It's October, or maybe even November, eek! You know what's coming. The tax forms, the employee compensation reviews, the strategic planning meetings. Your to-do list is growing longer and your energy for "administrative stuff" is growing shorter. Can't someone else just handle all of this?

Anna and Kendall get refreshingly real about the unglamorous side of practice ownership—end-of-year planning. From tax preparation nightmares to the delicate dance of raises and fee increases, they share hard-won wisdom about what actually matters at year's end.

Anna opens with a hilarious wake-up call from her CPA: "On April 14th, I get a text... 'Hi, Anna, how are you doing? Have you got any inclination towards filing your taxes this year?' It hadn't even crossed my radar." The lesson? Even with great support, owners need to stay engaged enough to catch what's falling through the cracks.

The conversation shifts to more strategic territory—preparing for economic uncertainty. As Anna reflects on past recessions: "We've done three big economic downturns... In fact, we've grown every time. How did we do it?" This leads to a valuable discussion about building resilience and identifying which services people seek during uncertain times.

If you've been putting off your year-end planning or feel overwhelmed by everything on your plate, this episode offers both practical guidance and the reminder that you don't have to do it all perfectly—you just have to do it thoughtfully.

Get all the links, resources and show notes here: https://wellnesscentercreators.com

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