Day Two Afternoon session

By Lisa Savage | May 1, 2022

Insurance considerations How to create packages Cash pay clients HIPAA tools

All things financial

By Lisa Savage | May 1, 2022

Presentations from CPA and the financial planners

Day Two Morning Session

By Lisa Savage | May 1, 2022

Profit first overview and worksheet Bookkeeper presentation

COC Platinum Intensive Prework – Worksheet #7

By Kim Knight | April 11, 2022

Here is the final pre-worksheet on Self Care.

COC Platinum Intensive Pre-Work (Sheets 4-6)

By Kim Knight | April 11, 2022

Here are sheets 4-6 of the pre-work.

COC Intensive Pre- Work Documents

By Kim Knight | April 11, 2022

Here are worksheets 1-3 provided for your pre-work. Feel free to refer to this anytime!!

COC Platinum Intensive – Day 1 (Powerpoint)

By Kim Knight | April 11, 2022

Here is the powerpoint presentation from Day 1 of the Intensive. It includes links to various resources and includes links to Kat’s and Luckdjyne 2 videos. We hope you found…

Business Worksheets with Video

By Kim Knight | April 11, 2022

Here is a video recap of the spreadsheets we covered in the training. Please watch the video, as it goes over why the spreadsheet appeared not work for solo practitioners.…

Luckdjyne Neas, LCSW-R, Shares How Bringing on Interns Can Be of Benefit to Your PP

By Kim Knight | April 11, 2022

Watch as Luckdjyne talks about the pros and cons of hiring interns and how she has been effective in having them on board in her practice. There are 2 videos…

Katiuscia Gray, LCSW, CYT Video on Leaving Full Time Job and Taking the Leap into Full Time PP

By Kim Knight | April 11, 2022

Watch as Kat shares her inspiring journey of the moment she decided to take the leap into full-time PP:   Click here to access the video Passcode is: AJ7t9m*#