Meet Ronisa Clark, an accountant with an MBA who works for a community mental health agency and started her own bookkeeping practice Dream Joy Consulting. Her focus is working with healthcare providers and clinicians in solo practice. She shares how she fell in love with accounting during an elective while in school to become a doctor. She shares her process working with new clients and her typical level of involvement. She is also willing to teach business owners how to set themselves up for success.

Key takeaways:

-Separate business and personal expenses.

-Excel is not an accounting system.

-It helps to have another set of eyes on your account to catch mistakes.

-Hiring someone to prioritize bookkeeping enables the business owner to focus on their clients and building their business.

-Do not base business decisions on the balance in your bank account.

https://www.dreamjoyconsulting.com

https://www.facebook.com/dreamjoyconsulting

https://www.instagram.com/dreamjoyconsulting

https://www.linkedin.com/in/ronisaclark/

Meet Colleen Wenner, licensed clinical mental health counselor, who owns the group practice New Heights Counseling and Consulting which specializes in trauma and addiction. She describes her career climb and how she pivoted to private practice after being diagnosed with cancer and the process of getting licensed in a new state. She shares how her love for teaching and challenge of finding a licensed clinician led to hiring interns which has been a positive decision for the practice.

Key takeaways:

-Continue to consult with other professionals at all stages of your career.

-Interns can be a great way to build your practice if you love to teach.

-Find people who are humble, hungry, and smart when hiring.

-Undersell and overdeliver by treating people better than they expect.

-Build in the right values from the beginning.

https://florida-counseling.com

https://www.facebook.com/NHCCounseling/

https://www.instagram.com/newheights_counseling/

In this consulting episode we meet Nicole DaSilva LICSW who recently started her own virtual counseling practice, Motivational Healing and Wellness. She describes her experience in the field of social work, particularly crisis intervention during the pandemic and how it led her to consider how she could make a greater impact. She shares her experience with imposter syndrome providing therapy and the process of starting a business. 

Key takeaways:

-no one is an expert in everything and we can refer out if needed

-seek out supervision and consultation from qualified peers

-find support in colleagues to normalize experience

-recognize accomplishments and what is going well

-push yourself to do what scares you

-imposter syndrome does not go away but we can acknowledge it and use it

https://nicole-dasilva5630.clientsecure.me

Meet Zac Stucki, a customer-centric operations expert who helps businesses understand the reasons their customers are buying so they can design their business strategy and operations around it which fixes quality, profitability, and scaling problems. He describes his process of disconnecting "no" from his value as an entrepreneur and building credibility and authority. He shares his efforts to serve as a conduit for entrepreneurs to help them grow their businesses and impact without the full weight on their shoulders. He differentiates our "why" from our mission and the customer versus the user. He encourages business owners to consider what they are doing rather than why they are doing it and explains how invaluable he has found Jobs Theory in his work. He also encourages us to consider who we can have the most impact serving.

Book Recommendations:

Competing Against Luck by Clayton Christensen

Demand-Side Sales 101 by Bob Moesta and Greg Engle

https://homericconsulting.com

@homericconsulting

Meet Josh Frias, a physician assistant who works in head and neck surgery and a realtor who owns Josh Frias properties. He shares his career climb in medicine and his decision to pursue his interests in architecture and realty when he decided to start a business. He identifies the skills that were transferrable as well as the challenges of developing trust in business as opposed to healthcare. He also shares how he balances career and family.

Key takeaways:

-Establish relationships by building trust and providing value.

-Do not change who you are to fit what you are trying to do.

-Check in with yourself often to ensure you stay clear on your motivation.

-Listen to your instincts and keep an open mind.

-Failure does not exist if you continue to grow and learn.

https://www.rightchoiceinrealestate.com/pages/our-agents

https://www.linkedin.com/in/josh-frias-1a84b817

[email protected]

In this consulting episode we meet Venita Qualls, licensed mental health counselor and licensed alcohol and drug abuse counselor who is expanding her counseling practice, Soulful Essentials. She describes her career climb from the trial court system, to obtaining two master's degrees, to becoming a business owner. She is trained in brain-spotting, EMDR, and IFS and shares her decision to build a team. She identifies hesitations including supervising other clinicians and investing in them and then having them leave. Julia encourages extending the hiring process and taking the time to get to know candidates as well as getting clear on mission, vision, and values.

https://www.soulfulessentials.com

https://www.psychologytoday.com/us/therapists/venita-qualls-burlington-ma/278057

Meet Michelle Salazar, a licensed social worker and chemical dependency counselor who owns a counseling practice and is a relationship consultant. She describes the 27 years she spent at an agency in multiple roles and her decision to start her practice 6 years ago. She discusses her role as a leader and the team she has built, her work with couples, and her experience as a retreat participant that led her to start the Endeavor Academy where she hosts retreats for therapists.

Key takeaways:

-systems help your business run on autopilot

-be true to your inner spark

-consider how someone makes you feel when hiring

-monitor and nudge growth as a leader

-be kind and fearless in relationships

-be your own best friend

https://momentumcounselingandconsultation.com

https://www.heymichellesalazar.com

https://www.theendeavoracademy.com

https://www.facebook.com/michelle.renee.salazar

In this consulting episode we meet Nicole Campbell, an LICSW who recently started her own practice Next Chapter Collaborative and is concerned about the potential for a scarcity mindset. She describes her career climb working in agencies and in group practice and her ultimate decision to transition to clinical work full-time. She inquires about knowing when you have taken on "enough" clients and asks Julia, "how do you challenge scarcity mindset and trust that you will have security?" She also describes her compassionate empathetic nature and tendency to accommodate rather than say "no" to potential clients after an initial consult.

Julia encourages:

-calculating the number of clients that need to be seen to achieve your financial goals at the outset

-remembering there will never be a shortage of clients

-not forgetting to take the time to get clear on your ideal client

-remaining clear on the purpose behind your decision

-outsourcing to an administrative assistant to field calls and help with screening

-considering the short term gain of helping someone by offering a session versus long term consequences of overwhelm

https://www.nextchaptercollaborative.com

Meet Natalia Hernandez, a certified Enneagram and relationship coach who helps couples heal, mend, or end their relationships. She shares that she discovered the Enneagram after multiple failed relationships and it helped her understand her tendency to end things when she experienced intense emotion. We provide an overview of this personality model and how it expedites the process of getting to know someone, identifies the motivation behind their behavior, and helps to depersonalize the actions of others. She describes how she incorporates the Enneagram in her work with couples to turn disagreements into conversations. Be sure to check out her podcast, Total Relationship Mastery.

Key takeaways:

-Your weakness can be your superpower

-Information is not what changes you but rather what you do with it

-Knowing your triad and the order in which you think, feel, or act helps with conflict resolution

-Viewing a disagreement through the lens of the personality type of the other person improves your ability to relate

https://www.nataliahernandezcoaching.com

https://www.facebook.com/natalia.hernandez.77312

https://www.instagram.com/nataliahernandezcoaching/

https://podcasts.apple.com/us/podcast/enneagram-in-love/id1529623401