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In this episode of Your Mental Health Business Mentor podcast, Dr. Margo Jacquot welcomes financial expert Carla Titus from Wealth and Worth Within to discuss crucial financial insights for practice owners in the behavioral health industry. Carla elaborates on the importance of understanding profit margins, forecasting, and distinguishing between a profit and loss statement (P&L) and a balance sheet. She underscores the necessity of knowing one's numbers, building a solid support team, and asking the right questions to foster business growth. They also delve into common challenges faced by practice owners, such as handling compensation and expenses, and offer strategies to improve financial health irrespective of the practice's current scale. The episode ends with practical advice on integrating financial literacy into business operations to achieve long-term success.

While listening to this episode, you will learn how to:

• Understand profit margins, forecasting, and the difference between a P&L and a balance sheet
• Learn how to manage compensation and expenses while growing your practice
• Discover the importance of knowing your numbers and asking the right financial questions
• Walk away with practical strategies to strengthen your practice’s financial health

Bio:

Carla Titus is a finance expert with over 17 years of combined corporate financial planning, analysis, strategy, and online business experience. She provides fractional CFO services and financial consulting to business owners looking to grow their business profitably. Her mission with Wealth & Worth Within is to empower business owners to achieve financial clarity and peace of mind, so that they can get back to what they enjoy.

About WWW:

Wealth and Worth Within offers fractional CFO Services for established businesses that have been running for 2-3years with a team of 10-20 and are normally at 7-figures. We work with business owners who are too busy running their company, but still need to feel in control of their numbers and utilize data to make better decisions. Wealth & Worth Within’s mission is to empower business owners to achieve financial clarity and peace of mind, so that they can get back to what they enjoy.

Connect with Carla Titus:

https://www.linkedin.com/in/carlamtitus/

https://www.facebook.com/wealthworthwithin

Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.

thejunipercenter.com

Connect with Dr. Margo Jacquot:

• Website: thejunipercenter.com
• Instagram: @thejunipercenter
• Facebook: The Juniper Center

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Running a private mental health practice is more than just providing excellent care—it’s also about keeping your business healthy and sustainable. In this episode of the Your Mental Health Business Mentor Podcast, we delve into the delicate balance between compassionate care and financial responsibility. Join Dr. Margo Jacquot as she talks with Rebecca Berneck, CEO of Officeheads, about practical ways to maintain strong profit margins without compromising the quality of care your clients receive. From understanding your true costs to setting fees with confidence, to streamlining operations, this conversation offers valuable insights for clinicians at every stage of private practice. Whether you’re just starting out or have been in business for years, you’ll walk away with actionable strategies to help your practice thrive—financially and clinically. Because when your bottom line is strong, your ability to serve others only grows.

You Will Learn To:

• Balance compassionate care with financial sustainability in private practice
• Understand the true costs of running your business
• Identify strategies to maintain strong profit margins

An efficiency geek since birth, Rebecca Berneck is CEO and “Big Head” of Officeheads. Rebecca's ineffable spirit has taken her from corporate problem solver to the pied piper of small business owners. She applied her vast talents to creating not one but two seven-figure consulting firms in 5 years. She knows her stuff and knows how to put it to use for her clients and audiences. She has implemented best practice processes, provided financial management and tax services, and advised a slew of hectic entrepreneurs to know their numbers and to apply this powerful information to their financial and strategic goals, creating the Officeheads 5-Gear Financial Management System. Outside of work, Rebecca is a retired vintage motorcycle racer and still sings the national anthem at vintage motorcycle events. The largest crowd thus far is 70,000 people.

Resources Mentioned in the Episode:

Officeheads Academy-- https://academy.officeheads.com/

Traction: Get a Grip on Your Business-- https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837

Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine-- https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making/dp/073521414X/ref=tmm_hrd_swatch_0

Connect with Rebecca Berneck:

https://www.linkedin.com/in/officeheads/

Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.

thejunipercenter.com

Connect with Dr. Margo Jacquot:

• Website: thejunipercenter.com
• Instagram: @thejunipercenter
• Facebook: The Juniper Center

Send us a text

In a time when mental health marketing is everywhere, how do mental health business professionals ensure their marketing reflects the care they provide? In this episode of the Your Mental Health Business Mentor podcast, Dr. Margo Jacquot speaks with Jennifer Christensen and Adrienne Wilkerson from Beacon Marketing as they unpack what ethical marketing means in the mental health space. From avoiding overpromising outcomes to creating clear, compassionate messaging, we explore how transparency builds trust—and why authenticity is more than just a buzzword. Whether you’re a therapist, agency, or wellness brand, this conversation is about keeping the “help” in help-seeking.

You Will Learn:

• Why transparency is particularly important in mental health marketing compared to other industries
• How being transparent in marketing impacts the trust between the provider and potential client, even before a session begins
• What responsibilities mental health organizations have when it comes to representing diverse stories and lived experiences in their branding
• What clients are looking for when they browse a therapist's website or social media

Beacon Media + Marketing is a data-driven digital marketing agency with strategic expertise in the healthcare industry. They love working with companies that make an impact in their communities, and they believe that a strong growth strategy can unlock your potential and allow you to exponentially scale your services.

Adrienne Wilkerson is a nationally recognized entrepreneur, published author, and marketing visionary. As Co-Founder and CEO of Beacon Media + Marketing, she has led her company to multiple appearances on the Inc. 5000 list, earning widespread acclaim for excellence in digital marketing, especially within the mental and behavioral health sectors. With over two decades of experience, Adrienne is celebrated for her strategic insight, transformative leadership, and passion for innovation. Her expertise spans executive branding, marketing strategy, and the integration of emerging technologies like AI.

Jennifer Christensen is the Co-Founder and CMO of Beacon Media + Marketing, a national digital agency we've grown over the past 13 years with a mission to help small businesses thrive. Her journey as an entrepreneur began in my early 20s with a company that ultimately failed — an experience that shaped me profoundly. She didn’t plan to start another company at 40, but that failure taught her the humility, character, and resilience that have fueled Beacon’s success.

To learn more about Beacon Marketing + Media, visit https://www.beaconmm.com/

Connect with Jennifer and Adrienne on LinkedIn: https://www.linkedin.com/in/jenniferchristensenak/ https://www.linkedin.com/in/adriennewilkerson/

Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.

thejunipercenter.com

Connect with Dr. Margo Jacquot:

• Website: thejunipercenter.com
• Instagram: @thejunipercenter
• Facebook: The Juniper Center