THE WELLNESS FI JOURNAL
A healthier financial life
for your practice.
Practical guidance on bookkeeping, taxes, and growing a private practice—written for therapists, psychologists, and wellness professionals.
Insights for your next chapter
Clear answers. Useful next steps. More confidence in the business behind your care.

Should I Use Tax Software Like TurboTax For My Mental Health Private Practice?
Read article →: Should I Use Tax Software Like TurboTax For My Mental Health Private Practice?I think I should be able to do my own taxes, would you suggest a program? You could certainly use TurboTax or TaxAct. Both…

Bookkeeping for Therapists: Private Practice Accounting Solutions
Read article →: Bookkeeping for Therapists: Private Practice Accounting SolutionsBookkeeping for Therapists: Private Practice Accounting Solutions In the business of mental health therapy and coaching, professionals are usually focused on their clients and…

Pros & Cons of a Group Private Practice
Read article →: Pros & Cons of a Group Private PracticeTakeaway: You’ve made the decision to venture into private practice–now it’s time to decide whether you want to start a solo practice or join…

How To Calculate & Pay Quarterly Estimated Tax Payments For Your Therapy Private Practice
Read article →: How To Calculate & Pay Quarterly Estimated Tax Payments For Your Therapy Private PracticeWHO? Who this is not for – if you are on a payment plan for a prior year’s taxes, just focus on continuing to…

Common Questions – Bookkeeping, Tax, & Legal
Read article →: Common Questions – Bookkeeping, Tax, & LegalWhat are some of the most common mistakes you see therapists making in their private practices? You guys don’t charge enough! If you have yourself…
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