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970 W Valley Pkwy #101
Escondido, CA 92025
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Achieving Financial Literacy in Private Practice--A Crash Course in Bookkeeping and Taxes

  • Friday, January 21, 2022
  • 9:00 AM - 10:15 AM
  • Online—ZOOM

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  • Paid member of this chapter

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Achieving Financial Literacy in Private Practice

A Crash Course in Bookkeeping + Taxes

January 21, 2021

9:00am-10:15am

presented by

Andrew Riesen

Tax season is fast approaching, and as a private practice therapist, it may feel like your finances are looming over your head. Heard is here to help!

Join us for a masterclass focused on preparing for tax season and improving the financial health of your therapy practice.

You’ll learn the basics around filing your taxes, business entities, and tax designations while gaining confidence in the financial aspects of your business.

In this session, you'll learn:

• How to prepare thoroughly for tax season and quarterly tax deadlines so you don't miss tax deductions

• How to better understand different kinds of business structures

• How to manage the financial aspects of your practice with confidence

About our presenter
Andrew Riesen is a mission-driven entrepreneur, financial accountant and the CEO of Heard, the financial back-office for therapists in private practice. Prior to Heard, Andrew worked at PriceWaterhouseCoopers, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium sized businesses. When not supporting mental health professionals in private practice, Andrew can be found exploring the nooks and crannies of the Pacific Northwest trail-running, cycling or snowboarding, or at home with his nose in a book or journal.

SDNC-CAMFT
970 W Valley Pkwy #101
Escondido, CA 92025

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