Private Practice Survival Guide

Brandon Seigel

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions. Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. privatepracticesurvivalguide.com

  1. 2d ago

    Building Your Audit-Ready Financial System

    Send us Fan Mail If tax season gives you anxiety or your books feel messy, this episode will help you build an audit-ready financial system that protects your practice and boosts profitability. Brandon Seigel breaks down how to separate business and personal finances, organize core statements and documentation, and implement weekly and monthly rhythms that make audits a non-event. You’ll learn practical tactics to plug revenue leaks in your billing, align with a healthcare-specialized CPA, and optimize cash flow with a rolling 13-week forecast. The result is a cleaner operation, faster collections, and confident decision-making all year long. What You'll Learn How to separate business and personal finances to reduce risk and simplify taxesThe essential financial statements and reports your practice must maintainDocumentation habits that withstand audits: meals, mileage, and unusual transactionsA 90-day blueprint to centralize records and build weekly/monthly hygieneRevenue cycle fixes: clean claim rate, denials, codes, and when outsourcing paysCash flow mastery: 13-week forecasting, tax reserves, and owner compensation/retirementBuild a system so clean you never fear an audit—subscribe, share, and start your 90-day build today.  #PrivatePractice #MedicalBilling #CashFlow #TaxPlanning #AuditReady Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  2. 5d ago

    IRS Compliance: Staying Out of Trouble and Off the Radar with Mark Martukovich

    Send us Fan Mail Navigate the complexities of IRS compliance and safeguard your small business from potential audits with expert insights from Mark Martukovich. In this episode, we uncover common pitfalls, red flags, and strategic approaches to maintaining impeccable financial records. Learn how proactive tax planning and understanding IRS regulations can protect your practice and ensure long-term financial health. Mark Martukovich shares invaluable advice for entrepreneurs aiming for robust compliance and peace of mind.  What You'll Learn: Key strategies for avoiding IRS audits.Common red flags that trigger IRS scrutiny.The importance of clean books and accurate record-keeping.How to manage gift cards and payroll for tax compliance.Best practices for quarterly estimated tax payments.The benefits of proactive tax planning and regular advisor meetings.How IRS compliance impacts business valuation.Protect your business and thrive with smart tax strategies. #IRSCompliance #TaxPlanning #SmallBusiness #BusinessFinance #PrivatePractice Mark Martukovich is a Certified Public Accountant and Managing Partner of Business Advisory and Accounting Partners (B.A.A.P.), a firm known for turning accounting from an expense into a strategic investment. With over 25 years of business development and consulting experience, and a career that spans public accounting, corporate leadership, and commercial banking, Mark brings a board-level advisory perspective to every client relationship. Mark began his career in 1989 as a staff accountant in Cleveland, Ohio, after graduating from The University of Akron with a degree in accounting. His early work in public accounting was followed by senior leadership roles in business development, where he helped organizations scale, implement technology solutions, and open new markets. In 2004, Mark transitioned into commercial banking, spending a decade advising small and mid-sized companies in the Tampa Bay area. His banking experience gave him a deep understanding of how lenders view business performance, insight he now uses to help clients prepare for financing, expansion, and eventual ownership transition. Since joining BAAP in 2010, Mark has been the driving force behind the firm’s business advisory consulting model, which combines: Tax efficiency strategies that are designed around each client’s long-term goals.Operational and financial analysis to improve profitability and resilienceSuccession and exit planning that helps owners turn their business into a true retirement asset.Mark is a recognized leader in the accounting profession. He serves as a featured speaker for Thomson Reuters’ Partner Summit: Moving Your Practice Forward, where he trains other CPAs on transitioning from compliance-focused work to becoming proactive business advisors. He also served on the Board of Directors of the SPCA Tampa Bay from November 2019 until January 2025, reflecting his commitment to community leadership. http://busadvisory.com  https://www.facebook.com/BusinessAdvisoryAndAccountingPartners  https://www.youtube.com/@business-advisory  Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    IRS Compliance: Staying Out of Trouble and Off the Radar with Mark Martukovich
  3. Oct 15

    Evaluating AI Tools for Your Practice: A Decision Framework

    Send us Fan Mail AI has been in healthcare for decades, but many private practices still buy into hype, under-evaluate tools, and underutilize what they have. In this episode of Private Practice Survival Guide, host Brandon Seigel lays out a clear decision framework to vet vendors, protect compliance, and model ROI so your next AI purchase actually saves time and drives outcomes. From data storage and BAAs to uptime SLAs, EHR integration, and offboarding, you’ll learn what to ask before you sign—and how to structure trials, pick KPIs, and avoid five‑figure mistakes. Brandon also maps the hidden costs most owners miss and explains why early staff buy‑in and continuous training are non‑negotiable for real adoption. What You'll Learn: The five critical vetting areas: data storage/access, BAAs, uptime/breach protocols, EHR integration, and offboardingHow to budget for hidden costs like training, workflow disruption, migration, and maintenance quick-reference evaluation framework: conservative ROI modeling, baseline metrics, adoption checks, and AI governanceWhy demo hype (and beta products) can backfire—and how 90‑day trials prevent costly mistakesThe 30% time-savings rule and the KPIs that matter for scheduling, documentation, billing/eligibility/authorizations, and communicationA realistic 3–12 month AI adoption roadmap and vendor red flags to avoidMeasure twice, cut once: evaluate, plan, execute, and recalibrate—so AI becomes a time-saving system your people can run with. #PrivatePracticeSurvivalGuide #AIinHealthcare #PracticeManagement #EHR #HealthcareCompliance Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  4. Oct 12

    AI in Private Practice: Practical Applications That Save Hours with Erin Clemens

    Send us Fan Mail Join us in this insightful episode of The Private Practice Survival Guide podcast as we explore the revolutionary impact of Artificial Intelligence on private practice with the expert Erin Clemens. Discover how AI is not just a futuristic concept but a practical tool saving countless hours, streamlining operations, and transforming the landscape of healthcare.  Erin shares her journey from skepticism to embracing AI, revealing how these technologies can be integrated into your practice for unprecedented efficiency. We dive deep into the functionalities of leading AI platforms, discussing their potential to revolutionize daily tasks and strategic planning. This conversation is a must-listen for any private practice owner looking to navigate the complexities of AI, ensuring they stay ahead in an ever-evolving digital world while maintaining the highest standards of care and ethics. What You'll Learn: Erin Clemens' personal journey and early adoption of AI in her practice.The distinction and complementary uses of top AI tools like ChatGPT, Claude, Gemini, and NotebookLM.Strategies for evaluating and integrating AI tools based on specific practice needs and problems.Critical ethical discussions around AI in clinical documentation, patient privacy, and therapeutic judgment.Predictions for how AI will transform administrative roles and staffing in private practice.The enduring importance of human connection and critical thinking in an AI-driven future.Empower your practice with the intelligence of tomorrow. #PrivatePracticeAI #AIinHealthcare #PracticeAutomation #ErinClemens #FutureofTherapy Erin Clemens is the Founder and CEO of Pediatric Achievements, a multidisciplinary pediatric therapy practice that helps children through occupational, physical, and speech therapy. She is a pediatric occupational therapist turned entrepreneur who built the practice from the ground up and now leads a thriving team. Erin is also a speaker and strategist who helps busy professionals and business owners take control of their time using practical productivity systems and emerging AI tools. Her work blends real-world leadership experience with modern strategies for delegation, smarter decision-making, and AI-enhanced workflows. Erin is passionate about helping high achievers stop feeling overwhelmed and start using their time in ways that truly move the needle toward goals. http://www.erinclemens.com https://www.instagram.com/timemanagement.ai/ https://www.facebook.com/profile.php?id=100090417293195 Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    AI in Private Practice: Practical Applications That Save Hours with Erin Clemens
  5. Oct 8

    Streamlining Your Patient Communication Workflows

    Send us Fan Mail Most practices don’t have a communication problem—they have a communication system problem. In this solo episode, Private Practice Survival Guide host Brandon Seigel breaks down how to audit, organize, and automate your patient messaging so every inquiry is acknowledged, every next step is clear, and trust is built at scale. You’ll learn why fragmented outreach creates no-shows and complaints, how to define your practice voice, and how to deploy templates and technology that meet patients where they are. If you’re ready to reduce no-shows, resolve billing disputes faster, and turn communication into a growth engine, this episode is your blueprint.  What You'll Learn: The critical patient touchpoints to script: first impression, onboarding, reminders, continued care, and transitions/dischargeHow to build a unified template library and refine tone, accuracy, and compliance quarterlyCapturing patient channel preferences (email, text, phone, portal) and aligning automation to eachUsing E + R = O (Event + Response = Outcome) to handle billing disputes and non-compliance without blameMetrics that matter: response time, no-show rate, satisfaction, and complaint volume—and how to baseline themThe three communication killers: gaps, redundancies, and tone drift—and how to fix themHow to run a communication audit with an action checklist and a mystery shopperWhen and how to escalate to clinical conversations while keeping routine messaging automatedBuild a communication machine that patients trust—and your team can sustain. #PrivatePractice #PatientCommunication #PracticeManagement #HealthcareAutomation #NoShowReduction Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  6. Oct 5

    Automation Without Losing the Human Touch with Will Humphreys

    Send us Fan Mail Discover the delicate balance between cutting-edge automation and the irreplaceable human touch in private practice. Join Brandon Seigel and special guest Will Humphreys of Virtual Rock Star as they tackle the biggest fear surrounding technology in healthcare: losing connection. This episode of The Private Practice Survival Guide explores which tasks should never be automated, how to leverage AI to enhance patient experience, and the crucial role of consistency and trust in modern healthcare. Learn how strategic automation can free up your team to focus on meaningful patient interactions, ultimately leading to a more efficient and compassionate practice. Tune in to transform your approach to operational excellence and patient care. What You'll Learn: The critical distinction between human interaction and genuine connection in healthcare.Specific tasks that are ideal for automation to improve practice efficiency.How automation can either enhance or detract from the patient experience, depending on implementation.The importance of reliability and consistency in automated systems for building trust.Strategies for integrating technology while prioritizing empathetic human engagement.Ready to optimize your practice without sacrificing the personal touch? This episode is a must-listen for anyone navigating the future of healthcare! #PrivatePractice #Automation #HealthcareTechnology #PatientExperience #HumanConnection Will Humphreys is a physical therapist, entrepreneur, and healthcare innovator who helps private practice owners start, scale, and sell their businesses. After founding and growing one of Arizona’s largest PT practices to five locations, Will sold the company in 2018 and launched multiple ventures, including Virtual Rockstar, which connects medical offices with highly trained virtual assistants from the Philippines. With over two decades of experience in leadership, recruiting, and culture-building, Will has become a sought-after speaker for his dynamic, humorous, and practical approach to solving the biggest challenges facing outpatient practices. His work focuses on helping owners free themselves from administrative burdens, create raving fans among patients and teams, and build scalable systems for growth. When he’s not speaking or running his companies, Will hosts The WillPower Podcast, where he inspires healthcare entrepreneurs to increase their impact on patients and change the broken healthcare system. He is also passionate about mentoring young professionals, faith-based initiatives, and global humanitarian work. https://www.facebook.com/people/Will-Power-Project/61559075266036/  https://www.instagram.com/willpowerproject  https://willpower.buzzsprout.com  https://www.youtube.com/@WillPowerFreedom  Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    Automation Without Losing the Human Touch with Will Humphreys
  7. Oct 1

    Building Your Practice's Weekly Scorecard

    Send us Fan Mail Build a weekly scorecard that your team can actually use to drive decisions, catch issues early, and keep your practice on track. In this episode, host Brandon Seigel explains why weekly metrics act as leading indicators, how to select 5–7 vital KPIs, and how to set green/yellow/red thresholds that trigger action before problems escalate. You’ll also hear tool options—from spreadsheets and EMR dashboards to BI platforms and monday.com—and a simple, high-impact meeting format to keep everyone accountable. Finally, learn how to translate numbers into a narrative your team can rally behind.  What You'll Learn: Weekly vs. monthly: why frequency matters and how weekly acts as a leading indicatorThe 5–7 vital KPIs to monitor (visits, cancellations/no-shows, collections, referrals, labor, utilization, reserves)How to set green/yellow/red thresholds with practical examples (e.g., cancellations >15%)A 15–30 minute meeting framework: review, identify, assign, celebrateTools to build your scorecard: spreadsheets, EMR, BI tools, monday.comHow to give metrics meaning through storytelling to inspire your teamReady to turn your data into decisions and your decisions into results? Take action this week and build your scorecard.  #PrivatePractice #PracticeGrowth #KPIs #HealthcareBusiness #DataDriven Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  8. Sep 28

    KPIs That Matter: Measuring What Actually Drives Practice Success with Sean Healy

    Send us Fan Mail In this episode of the Private Practice Survival Guide, Brandon Seigel sits down with Sean Healy from Accounted4 LLC to dissect the most crucial Key Performance Indicators (KPIs) that drive actual success in private practice. They explore what metrics truly matter, how often to monitor them, and crucially, how to translate data into actionable strategies that empower practice owners. Discover how to avoid common data pitfalls and leverage financial insights to build a resilient and thriving healthcare business. This discussion provides a roadmap for transforming your practice's financial health through informed decision-making. What You'll Learn: The most important weekly KPIs for private practices.How to use leading indicators to predict and prevent future problems.Blending volume and value in your KPI tracking.Differentiating between KPIs for knowledge vs. KPIs for action.The dangers of justifying poor quantitative results with qualitative feedback.Strategic financial planning to anticipate and mitigate challenges.The surprising financial cost of growth and how to prepare for it.Why starting KPI tracking today is crucial for long-term success.Don't just survive, thrive! Tune in to revolutionize your practice management. #PrivatePractice #KPIsThatMatter #HealthcareBusiness #PracticeGrowth #FinancialStrategy Sean Healy is the President and Founder of Accounted4 LLC, a leading firm specializing in financial management and advisory services. With over two decades of experience, Sean has built Accounted4 into a trusted partner for businesses seeking expert guidance on accounting, operational strategies, and financial planning. His vision for the company centers on empowering clients with transparent, data-driven solutions tailored to their unique needs. Passionate about innovation and client success, Sean is driven with a commitment to delivering personalized service and fostering long-term financial health for the organizations Accounted4 serves.  https://accounted4llc.com/ https://www.linkedin.com/in/healysean/ https://www.linkedin.com/company/accounted4-llc Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    KPIs That Matter: Measuring What Actually Drives Practice Success with Sean Healy
5
out of 5
23 Ratings

About

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions. Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. privatepracticesurvivalguide.com

You Might Also Like