- The CPA for Psychotherapists is here for you through our monthly mentoring sessions to help you confidently start or run your practice.
- These meetings take place online, which means you don't need to travel; you simply log into the meeting from your computer.
- Each session lasts just 60 minutes, which means you get support every month on critical business issues in bite-size chunks.
Who is this for?
- Grad students aspiring to open their practice
- Private practice start-ups
- Solo practice owners
- Group practice owners
- Coaches
What Will You Benefit from this Program?
- Confidence to build your practice
- Get monthly support on critical business issues with actionable plans
- Gain knowledge and advice needed to build the right foundation for your practice and growth strategy for established practices
- Access to valuable resources to make your practice a success
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- Ready to elevate your business?
- Sign-up for our business mentoring program with a low monthly fee of $95.
- And you’re in complete control…
If at any time during the program it is not working for you, just let us know, and we’ll stop the payment. There is no commitment, and you simply pay one month at a time for as long as it is adding value.
Hi, I’m Felicia. I’m a Certified Public Accountant and Certified Money Coach. I help ambitious psychotherapists and coaches build sustainable, profitable businesses so you can focus on helping your clients.
I’m passionate about helping business owners and believe education is one of the biggest factors in financial success for businesses and individuals. I do this by providing financial wellness tools to educate my clients on their business and personal finances while providing insightful advice that enables them to make informed decisions.
I’m passionate about helping business owners and believe education is one of the biggest factors in financial success for businesses and individuals. I do this by providing financial wellness tools to educate my clients on their business and personal finances while providing insightful advice that enables them to make informed decisions.
According to a National Financial Capability Study, over 50% of American adults feel anxious when thinking about finances. Another research found that less than a third (30%) of Americans feel comfortable with the amount of knowledge they have about managing finances.
I’m excited to CHANGE that with you!
I collaborate with small business owners to promote the growth, stability, and protection of their businesses by helping them streamline their processes, clarify finances, ensure compliance and ultimately achieve growth.
Before starting my firm, I worked in the auditing and accounting department at Ernst & Young, one of the “Big Four” accounting firms in the U.S., and for other regional and local firms in New England in the tax and accounting area. I have the privilege to serve on the finance committee of the Women’s Fund of Western Massachusetts.
When I’m not working, you’ll find me baking allergy-friendly desserts, volunteering in my community, and spending quality time with my 4-year-old daughter, 6-year-old son, and husband.
Sign-up for our business mentoring program to get the support you need with a low monthly fee of $95.
There is no commitment, and you simply pay one month at a time for as long as it is adding value.
There is no commitment, and you simply pay one month at a time for as long as it is adding value.