I’m excited to introduce you to Audrey, a key member of the Heartfelt CFO team. ❤️ Audrey works closely behind the scenes with our clients’ financials, helping create the accurate, organized financial foundation that allows us to see what’s really happening inside a business. And this week, Audrey is taking over our live! She’s bringing the perspective she gets from being inside the numbers and seeing firsthand what happens as a practice grows. Because growth is supposed to feel like progress... But more revenue, more clients, and a bigger team can also bring more financial complexity, bigger decisions, and more uncertainty. So we’re talking about: Your Practice Is Growing. Why Doesn’t It Feel Easier? Audrey will cover: - Why a bigger practice isn't automatically a financially stronger practice - What can happen when your financial structure doesn't keep pace with growth - Why more revenue doesn't always create more financial confidence - The 3 areas that should grow alongside your practice: visibility, structure, and decision-making Come join us, and bring your questions. ❤️ 👇While you're at it, tell us: as your practice has grown, what has become harder financially?

Since we're in the middle of tax season, I’ve added two helpful sessions inside the Classroom that will help you feel more prepared and confident when it comes to your practice finances. If taxes tend to bring up stress or uncertainty, these trainings will help simplify things. 📚 Available now in the Classroom: 1️⃣ Tax Roadmap for Practice Owners A clear walkthrough of how taxes actually work for therapy practices. 2️⃣ Tax Deductions Therapists Often Overlook A practical session on the most common expense categories therapists forget to track and how understanding your deductions can help you avoid overpaying taxes. These two sessions are meant to help you move from tax anxiety → tax clarity. 💡 If taxes have ever made you think “Am I missing something?” or “Am I doing this right?” these trainings will give you a much clearer foundation. 👉 Head to the Classroom section to watch both sessions. And after watching, feel free to share in the comments: What’s one insight or takeaway that helped you see your finances differently?

Watch this video walkthrough that shows how to navigate the community! 👇