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Accounting and Tax Basics for Private Practice

Enroll in the Online Self-Study course and complete it at your own pace.
No CE hours available for this course.

 If you’re a clinician in private practice, you already know the clinical side is only half the battle—the real struggle begins when you face the accounting, taxes, and business decisions that affect your livelihood. This course demystifies the financial maze, giving you the clarity and confidence to run your practice with intention and intelligence.

Whether you’re just starting out or trying to clean up a tangled mess of spreadsheets and shoebox receipts, this course offers practical, essential guidance that can save you money, protect your practice, and bring peace of mind.

Enroll in the Online Self-Study Course for $20

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Matthew Bernot, MBA, is a seasoned Business Analyst with deep expertise in finance, HIPAA compliance, and healthcare operations. With years of experience advising medical and behavioral health organizations, Matt brings unmatched clarity to the complex intersection of clinical practice and financial responsibility. His consulting background and instructional experience make him a trusted guide for clinicians seeking financial stability and sustainable business operations.

Matt’s teaching approach is grounded in real-world experience and clear, jargon-free explanations. Rather than overwhelming you with theory, he breaks down financial concepts and accounting principles into usable strategies tailored for behavioral health providers. You'll walk away knowing how to organize your books, file your taxes, and plan with purpose—not panic.

This online self-study course explores key business structures (LLC, S-Corp, C-Corp, and sole proprietorships), how to separate personal and business finances, essential accounting software tools, and HIPAA-compliant bookkeeping practices. It also covers how to understand your profit and loss statements, balance sheets, and cash flow reports; track business deductions; and prepare for growth, retirement, or financing with confidence. Whether you're billing insurance or collecting cash payments, you'll learn the financial habits that make or break a practice.

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Instructor

Matthew Bernot, MBA, is a Business Analyst at Miles Technologies with extensive expertise in HIPAA compliance, accounting, and operations management. His career spans leadership roles in medical malpractice software, banking, and business process consulting. Since 2019, he has specialized in helping healthcare organizations strengthen HIPAA compliance and operational efficiency through Striven—a secure, all-in-one financial management platform he helped design. Matt also trains business analysts in HIPAA-compliant best practices for technology and data management. Matt can be reached at mbernot@striven.com , and you can also find him here

Striven eliminates the use of costly and disconnected software applications to make businesses run more easily, faster, and safer. With secure document storage, easy client billing, fast payment collections and robust financial reports, healthcare professionals and CPAs can safely run their business on a single platform. You can find Stiven by clicking here.

Key Takeaways:

  • Master your numbers: Gain fluency in business accounting so you can manage, assess, and forecast the financial health of your private practice.

  • Understand your tax obligations: Learn how business income is taxed and discover commonly missed tax deductions that could save you money.

  • Create financial peace of mind: Set up systems and processes that reduce stress and help you make informed business decisions.

Why This Course?

  • Tailored for behavioral health providers: This course goes beyond general business advice by focusing on the specific challenges and opportunities of clinicians in private practice.

  • Led by a seasoned healthcare consultant: With years of consulting and teaching experience in HIPAA-compliant financial systems, Matthew Bernot offers unmatched practical insight.

  • Backed by a trusted CE provider: Telehealth Certification Institute is dedicated to equipping clinicians with high-quality continuing education that empowers professional growth and ethical practice.

Learning Objectives:

  • Explain the various ways to keep an accounting of their business financial transactions

  • Explain how their income will be taxed and potential tax write-offs for the business

  • Assess the financial health of their private practice

Whether you’re building your practice from scratch or preparing it for long-term success, this course offers the financial foundation you didn’t get in grad school. 

Enroll in this course to gain the financial clarity your private practice needs.

This is a non-interactive, self-study course. It consists of instruction and a course evaluation.

Enroll in the Online Self-Study for $20

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Availability: From the time of registration, you have six months to access the coursework.

Who Should Attend: This course is intended for clinicians who provide behavioral health services.

Teaching Methods: This is a non-interactive, self-study course. Teaching methods for this course include recorded lectures, videos, a post-test, and a course evaluation.

How to attend: Directions for completing a course can be found by clicking here.

This program was recorded on April 1, 2022.

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