Mastering Private Practice Finances

Therapists, it’s time to master your private practice finances! Do you get overwhelmed at tax time or find yourself digging through faded receipts that you intended to keep track of month-to-month? Self-proclaimed accounting nerd and CEO of Heard, Andrew Riesen joins me to help therapists master their finances! Whether you’re a seasoned therapist or just starting out, we’ve got the financial considerations, mistakes, and mindset shifts you need to know.

Continuing Education

This Podcast Episode Provides 1 Hour of CE Credit

Mastering Private Practice Finances Course Info

Course Description

In this course- Mastering Private Practice Finances, guest Andrew Riesen, an experienced accountant, joins us to discuss the financial considerations, mistakes, and literacy that therapists in private practice should know. Listeners will learn about the most common financial mistakes made by therapists and how to avoid them, as well as gain valuable insights into the importance of financial literacy for therapists. The episode also offers helpful bookkeeping tips that will help therapists in private practice ensure their financial success. Beyond the practical advice, the conversation also delves into the emotional impact of money mindset how therapists can manage it. Whether you're a seasoned therapist or just starting out, this episode will provide valuable information and insights to help you succeed in private practice.

Instructor's bio

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.
Dr. Tamara Soles' Bio

Learning Objectives

  • Discover two strategies to improve management of finances
  • Identify two common mistakes clinicians make with respect to their finances

How to Take the Course

Once you choose a course that interests you, simply click the enroll button to register for the course. You will be prompted to create your login information and then be directed to the course curriculum where you will have access to the episode, the learning objectives, and the post-test. Once you successfully complete the post-test, your CE credit certificate will appear on screen and can be downloaded. You can listen to the course episode directly on the course website or on your favourite podcast app.

How to Get Your Certificate

After listening to the course episode, you will be prompted to take the multiple choice post-test. To receive your continuing education credit certificate, you need to achieve a score of 70% of more. You may retake the post-test up to three times. Once successfully completed, the certificate will appear in your course area where you can download it.

Commercial Support

Andrew is the co-founder of Heard, a booking and accounting company for therapists.


For additional answers to our FAQ or for information on our policies such as accommodations, non-discrimination policy and grievance policy, click here

Course Format

This course is presented in audio format via podcast interview. The course is designed for post-doctoral psychologists and is an introductory level.

Look what my podcast listeners have to say


Contact us with any questions or feedback. You can also visit our FAQ for more information on how the continuing education program works. 

Continuing Education Approvals

Dr. Tamara Soles is approved by the American Psychological Association and the Canadian Psychological Association to offer continuing education for psychologists. Dr. Tamara Soles maintains responsibility for the program. Verify with your State or Provincial governing body to ensure APA and CPA approved activities are eligible. *Note: Not currently eligible for OPQ CE credit.


CPA continuing Education Sponsor

Copyright © 2024 The Secure Child ·