I have assembled a ton of information over the years to help wherever you are right now, whether you are just starting out or have been doing it for a while. These guides are the questions my clients ask most, answered in one place. Every one has been updated for 2026.
Bought a guide and decided you want more help? Your guide purchase is credited toward any consulting package booked within 60 days.
Don't let all the administrative stuff slow your momentum down. This free checklist breaks starting a business into small, manageable steps: your action plan, your name, your business structure, your EIN, your bank account, and your taxes. It ends with a printable one-page checklist you can check off as you go.
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HIPAA is not about compliance. It's about patient care. This plain-language guide walks you through the Privacy, Security, and Breach Notification Rules, then gets practical: email, phones, video, cloud storage, forms, notes, payments, and mobile devices. The Third Edition adds a brand new chapter on AI in your practice, telehealth after the pandemic, the 2026 penalty amounts and Notice of Privacy Practices update, what's coming in the proposed Security Rule, and a one-page HIPAA checklist.
LLC or PLLC? Should you elect S corporation status? What do you file, and when? This guide walks through every common business structure, helps you choose with a set of simple questions, and takes you step by step through forming each one. Updated for 2026 with corrected IRS filing tables, the new $2,000 1099 threshold, the end of beneficial ownership reporting for U.S. companies, and a new section on where AI can help.
One side hustle or three, you deserve the same financial security as anyone collecting a W2. This guide covers choosing a structure, separating your money, setting aside taxes, health insurance, retirement, and getting paid. Updated with the new 1099-K and 1099-NEC thresholds, 2026 retirement limits, and a new chapter on using AI to run your side business.
AI can give you back hours every week, and your clients' trust deserves the same care in your technology as it does in your therapy room. This kit gives you everything you need to bring AI into your practice thoughtfully: a plain-language primer, a vendor checklist, a fill-in-the-blank AI-use policy, client consent language for AI note-takers, a tool inventory log, and a one-page quick reference card.
Educational templates, not legal advice. Please have your final policy reviewed by an attorney in your state.
The Complete Practice Library: all four guides for $179, a savings of $67.
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