109 Why Every Supervisor Needs a Planner: Tips for Getting Ahead in 2025

Texas Counselors Creating Badass Businesses

What if the key to starting 2025 successfully lies in early planning and preparation? Join me as we uncover essential strategies for financial planning and tax readiness, with critical deadlines such as December 31st for fiscal year-end and January 31st for 1099 submissions. For counselors, staying informed about frequent rule changes can be daunting, but fear not—our Step it Up members have access to exclusive resources to help navigate these updates. Plus, I’ll share insights from my audit experiences to help you effectively prepare for the upcoming continuing education credits shift on November 26th.
Supervisors and supervisees, maintaining compliance just got easier with our comprehensive checklist! Discover how a supervision planner can be your go-to tool for organizing supervisee details, from emergency contacts to practice site visits. We'll also discuss the importance of keeping personal information current on the BHEC website and ensuring malpractice insurance is up to date. As the holiday season approaches, learn how to manage tasks and stress using mindfulness techniques inspired by Jennifer Rosado’s polyvagal counseling presentation. And don't miss a preview of our upcoming discussions on harnessing AI for website copy and note writing—exciting opportunities for innovation and growth are on the horizon!

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

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1. 109 Why Every Supervisor Needs a Planner: Tips for Getting Ahead in 2025 (00:00:00)

2. Preparing for Q1 2025 (00:00:13)

3. Supervisor Checklist for Compliance (00:08:37)

4. Holiday Season Preparation Guide (00:20:14)