This is the EHR we trust for clinical documentation, scheduling, billing, and telehealth. It’s built specifically for behavioral health professionals and essential to how we manage client care.

We use Headway to handle insurance credentialing and billing. It simplifies claims and payments so we can focus more on therapy. It also offers access to free CEUs through PESI and Violet.

This is the budgeting and financial tracking app we use to manage both personal and business finances. Monarch’s intuitive interface and visual tools help us stay financially grounded.

We use SurePayroll to manage payroll and tax filings for our practice. It’s a dependable, easy-to-use service that ensures employees are paid on time and necessary reports are handled correctly.

TurboTax helps us file our personal and business taxes each year. It’s especially useful for managing deductions, quarterly payments, and staying organized as small business owners.

We use Fidelity to manage retirement accounts such as Solo 401(k)s and IRAs. It provides affordable investment options, easy-to-use planning tools, and reliable customer support.