Tracking Expenses & Defining Your Tax Planning Strategy Private Practice Survival Guide podcast

Tracking Expenses & Defining Your Tax Planning Strategy

4d ago 31:56

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Tracking expenses isn’t just about saving receipts—it’s about building a proactive, compliant financial foundation. In this quick-tip episode of The Private Practice Survival Guide, Brandon Siegel breaks down how to design a strategic tax planning system that keeps your business organized, audit-ready, and optimized for savings all year long.
You’ll learn how to:
* Set up separate business bank accounts and integrate accounting tools like QuickBooks
* Perform monthly reconciliations and maintain clean, accurate books
* Conduct quarterly CPA reviews to stay compliant and proactive
* Categorize expenses using Schedule C–friendly buckets for smarter tracking
* Plan and pay quarterly estimated taxes without the stress
* Identify often-overlooked deductions and credits (home office, mileage, professional education, and more)
Leverage advanced credits and savings tools like WOTC, Section 127 student-loan assistance, SEP/Solo 401(k)/SIMPLE plans, and HSAs/FSAs
If you’re ready to simplify your finances, strengthen compliance, and keep more of what you earn, this episode gives you the checklist to start the right conversation with your CPA—today. (Not tax advice.)

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.
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Podcast Website: https://www.privatepracticesurvivalguide.com/
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