EP: 117The Monthly Business Review Every Therapist Should Be Doing
Running a private practice (or any healing business) isn’t just about serving your clients, it’s about sustaining YOU the person at the helm of the business wheel.
In this episode, I’m sharing one of the most impactful founder habits I’ve built into my own business: a monthly business retro.
Think of it as a compassionate business review where you look beyond revenue and ask:
- Is my business actually supporting me?
- Am I paying myself appropriately?
- What gave me energy this month?
- What’s quietly draining my capacity?
- Am I focusing on the right projects?
Inspired by both my corporate background and the business advisory work I do today, I’ve created a monthly review process that combines financial clarity, quarterly goal tracking, energetic capacity, and reflective decision-making into one simple system.
Because the truth is:
A profitable business isn’t just about making more money.
It’s about making better decisions.
In this episode we discuss:
- Why every therapist, coach, and healer should conduct a monthly business review
- How to review your revenue, expenses, and profit without overwhelm
- The Profit First framework I use to pay myself consistently
- Tracking quarterly goals without getting distracted by shiny objects
- Why energetic capacity deserves as much attention as your finances
- How to identify hidden energy leaks in your business
- The questions I ask myself every month before making business decisions
- Creating a sustainable business that works with your nervous system—not against it
Want the full Monthly Business Retro?
https://partsandpurpose.substack.com/p/the-monthly-business-check-in-that (Listen here!)
This public episode is just the introduction.
Inside Return+, you’ll find the complete workshop where I walk you through my entire Monthly Business Retro template step-by-step.
You’ll also receive:
✨ My complete Monthly Business Retro template
✨ Monthly co-working retro sessions inside the Return+ community
✨ A supportive space to reflect, plan, and build your business alongside other thoughtful healers
You can start with a free trial and join us for the next retro.
Listen to the full episode here: https://partsandpurpose.substack.com/p/the-monthly-business-check-in-that
Resources Mentioned
- Profit First episode
- Quarterly Goal Setting episode
- Power Move Intensive
- Emily Sanders
Connect with Caitlan
Website: https://www.caitlansiegenthaler.com
Instagram: https://www.instagram.com/caitlansiegenthaler
Substack & Return+: https://caitlansiegenthaler.substack.com
If this episode helped you think differently about your business, I’d love if you’d subscribe, leave a review, or share it with another therapist or healer who’s building a business that feels as good as the work they do.
Support the show
Produced by Caitlan Siegenthaler
Cover Art by Kiara Opara
If you enjoyed this episode, share it with a friend, post it to your Instagram stories, and tag me. And if you really loved it, the best thank-you is a written review on Apple Podcasts or a comment on Spotify.
That is a beautiful energetic exchange for Caitlan creating the show.