ABOUT THIS EPISODE
You didn't start your practice because you love spreadsheets. You started it because you wanted to help people.
In this episode, I sit down with James Childress, CPA, and founder of CAC Advisors, a financial advisory firm built specifically for therapy practice owners.
James's perspective is one I hadn't heard framed this way before: the revenue cycle starts at the inquiry, not the invoice.
That first phone call, that first contact form; that's already a financial decision. Most practices are treating it like admin, and it's costing them.
He breaks down his wish list vs. strategy filter, three green lights you can check today even if your books aren't perfect, and why the financial decisions that matter most happen before you ever send a bill.
Links:
- CAC Advisors, financial guidance built for mental health practice owners
- SimpleIntake, all-in-one mental health CRM with a 24/7 AI receptionist
- Therapy Intake Pro, done-for-you intake coordination with US-based, HIPAA-trained specialists
