Daniel Rowe, a CPA and tax attorney from Charlotte, North Carolina, shares insights into financial planning, bookkeeping, and business formation for mental health professionals and other service providers.

Key takeaways:

1. Understanding Business Formation: It's important to have tailored advice for forming your business entity, whether it's a PLLC or an S Corp, and understanding these structures is crucial to your financial health.
2. Bookkeeping Simplified: He discusses the importance of professional bookkeeping and the benefits of using tools like QuickBooks and Xero to streamline financial processes.
3. Proactive Financial Planning: Don’t wait until tax season to address your finances. With the right CPA who understands your industry, you can set yourself up for success year-round.

About Daniel:

Daniel is a CPA and tax attorney who works with people and businesses in the creative and professional services fields. His firm advises large and small businesses that operate in the space of making people feel good, moved - something. This includes therapists, doctors, coaches, and others who sell their time and their expertise to help improve their clients' lives.

Prior to forming D.Rowe Tax, he was a tax partner in a Los Angeles-based public accounting firm and legal of-counsel to a Chicago-based law firm. He has authored numerous tax articles and presented tax seminars. Daniel has also taught masters-level tax courses at Loyola Marymount University in Los Angeles and the University of North Carolina, Chapel Hill.

D.Rowe Tax's mission is to make complicated tax code and legalese more approachable and less stressful, allowing clients to focus on their business of doing meaningful work.

• Website: droweco.com
• LinkedIn: linkedin.com/in/drowetax

–––––––––––––––––––––––––––––––––––––––––––––––––––

🎙️Listen to more episodes of the All Things Private Practice Podcast

🎙️Spotify

🎙️Apple

🎙️YouTube Music

▶️ YouTube

✈️ Learn about Retreats

🗨️ Join the free Empowered Escape FB Community

🗨️ Join the free All Things Private Practice FB Community

–––––––––––––––––––––––––––––––––––––––––––––––––––

✨ The Receptionist for iPad

Thanks to The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

Mentioned in this episode:

Resilient Mind Counseling

It's Patrick. Some of you may know that I own a group therapy practice in North Carolina, Resilient Mind Counseling. We specialize in supporting the Neurodivergent, LGBTQIA+, and Black, Brown, and Asian communities online and across North Carolina. We also have limited in-person openings at our offices in Asheville and Cary. We really love working with clients who are coming to terms with both Autism and ADHD discoveries later in life or questioning, as well as the intersections of race, gender, identity, and orientation. All of our therapists have lived experience and identify as AuDHD, Autistic, or ADHD. Our team of affirming therapists offers a safe, anti-racist, anti-oppressive, inclusive, and accessible space where you can show up exactly as you are—no masking, no judgment, and no need to make eye contact, just real connection and healing. We accept most commercial insurances like Blue Cross Blue Shield, United, Aetna, and Med Cost, as well as self-pay options. We currently have openings for new clients. Visit our website at resilientmindcounseling.com. You can also text or call our HIPAA-compliant phone line at (828) 515-1246, or email us at [email protected].

The Receptionist for iPad

I want to thank The Receptionist for iPad for sponsoring this episode.