164: Financial Wellness w/ Eddie Valls from Wellness Fi

Dr. Jeremy Sharp Podcast Leave a Comment

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Is it just me or is money coming up really strong for others over the last few months? It seems like money and our relationship to it has been a clear theme in a lot of my individual and group consulting meetings. I firmly believe that part of healing our relationship with money is demystifying it in the first place. As a bookkeeper and accountant, Eddie Valls is well-positioned to do just that. In today’s episode, we talk through the ins and outs of practice finance. Here are just a few topics that we cover:

  • What is “proactive” tax planning?
  • The difference between a tax entity and a legal entity
  • Common ways that mental health folks lose money on taxes
  • How to develop a strong tax foundation in your practice

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About Eddie Vals

A financial and accounting professional with a passion for working with small businesses in helping them to maximize their wealth. Being married to a therapist, it was a matter of time before he would channel his enthusiasm toward helping his wife’s peers in the wellness community.

Background includes ~ Tax professional at the third-largest accounting firm in world ~ Financial auditor at fifth largest accounting firm ~ Small business and startup bookkeeper in Silicon Valley ~ Market analyst at a tiny firm in East Austin ~ Bachelors in Finance ~ Masters in Accountancy

Currently resides in Austin where he splits his time between Wellness Fi and family.

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and grew to include nine licensed clinicians, three clinicians in training, and a full administrative staff. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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