From Therapy to Tax Strategy: How Becky Spence is Helping SLPs and OTs Save Thousands

Do you want to start your private practice, but feel intimidated by the financial aspect of starting a business? This episode is for you!

Today I’m joined by Becky Spence, an SLP who made an incredible pivot from owning a thriving private practice to becoming a certified tax advisor specifically for healthcare professionals and small business owners. 

Becky started her private practice, Achieve Therapy, back in 2014. After business boomed during the pandemic, thanks to her teletherapy, she experienced a bit of sticker shock despite paying estimated taxes throughout the year. She decided to head in a new direction to help SLPs, OTs, and other small business owners understand their finances, maximize tax deductions, and more!

In this episode, Becky shares financial tips for setting up your business to thrive financially, including what our community needs to know about tax savings! 

As a speech-language pathologist turned tax advisor, Becky has a unique perspective on problem-solving and empowering others to succeed. Her journey into tax advising began when she faced the challenges of understanding tax systems and deduction strategies for her own private practice. It became clear that many start-ups and small business owners needed tailored, accessible support in this area. Motivated by this, she earned her tax advising certification to help fill this gap. 

Now, Becky combines her passion for helping others with her expertise in tax advising to support small business owners. Her goal is to simplify financial complexities, assist in maximizing deductions, and help create effective business plans and growth strategies. By offering personalized guidance and practical implementation, she helps business owners gain the confidence and clarity they need to focus on what matters most: growing and thriving in their ventures.

In Today’s Episode, We Discuss:

• Bridging the gap between clinician and CEO
• Experiencing major growth during the pandemic
• Who Becky works with and what exactly she helps with
• Two tax deductions SLPs may not know about
• Creating your own retirement plan so you can comfortably leave your job 

If Becky’s story resonated with you and you’re feeling curious (or maybe even a little panicked) about your finances, I highly recommend booking a free 15-minute discovery call with her at SpenceTaxAdvising.com.

Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.

Resources Mentioned: 

Connect with Becky: http://SpenceTaxAdvising.com

Find Becky on Facebook: https://www.facebook.com/spencetaxadvising

Follow Becky on Instagram: https://www.instagram.com/spencetaxadvising

Where We Can Connect: