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If tax season gives you anxiety or your books feel messy, this episode will help you build an audit-ready financial system that protects your practice and boosts profitability. Brandon Seigel breaks down how to separate business and personal finances, organize core statements and documentation, and implement weekly and monthly rhythms that make audits a non-event. You’ll learn practical tactics to plug revenue leaks in your billing, align with a healthcare-specialized CPA, and optimize cash flow with a rolling 13-week forecast. The result is a cleaner operation, faster collections, and confident decision-making all year long.

What You'll Learn

• How to separate business and personal finances to reduce risk and simplify taxes
• The essential financial statements and reports your practice must maintain
• Documentation habits that withstand audits: meals, mileage, and unusual transactions
• A 90-day blueprint to centralize records and build weekly/monthly hygiene
• Revenue cycle fixes: clean claim rate, denials, codes, and when outsourcing pays
• Cash flow mastery: 13-week forecasting, tax reserves, and owner compensation/retirement

Build a system so clean you never fear an audit—subscribe, share, and start your 90-day build today. 
#PrivatePractice #MedicalBilling #CashFlow #TaxPlanning #AuditReady

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.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co