Money Moves that Matter: 3 Smart Shifts to Secure Your Practice’s Future

Let’s talk about money—not in the “save your latte cash” kind of way, but in the “build the kind of future you actually want” kind of way.

For years, I ran my practice on what I thought was a solid plan: see more patients, earn more revenue, and just keep going. But beneath the surface, I was running on thin margins, reacting instead of planning, and secretly scared of what one emergency could do to my entire business.

It wasn’t until I made a few key shifts that I started to feel truly in control—not just of my finances, but of my future. If you’ve ever felt like you’re making money but not keeping it, or working harder but not getting ahead, these next three moves are for you.

1. Build an Emergency Fund Before You Think You Need It

The pain: One broken HVAC, one unexpected payroll delay, or one slow month can throw everything off. I learned this the hard way when an equipment failure forced me to dip into personal savings just to cover payroll.

The shift: Treat your practice emergency fund like a non-negotiable. Aim to save at least 3 months’ worth of essential expenses.

Action step:
Open a separate business savings account and set up an auto-transfer of 5–10% of your monthly net revenue into it. Even if you start small, consistency builds the cushion.

This fund isn’t just about covering emergencies—it’s about buying peace of mind and giving yourself options when unexpected costs pop up.

2. Adopt a Profit-First Budgeting System

The pain: Most of us were taught the traditional formula:
Revenue – Expenses = Profit
Which often means: expenses eat everything, and profit is whatever’s left (if anything).

The shift: Flip the formula.
Revenue – Profit = Expenses
This is the heart of the Profit First approach—and it changed how I run my business.

Action step:
Start with these 5 bank accounts for your business:

• Income
• Profit
• Owner’s Pay
• Taxes
• Operating Expenses

Each time revenue comes in, divide it between these accounts by percentage. You’ll know exactly where your money is going—and why there’s finally money left for you.

We dive deeper into how to implement this system inside the Financial Freedom Bootcamp this summer.

3. Invest in Team Efficiency (Not Just More Hands)

The pain: I used to think that hiring more staff would solve my overwhelm. But what I really needed was a more efficient team—not a bigger one.

The shift: Leverage training, systems, and automation to increase productivity and reduce stress—for you and your staff.

Action step:
Start by documenting one process this week—like how to check in patients or process insurance claims. Then train your team to do it the same way, every time.

Small changes in workflow create big improvements in revenue, time management, and morale. When your team works like a well-oiled machine, everyone wins.

Ready to Take Control of Your Financial Future?

These three shifts are just the beginning. If you’re ready to stop reacting and start strategizing, join me for the Financial Freedom Bootcamp this July.

Here’s what you’ll learn:

• How to build long-term wealth as a woman OD
• The You Glow Up formula for financial clarity and control
• Practical tools to boost profitability and reduce stress
• Real stories and steps from someone who’s been where you are

Date: Friday, July 25, 2025
Location: Hilton Orlando | Part of our 10-Year Anniversary Retreat
Time: 6 hours of immersive learning and transformation

Seats are limited—and they’re filling up fast. Secure yours now and start making money moves that truly matter.

Register for the Financial Freedom Bootcamp →

Because the best investment you can make—is in yourself.