Smart Money Moves With Erik Winston

Running a successful practice means more than just great client care, it also means understanding how money moves through your business. In this session, we’ll break down the essentials of tracking income and expenses, explore common do’s and don’ts for recordkeeping, and discuss how your business structure directly impacts your tax bill. You’ll learn practical, real-world strategies to stay compliant, organized, and tax-efficient all year long. Walk away with tools to help you make informed financial decisions that strengthen your practice from the ground up.
Erik Winston has over 20 years of experience helping small businesses and nonprofits build strong foundations. As a Certified SHRM Professional, he specializes in providing practical solutions to support mental health practitioners in areas such as accounting, payroll, tax preparation, Human Resources, and business operations. Erik is passionate about helping clinicians succeed as both providers and business owners, creating the structure and stability they need to focus on client care.
This two-part training will be held on October 14 and 28, 2026 from 2:00-3:00 pm via Zoom. Your ticket covers both training dates.
Recommended price is $50. This pay-what-you-can training is made possible when participants contribute at a level that feels accessible and sustainable for them. Thank you for helping support this model.
https://www.tickettailor.com/events/greatoakstherapycenter/2287387