The Legal and Financial Setup Every Private Practice Needs

Starting a private practice is exciting—but if you don’t get the legal and financial foundation right, it can get messy fast. Making It Official walks you through everything you need to protect your business, stay compliant, and keep the IRS off your back.

This module covers:

Business Structure & Licensing
Sole prop, LLC, PLLC, S-Corp—what do you actually need, and how do you make it happen? We’ll break it down so you can choose the right setup for your goals and stay compliant with state and licensing board requirements.

Business Banking & Taxes
Separate accounts, tax write-offs, quarterly payments—oh my. You’ll learn how to organize your finances like a real business (because you are one) and avoid common therapist tax traps.

Insurance, Liability, & Legal Essentials
We’ll cover what kind of insurance you need (and what you don’t), how to protect your assets, and the must-have policies that keep your practice legally sound.

This module is all about peace of mind—because when your foundation is solid, you can focus on the work that actually matters.