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Money Skills for Therapists
Orientation to Money Skills For Therapists
Start Here (12:33)
Intro to Teachable (8:00)
Intro to the Mighty Networks Community (17:20)
Making the Most of the Calls (7:22)
Accountability Buddy Matching
Taking a Break (4:57)
Bonus Materials The CEO Starter Kit
Bonus Materials Transforming Money Beliefs & Behaviors When You're First Gen
Bonus Materials Income Raiser Workshop
Bonus Materials Take Back Your Time
Module 1: Getting Set Up
Lesson 1: Brighter Tomorrow (1:26)
Lesson 2: Money Stories (3:33)
Lesson 3: Making Your Commitment (1:00)
Lesson 4: Checkpoint
Module 2: Getting Clear About Your Finances
Lesson 1: Separate Bank Accounts Are Key (15:38)
Lesson 2: Creating A Great Receipt System (10:51)
Lesson 3: Business Expenses (9:44)
Lesson 4: Home Office Expenses (9:29)
Lesson 5: Checkpoint
Module 3: The Right Tool To Get The Job Done
Lesson 1: Choosing The Right Tracking Tool For You (6:31)
Lesson 2: The Old-Timey Ledger (9:35)
Lesson 3: Spreadsheets (9:22)
Lesson 4: Budgeting Software (9:03)
Lesson 5: Accounting Software (11:18)
Lesson 6: Let's Add Your Expense Categories (8:57)
Lesson 7: Your First Month's Tracking (33:21)
Lesson 8: Specific Situations (26:47)
Lesson 9: Checkpoint
Booking Your One-On-One Time
YNAB FAQs
Mid-Term Checkpoint and Feedback
Halfway Checkpoint
Student Satisfaction Survey
Module 4: Seeing Where Your Money's At
Lesson 1: Assessing The Situation (5:26)
Lesson 2: Playing With Numbers (8:47)
Lesson 3: Creating Great Money Habits (6:53)
Lesson 4: Tips for Money Time (5:56)
Lesson 5: Checkpoint
Module 5: Planning For Success
Lesson 1: Budgeting Mindset (4:44)
Lesson 2: How To Budget (5:26)
Lesson 3: Profit First (15:48)
Lesson 4: Salary, Taxes & Guidelines (27:13)
Lesson 5: Setting Your Paycheque Amount (6:58)
Lesson 6: Big Picture Thinking (9:31)
Lesson 7: Budget For The Month (2:06)
Lesson 8: Checkpoint
Module 5 Resources (5:08)
Module 6: Next Steps
Lesson 1: #GOALS AKA Funding Your Dreams (5:16)
Lesson 2: Assembling Your Team (3:27)
Lesson 3: How Far You've Come! (2:45)
Lesson 4: Checkpoint
Module 6 Resources
Wrap Up Module
Grad Affiliate Program (1:31)
End of Course Checkpoint and Feedback
Final Checkpoint
Final Student Survey
The Vault
Ask an Accountant Call for Canadians - September 4, 2024
“‘Do you take insurance?’ How to Attract, Convert and Retain Potential Clients”, with Mentaya’s Founder & CEO, Christine Li - August 14, 2024
Take Back Your Time with Jane Workshop - June 12, 2024
Ask an Accountant Call for Americans - March 4, 2024
Ask an Accountant Call for Canadians - February 21, 2024
Expanding Beyond Insurance While Remaining Accessible with Mentaya - December 6, 2023
Ask an Accountant Call - November 6, 2023
Profit First Made Easy with Relay - October, 5 2023
Boundary Boost Workshop with Jelisha Gatling - May 19 2022
Ask a Bookkeeper Call - April 7, 2022
Ask an Accountant Call - February 17, 2022
Ask an Accountant Call - November 4, 2021
Ask an Accountant Call - August 10, 2021
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