Money Nuts & Bolts | Training with Linzy Bonham

Consult Monday

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For Consult Monday, we discuss:

• Looking at your money and inherited habits.
• The effect of knowing what’s happening with your money.
• How to make good financial choices for your business.
• Structure and separating your business and personal finances.

Links

Quickbooks.com

Freshbooks.com

Waveapps.com

Abundanceparty.com

moneynutsandbolts.com

Profit First

Linzy Bonham of Nuts & Bolts: Money Know-How for Therapists

Linzy Bonham is a clinical social worker with a passion for helping therapists have peace of mind about their finances. She runs Nuts & Bolts: Money Know-How for Therapists, teaching therapists how to understand money and making smart money choices, like paying themselves a good salary and not letting their practice eat all their money. Linzy’s focus is the “how” of finances - breaking it down into doable steps to help therapists feel calm, competent and in control. She offers in person and online one-on-one consulting, and free resources to help therapists grow their money skills. You can find her here.

What I Wish I'd Said Wednesday

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For What I Wish I'd Said Wednesday we discuss:

• Ways to track your finances from paper to digital processes:
  • Ledgers
  • Spreadsheets
  • Apps and software
• How to look at your income and expenses.
• Making an assessment on the financial decisions you’ve made for the month.
• Changing from a cash to accrual system
• Figure out your percentage: what did you spend in operating expenses vs what you made
• How to build good habits around money and receipts.

Links

Quickbooks.com

Freshbooks.com

Waveapps.com

Abundanceparty.com

moneynutsandbolts.com

Profit First

Follow Through Friday

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For Follow Through Friday, we discuss:

• Where and how money brings value to your life.
• Understanding where your money goes over where you want it to go.
• Income statements and budgeting for goals.
• Prioritizing your life spending.
• Restrictive budgeting effect on your life and the “I can’t mentality”.
• The envelope system and expense ratio
• Work budget and home budget
• Give every dollar a job
• Should you have multiple bank accounts or keep it simple?

Links

Quickbooks.com

Freshbooks.com

Waveapps.com

Abundanceparty.com

moneynutsandbolts.com

Profit First

YNAB

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Allison Puryear, LCSW, CEDS of Abundance Practice-Building

Allison Puryear is an LCSW with a nearly diagnosable obsession with business development. She has started practices in three different cities and wants you to know that building a private practice is shockingly doable when you have a plan and support. You can download a free private practice checklist to make sure you have your ducks in a row, get weekly private practice tips, and join the Abundance Practice-Building Group to gain the confidence and tools you need to succeed.