Quarterly Recap with Jacquie (Q3, 2025)
Автор: GreenOak Accounting
Загружено: 2025-12-05
Просмотров: 13
Описание:
In this quarterly check-in, Julie and Jacquie share what’s actually happening inside group practices right now. They cover the real-life challenges with payroll, tough financial decisions, and staying resilient when the industry shifts overnight.
In this episode:
Get real talk on managing payroll, clinician splits, and benefit costs—even when everyone else seems to be “doing it all.”
Hear candid, loving advice about facing hard choices and avoiding shame around business struggles.
Walk away with practical, no-nonsense tips to keep your practice strong—no matter what the economy throws your way.
Highlights
00:02:00 – Kicking off the quarterly recap
00:03:00 – Payroll is the biggest pain point
00:06:50 – S-Corp payroll rules for owners
00:09:00 – Leadership pay and percentage splits
00:11:00 – When to call your accountant
00:16:00 – The danger of payday loans
00:20:00 – Owner’s draw vs. business needs
00:24:00 – Planning for worst-case scenarios
00:25:45 – Rate drops from insurance payers
00:28:24 – These challenges aren’t just therapy
00:30:01 – Hard truths, shared with love
00:33:00 – Proactive tips for practice owners
00:34:38 – Outro and important disclaimer
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