The Practice of Therapy Podcast

Private Practice Money Mistakes That Could Be Costing You | Margo Masri | TPOT 444

August 10, 2026·35 min
Episode Description from the Publisher

Your private practice may look profitable on paper, but does the money actually feel available? In this episode, Gordon talks with Margo Masri, founder of Heartfelt CFO and Tax Services, about the financial decisions that can quietly create cash flow problems for private practice owners. They explore the risks of over-hiring, ignoring taxes, taking on office space too soon, and trying to grow without fully understanding the costs involved. Margo also shares why practice owners need to know what they personally need to live on, build financial systems that can grow with the business, and approach financial mistakes as opportunities to make better decisions moving forward. Whether you are starting a private practice or managing a growing team, this conversation offers a reminder to slow down, understand your numbers, and make financial decisions that support the practice you actually want to build. Resources Mentioned In This Episode  Subscribe to YouTube Read the show notes here Watch on YouTube Use the promo code "GORDON" to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Follow us on Instagram Meet Margo Masri  Margo Masri is the founder of Heartfelt CFO and Tax Services, a company she started in 2003 to help business owners better understand their finances and build stronger, more sustainable businesses. With extensive experience in bookkeeping, advanced accounting strategies, tax planning, and virtual CFO services, Margo takes a holistic approach to helping clients create financial systems that support their personal and professional goals. She also coaches small business owners through financial challenges and regularly speaks at industry events. Website Instagram Facebook

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