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Private Practice: Beyond the Basics
Orientation
Your Strategy for Success (2:00)
How This Course Works
Leadership Academy
Live Roundtable Discussion with Private Practice Owners
Tools to Foster a Mindset for Growth and Changes
Community & Connection
Creating Your Ideal Practice
Step 1: Creating the Empire
Business Name (0:22)
Fictitious Business Names
Business Values
Business Brand & Identity
Financial Investment & Goals
Timeline
Review & Tools
Step 2: Your Workspace
Workspace Preferences (0:21)
Workspace Elements
Review & Tools
Step 3: Entity Set Up and Launch
Federal and State Entity Set Up (0:27)
Local Entity Setup—Business License
National Provider Identifier (NPI)
Review & Tools
Step 4: Risk Management
Risk Management as a Practice (0:18)
Secure Your Business—Interview with Lawyer, Jay Razzouk, Esq.
Legal Resources with Autumn Witt Boyd, PLLC
Review & Tools
Step 5 - Money Managament
Ensuring Overall Financial Health (0:33)
Bookkeeping Foundation—Interview with Emmanuel Salazar, CPA
Tax Foundation—Interview with Nicole Brame, EA & Senior Advisor (53:37)
Developing Your Money Mindset
Review & Tools
Step 6: Generating Revenue
Making Money (0:42)
Losing Money
Calculators and Formulas
Review & Tools
Step 7: Niche and Specialty
Your Ideal Client (0:32)
Niche & Specialty
Review & Tools
Step 8: Website and Copywriting
Copywriting 101 (0:26)
Confident Copywriting—Interview with Anna Walker (24:26)
Create Your Website (0:22)
Review & Tools
Special Offer: Write Your Practice Website Template Discount—WSC
Step 9: Marketing Simplified
Skills & Actions for Successful Marketing (0:31)
Skills in Practice
Review & Tools
Step 10: Practice Systems
Electronic Health Records (EHR) (0:30)
Documentation & Billing
Tutorials and Live Demo of Practice Systems
Review & Tools
Special Offer: EHR Discount
Conclusion
Parting Words + Invitation to Stay Connected
Resources
Form Examples
Teach online with
Business Name
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