place)
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With my unique background as a CPA & Therapist, I understand both the clinical AND business background demands of a private practice.
I know grad school skipped the business side of things. So things like starting your practice right, bookkeeping, marketing, speaking to your ideal client (etc.) can feel like you’re throwing an arrow with no target.
Let’s get you a clear and well-defined path to achieve the FREEDOM, FLEXIBILITY, and FINANCES you crave!
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This package is for therapists who want to start or already have a private practice they want to level up.
You’re looking for clarity, structure, and just enough support to confidently set up your foundation.
You want someone who “gets it” to help you avoid mistakes, save time, and get the ball rolling.
Once you have a game-plan, you feel confident in taking it the rest of the way!
The Thriving Package
$797 Value
for only $547
Who is this for?: Ideal for therapists who have already established a private practice, but are looking to grow or refine it.
With personalized coaching from a CPA & therapist, you will feel confident with HANDS-ON support. Over the course of 2 months you will have a clear roadmap and all the tools you need for flexibility and success!
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✅ 2 Months of Email Support
Have a question at 12:00am? Shoot me an email! Think of it like having a 24/7 access line to your private practice bestie!
✅ Three 1-Hour 1:1 Video Coaching Sessions
To be used at your discretion throughout the 2 month duration.
✅ Pre-Meeting Agenda
Before our first meeting, I will email you a list of questions and create an agenda to make sure we are covering what is MOST important to you. Agendas included for each subsequent meeting.
✅ Personalized Google Drive Folder
A folder made custom for you with agendas, resources, templates, and actionable items to keep you organized!
✅ Post-Meeting Recaps
A comprehensive recap, including action items, resources, and links to help you implement your plan.
EXCLUSIVE BONUSES FOR YOU ($300+ Value!):
Exclusive for THIS package ONLY!✅ Everything included in the Starter Package
PLUS BONUSES EXCLUSIVE TO ELEVATE CLIENTS ONLY
✅ 1 BONUS Hour of Expert Business Audit & Research
Get expert insight and actionable items for your website, directories, and
✅ High Conversion Marketing Toolkit
Monthly Marketing Self-Audit Checklist
5 Proven Ways to Revamp Your Directory & Website
SEO & Marketing Checklist (to keep you on track!)
Referral Email Templates (Get more client referrals effortlessly!)
Reserved for ELEVATE customers ONLY!
✅ Exclusive Elevate Business Toolkit
Accounting Excel Template (designed by a CPA to make tax season easier!)
Intake & Consent Form Checklist
Customizable Intake & Consent Form Templates (done for you and ready to customize and upload to your EHR!)
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With my unique background as a CPA & Therapist, I understand both the clinical AND business background demands of a private practice.
I know grad school skipped the business side of things. So things like starting your practice right, bookkeeping, marketing, speaking to your ideal client (etc.) can feel like you’re throwing an arrow with no target.
Let’s get you a clear and well-defined path so you can have the FLEXIBILITY, FREEDOM, and FINANCES you CRAVE!
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This package is perfect for therapists who already have a private practice but want to grow, refine, and take it to the next level.
Maybe you’re looking to expand your marketing strategies, boost your income, introduce new services (like intensives), or even practice in multiple states.
It’s also a great fit for therapists in the early stages of launching their practice who want extra hands-on support to get started with confidence.
Packages FAQ
What is the main difference between the 2 packages?
Both packages offer similar support, but the Thriving Package includes 1 additional 1:1 video meeting + extended support.
Thriving Package: 3 hours of 1:1 video meetings + 2 months of unlimited email support.
Clarity Package: 2 hours of 1:1 video meetings + 1 month of unlimited email support.
What if I purchase a package but change my mind?
If you purchase the Clarity Package and decide to upgrade to Thriving, you’ll only pay the difference between the two. However, downgrading from Thriving to Clarity is not available.
*SEE MORE FAQS at the bottom of this page.
How do I book & what happens next?
1. Book Your First Hour
Click on your desired package to directly schedule you first hour on my calendar. (We will book the future hour(s) during our first meeting.)
2. Get Ready for Our First Meeting
After you book, I’ll email you a few questions to gather information about your goals, questions, or any specific areas you want to focus on. (Don’t worry if you don’t even know where to start, we can go from the ground up.)
3. What to Expect Moving Forward:
Tailored to Your Needs
Each coaching session is designed around your specific questions and goals. Together we will develop action items to get you on the right track.
Ongoing Support
Email support between coaching sessions to ease your anxiety!
Detailed Follow-Up
Detailed follow-up emails after each coaching session with links and instructions to save you time & money!
4. What You’ll Walk Away With
✨ A clear, personalized roadmap to launch or level up your private practice—no more second-guessing your next steps.
✨ The confidence to make smart business decisions without overwhelm, so you can run your practice like a pro.
✨ The freedom & flexibility to design a schedule that actually works for you (not the other way around).
💰 The tools to increase your income and build a practice that’s both fulfilling and financially sustainable.
By the end, you won’t just feel ready—you’ll feel excited to take control of your career and build the practice you’ve been dreaming of!
Things We Will Cover:
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From entity type to getting an EIN to malpractice insurance, we will cover it all.
Navigating Entity Types (based on your state laws)
Forming Your Business
Getting an EIN
Protecting your Business
Multi-state Practice
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We will cover marketing strategies to attract the clients YOU WANT:
o Copywriting & Speaking to your Ideal Client
o Branding & Niches
o Website Development
o Google Businesses Pages
o SEO tips
o Social Media Marketing
o Networking
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We will cover everything to get your practice off the ground
HIPAA Compliance (what you need to know)
Intake Paperwork & Consent Forms
Applying for NPIs and CAQH Profiles
Business Credit Cards & Bank Accounts
Basic Accounting & Budgeting Strategies
Fee Setting
Sliding Scales, Superbills, & more
Tax Deductions & Compliance
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Customized support in developing a comprehensive business plan & Ongoing mentorship & support
Increasing profitability
Budgeting
Business Plans
Multi-state Practice Considerations
& more!
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Professional accounting or tax advice: I can provide some guidance. Clients should still consult with a CPA where they feel unsure.
Professional legal advice: I am not and do not pretend to be a lawyer.
Help with insurance paneling: I can provide guidance on preparing to panel—but I do NOT assist with paneling or credentialing.
Hey there!
Are you a therapist who feels stuck at your group or agency or in your private practice? You know it shouldn’t feel this hard, but grad school didn’t cover any of this stuff….
As a CPA and therapist with firsthand experience in navigating this journey, I understand the struggles you're facing.
That’s why I created these two 1:1 Coaching Packages—to provide the support and guidance you need to turn your dreams into reality saving you time & money!
FAQs
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FAQs *
How do I know which package is right for me?
If you’re stuck between the two options and decide on the “Clarity” package, I will only charge the difference between the two packages should you choose to upgrade. You can also always add on additional 1:1 support.
The biggest difference between the packages is an extra hour of 1:1 video time and an extra month of support.
Do I need to have prior business knowledge to work with you?
Not at all! My consulting is designed to meet you wherever you are in your private practice journey. Whether you have no business experience or you’re already familiar with the basics, I tailor my approach to match your needs. My goal is to help you feel confident and empowered, no matter your starting point.
Why should I work with you over other business coaches?
As a therapist with a successful private practice AND a CPA (accountant), I bring a unique perspective to private practice consulting. I understand the complex federal and state compliance requirements that can feel overwhelming. I’m here to guide you through ALL aspects of starting a private practice — business & clinical!
How long does it take to start a private practice?
The truth is—it depends. Starting a private practice is a personal journey, and the timeline varies for everyone. It depends on how much time you can commit per week, and how detailed you want your practice. With this package, you can expect to launch your practice in 3-6+ weeks.
Do you offer refunds?
I’m so confident that my consulting services will help help you feel confident that I do not offer refunds. My goal is to provide you with the tools and support you need to succeed.
Do I have to prepared before our coaching session?
You can come as prepared or relaxed as you’d like! Some clients arrive with detailed questions, goals, or ideas, while others are still figuring things out. Both approaches are completely okay. Before our session, I’ll send you a quick email to gather any key information that will help us make the most of our time together, but no extensive preparation is required (unless you want).
TESTIMONIALS
Have more questions or not sure which package is right for you?