Why year-end accounting feels so heavy for clinic owners (and how to face it your way)
Description
What is it about tax season that makes us feel like we’re falling behind?
In this episode, Denzil sits down with Andrew Riesen, co-founder of Heard, to talk about the financial side of running a clinic.
Andrew gets real about the emotions behind money management and why so many clinicians struggle to stay on top of it. But he also talks about how to replace that overwhelm with confidence.
This conversation is raw and open, and teaches you simple habits that make your numbers feel less intimidating and your decisions a little clearer.
🇺🇸 Quick note: Some details in this episode reference the U.S. tax structure, but many of the ideas apply broadly.
What You’ll Learn:
- Why “good enough” bookkeeping beats a perfect system you’ll never stick to
- Simple first steps to separate business and personal finances
- What counts as a deduction (and what most clinic owners miss)
- How to build financial habits that make time off (and tax time) possible
- When it’s time to call in a professional
Resources mentioned
Andrew’s Playbook
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Radio Front Desk is Brought to You by Jane
We like to make sure that when we tell you more about Jane, it’s super helpful. Here’s one we think you might like:
We talk a lot about feeling prepared for year-end in this episode. And Jane knows this is true for your account as well.
That’s why the team put together Jane's Tips for Year-End: a guide that breaks down everything you might want to consider for a smooth rollover into the new year. You can even find a printable year-end checklist to help you stay on track with your tasks.
Learn more about Jane's Tips for Year-End
Disclaimer: This podcast is for informational purposes only and should not be considered as professional medical, legal, or financial advice.
The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of the podcast host or its affiliates.
Our Guest
Andrew Riesen
Andrew Riesen is a mission-driven entrepreneur, financial accountant, and CEO of Heard, the financial back-office for therapists in private practice. Prior to Heard, Andrew worked at PWC, 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.