Notes
Short how-tos for the work that piles up.
PTA meetings, therapy notes, practice admin: a few minutes of reading that saves you a few hours.
- Private practice client tracking: what to track and what to leave out
- How to use AI agents to make money (without selling the dream)
- PTA treasurer report template: what goes on the page
- Counseling practice management: the one-screen system for a solo practice
- First-time home buyer guide: the order that keeps your offer alive
- Private practice client intake checklist: what to collect before session one
- PTA meeting agenda template (Word): build one in ten minutes
- Therapy progress notes examples: five fields that actually hold up
- What to hand an AI agent, and what to keep
- House hacking: the numbers to run before you buy
- Preparing your PTA budget before the vote
- Therapist session notes without an EHR
- A PTA board meeting agenda that actually finishes on time